新能源汽车方面,乘联分会预估6 月全国新能源乘用车厂商批发销量 126 万辆,同比增长 29%,下半年随着新能源新车型不断推出,新能源汽车产品力不断增强,2025 年国内新能源汽车销量有望保持高增,带动电池和材料需求增长。动力电池方面,固态电池产业化趋势明确,后续关注固态电池相关材料和设备企业验证进展。光伏方面,中央经济工作会议明确提出综合整治“内卷式”竞争,中央财经委员会明确将依法依规治理企业...
Source Link新能源汽车方面,乘联分会预估6 月全国新能源乘用车厂商批发销量 126 万辆,同比增长 29%,下半年随着新能源新车型不断推出,新能源汽车产品力不断增强,2025 年国内新能源汽车销量有望保持高增,带动电池和材料需求增长。动力电池方面,固态电池产业化趋势明确,后续关注固态电池相关材料和设备企业验证进展。光伏方面,中央经济工作会议明确提出综合整治“内卷式”竞争,中央财经委员会明确将依法依规治理企业...
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