(以下内容从开源证券《锂电行业2026年度投资策略:动储需求旺盛,产业链供需拐点已至》研报附件原文摘录)核心观点1.锂电主链:动储需求旺盛,产业链供需拐点已至动力、储能、消费电子等下游需求旺盛,驱动行业供需关系改善。产业链中格局较好、产能偏紧的环节已率先开启涨价。锂电产业链供需拐点已至。受益标的:宁德时代、亿纬锂能;湖南裕能、万润新能、富临精工、德方纳米;恩捷股份、星源材质;中一科技、嘉元科技、...
Source Link(以下内容从开源证券《锂电行业2026年度投资策略:动储需求旺盛,产业链供需拐点已至》研报附件原文摘录)核心观点1.锂电主链:动储需求旺盛,产业链供需拐点已至动力、储能、消费电子等下游需求旺盛,驱动行业供需关系改善。产业链中格局较好、产能偏紧的环节已率先开启涨价。锂电产业链供需拐点已至。受益标的:宁德时代、亿纬锂能;湖南裕能、万润新能、富临精工、德方纳米;恩捷股份、星源材质;中一科技、嘉元科技、...
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