(以下内容从华福证券《电力设备产业周跟踪:新能源全面通胀开启,小鹏机器人搭载全固态电池》研报附件原文摘录)投资要点:锂电板块核心观点:锂电材料涨价倒逼保供谈判,小鹏机器人搭载全固态电池。1)锂电材料价格再度上涨;2)电池企业锁定材料大单;3)小鹏发布全固态电池,落地机器人应用。光伏板块核心观点:国家能源局就推进煤炭与新能源融合发展发布指导意见,光伏产业迎来新增长点。10月28日,国家能源局下发《...
Source Link(以下内容从华福证券《电力设备产业周跟踪:新能源全面通胀开启,小鹏机器人搭载全固态电池》研报附件原文摘录)投资要点:锂电板块核心观点:锂电材料涨价倒逼保供谈判,小鹏机器人搭载全固态电池。1)锂电材料价格再度上涨;2)电池企业锁定材料大单;3)小鹏发布全固态电池,落地机器人应用。光伏板块核心观点:国家能源局就推进煤炭与新能源融合发展发布指导意见,光伏产业迎来新增长点。10月28日,国家能源局下发《...
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