文|朱玥王吉颖本周北美缺电逻辑持续演绎,带动储能、锂电、电力设备、光伏等板块上涨。储能作为AIDC最佳支撑调节电源之一,放量确定性较高,目前储能下游集成、运营环节相较设备环节具有明显超额利润,预计未来会通过中上游涨价的方式向材料、电池等环节让渡利润,这些环节均存在量价齐升的机会,伴随11月/12月下游采购和长单指引,2026年需求越发明朗,继续看好材料尤其是6F、VC等价格涨幅迅猛的环节和铁锂、...
Source Link文|朱玥王吉颖本周北美缺电逻辑持续演绎,带动储能、锂电、电力设备、光伏等板块上涨。储能作为AIDC最佳支撑调节电源之一,放量确定性较高,目前储能下游集成、运营环节相较设备环节具有明显超额利润,预计未来会通过中上游涨价的方式向材料、电池等环节让渡利润,这些环节均存在量价齐升的机会,伴随11月/12月下游采购和长单指引,2026年需求越发明朗,继续看好材料尤其是6F、VC等价格涨幅迅猛的环节和铁锂、...
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