【东吴电新】周策略:人形国内如火如荼,固态产业化加速

新兴产业汇
27 Jul

增持(维持)投资要点电气设备7549上涨3.03%,表现强于大盘。本周(7月21日-7月25日)核电涨3.98%,发电设备涨3.76%,锂电池涨3.69%,新能源汽车涨3.37%,光伏涨3.17%,电气设备涨3.03%,风电涨2.41%。涨幅前五为雅化集团、浙富控股、新动力、华友钴业、东方电气;跌幅前五为温州宏丰、金智科技、麦格米特、威尔泰、ST百利。行业层面:人形机器人:2025人工智能大会(...

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