华泰睿思核心观点锂电产业链出口管制落地,看好国内锂电产业链竞争力强化10月9日商务部、海关总署发布公告,公布对锂电池、正极、石墨负极材料相关物项实施出口管制的决定,出口需按照相关规定向国务院商务主管部门申请许可。我们认为此次公告符合此前国家对锂电产业链的政策动向,意图或为提升出口产品价格,护航国内企业技术和规模领先优势,我们看好具备全球竞争力的国内锂电产业链,储能需求超预期加速供需拐点到来,推荐...
Source Link华泰睿思核心观点锂电产业链出口管制落地,看好国内锂电产业链竞争力强化10月9日商务部、海关总署发布公告,公布对锂电池、正极、石墨负极材料相关物项实施出口管制的决定,出口需按照相关规定向国务院商务主管部门申请许可。我们认为此次公告符合此前国家对锂电产业链的政策动向,意图或为提升出口产品价格,护航国内企业技术和规模领先优势,我们看好具备全球竞争力的国内锂电产业链,储能需求超预期加速供需拐点到来,推荐...
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