【太平洋新能源】新能源+AI周报:固态电池进展超预期,重视储能等领域的高成长(第26期20250914-20250920)

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核心观点行业整体策略:固态电池进展超预期,重视储能等领域的高成长继续重视新能源龙头的布局窗口期,储能、锂电等供需较好环节可优选,弹性选择为AI+、固态等领域。新能源汽车产业链核心观点:中下游新周期已开启1、固态电池发展国内外共振向上,宁德时代、厦钨新能、璞泰来等受益。1)中创新航430Wh/kg全固态硅基电池配套产线已投用,布局eVTOL、人形机器人场景。2)孚能科技首批硫化物全固态电池年底交付,...

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