子行业周度核心观点：风电：广大特材发布中报业绩预告，Q2 业绩同环比增长230%/69%，拉开风电板块强势半年报大幕，关注量价齐升背景下零部件业绩弹性释放；国内5 月新增风电装机26.3GW，同比+801%，环比+393%，看好下半年风电需求继续强势。本周我们发布风电板块中期策略，当前时点风电板块具备值得坚定看好的短、中、长期三重逻辑，持续重点推荐。锂电：关注液相法锂金属、液相法硫化锂环节变化。锂...
Source Link子行业周度核心观点：风电：广大特材发布中报业绩预告，Q2 业绩同环比增长230%/69%，拉开风电板块强势半年报大幕，关注量价齐升背景下零部件业绩弹性释放；国内5 月新增风电装机26.3GW，同比+801%，环比+393%，看好下半年风电需求继续强势。本周我们发布风电板块中期策略，当前时点风电板块具备值得坚定看好的短、中、长期三重逻辑，持续重点推荐。锂电：关注液相法锂金属、液相法硫化锂环节变化。锂...
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