【东吴电新】周策略:固态电池产业化全面提速,特斯拉人形方案调整不改产业趋势

新兴产业汇
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投资要点电气设备6630下跌0.79%,表现弱于大盘。本周(6月16日-6月20日)锂电池涨2.3%,风电涨1.62%,发电设备涨0.71%,核电跌3.92%,新能源汽车跌1.48%,电气设备跌0.79%,光伏跌0.77%。涨幅前五为诺德股份、科恒股份、赢合科技、湘潭电化、经纬辉开;跌幅前五为纳川股份、百利电气、旭光电子、晓程科技、合纵科技。行业层面:人形机器人:特斯拉或计划调整人形现有模型和硬件...

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