国金证券:锂电产业链有望迎来价值重估

第一财经
Nov 08

国金证券研报指出,在当前能源结构转型的关键节点,锂电产业链正迎来前所未有的发展机遇,其核心驱动力来源于技术革命与市场需求的共振。技术维度上,固态电池技术的实质性突破正在重构产业天花板。市场维度上,全球储能市场的爆发性增长为锂电产业提供了超出预期的容量空间。技术突破与需求爆发形成正向循环,储能系统对循环寿命和成本的高度敏感,恰恰是固态电池技术规模化后所能解决的下一阶段目标;而储能市场提供的巨大应用...

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