核心观点行业整体策略:重视调整带来的布局机会继调整阶段继续重视新能源龙头的布局,储能、锂电等供需较好环节可优选,弹性选择为涨价(6F、VC、钴等)、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...
Source Link核心观点行业整体策略:重视调整带来的布局机会继调整阶段继续重视新能源龙头的布局,储能、锂电等供需较好环节可优选,弹性选择为涨价(6F、VC、钴等)、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...
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