电力设备新能源2026年展望:筑基待势 万象启新(要点版)

中金公司
Nov 07

新能源车中游:基本面上行拐点确立,新技术周期共振。2025 年以来伴随产业链价格逐步企稳、供需结构改善,底部反转趋势逐步显现。我们认为新一轮上行周期有望启动,本轮周期的核心驱动主要来自需求结构变化、场景多元化以及海外新一轮新车周期释放。展望2026 年,我们预计全球锂电池出货仍有望保持20-25%增速并有超预期的空间。我们看好产业链各环节有望进入量价修复的趋势中,基本面有望进一步改善。工控自动化:...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10