电力设备行业跟踪报告:下游需求驱动,锂电板块Q3业绩持续回升

万联证券
Nov 13

(以下内容从万联证券《电力设备行业跟踪报告:下游需求驱动,锂电板块Q3业绩持续回升》研报附件原文摘录)行业核心观点:2025年前三季度,锂电下游需求总体保持稳定,新能源汽车销量稳步增长,带动产业链营收同比提升,盈利水平较去年同期明显改善。2025年Q1-Q3,锂电产业链整体营业收入为6361.88亿元,同比增长16.12%;归母净利润为626.19亿元,同比增长40.37%。季度表现来看,2025...

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