【中航新能源】首次覆盖 | 蔚蓝锂芯业绩保持高增,BBU+机器人锂电布局打开增长天花板

中航证券研究
Aug 21, 2025

业绩保持高增,BBU+机器人锂电布局打开增长天花板公司前身为澳洋顺昌,是金属物流行业中首家在国内上市的企业,于2008年在深交所上市。此后,公司分别于2011年进军LED芯片领域和于2016年收购江苏天鹏电源有限公司进入锂电池制造领域。当前公司以形成涵盖LED芯片业务、锂电池及金属物流配送三大板块的业务布局。金属物流配送与LED业务保持平稳,锂电业务回暖提供发展新动能。根据公司公告,2025H1...

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