全球低碳和能源轉型趨勢以及AI技術普及雙重浪潮,為新能源材料行業帶來了巨大的發展機遇。隨著下游電動汽車滲透率持續提升、儲能行業邁入 TWh 時代,疊加人形機器人、低空飛行器等新興應用落地,新能源材料板塊景氣度有望持續高企,頭部企業憑藉規模與技術優勢將持續搶佔市場份額,如正在招股的中偉新材(2579.HK),預計於11月17日登陸聯交所,成為繼寧德時代後第二家實現A+H股上市的新能源產業鏈核心企業。...
Source Link全球低碳和能源轉型趨勢以及AI技術普及雙重浪潮,為新能源材料行業帶來了巨大的發展機遇。隨著下游電動汽車滲透率持續提升、儲能行業邁入 TWh 時代,疊加人形機器人、低空飛行器等新興應用落地,新能源材料板塊景氣度有望持續高企,頭部企業憑藉規模與技術優勢將持續搶佔市場份額,如正在招股的中偉新材(2579.HK),預計於11月17日登陸聯交所,成為繼寧德時代後第二家實現A+H股上市的新能源產業鏈核心企業。...
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