电力设备产业周跟踪:阿里AI资本开支预期积极,储能电芯价格继续上涨

华福证券
Sep 28

(以下内容从华福证券《电力设备产业周跟踪:阿里AI资本开支预期积极,储能电芯价格继续上涨》研报附件原文摘录)投资要点:锂电板块核心观点:铁锂电池价格延续上涨,固态电池取得重要突破。1)锂电价格:旺季持续,铁锂电池延续上涨;2)固态电池新进展发表于Nature,向终极方案富锂锰基正极+金属锂负极迈进;3)中汽新能全固态电池规划26年装车,消费电子领域半固态电池加速渗透。光伏板块核心观点:国家能源局...

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