【国金电新】锂电行业10月洞察:终端旺季加持,锂电价格上涨

新兴产业观察者
Nov 10

+目录1. 本月洞察:储能景气超预期,材料价格预反转2. 行业景气度跟踪及复盘▫ 需求:全球新能源车、储能终端跟踪复盘▫ 量&价:旺季在即,排产小幅增长、价格整体维持上调▫ 周期:行业库存水平提升,板块进入补库阶段▫ 新技术:固态电池及复合集流体进入工程化及产业化关键窗口期3. 复盘:指数及个股走势▫ 板块行情回顾▫ 重点个股行情回顾4. 投资建议5. 风险提示摘要■投资逻辑本月行业重要变化:1)...

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