电力设备产业周跟踪:工信部公布多晶硅节能监察清单,北美大厂密集上调资本开支计划

华福证券
Aug 03

(以下内容从华福证券《电力设备产业周跟踪:工信部公布多晶硅节能监察清单,北美大厂密集上调资本开支计划》研报附件原文摘录)投资要点:锂电板块核心观点:8月排产环比提升,固态电池产业进展加速。1)排产:8月环比提升,提前备货金九银十;2)固态电池:宁德时代重视固态电池研发,天铁获欣界锂金属负极订单。光伏板块核心观点:工信部对41家多晶硅企业开展节能监察,光伏反内卷协同性提升。8月1日,工信部办公厅发布...

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