新能源汽车方面,中汽协发布10 月产销数据,新能源汽车市占率首次过半,四季度为销售旺季,我们预计2025 年国内新能源汽车销量同比有望保持高增,带动电池和材料需求增长。动力电池产业链方面,六氟磷酸锂价格持续上涨,相关企业盈利有望修复。新技术方面,关注相关固态电池材料和设备企业验证进展。光伏方面,维持“反内卷”为光伏投资主线判断,后续光伏组件价格能否顺利传导取决于终端装机需求以及终端光伏电站收益率...
Source Link新能源汽车方面,中汽协发布10 月产销数据,新能源汽车市占率首次过半,四季度为销售旺季,我们预计2025 年国内新能源汽车销量同比有望保持高增,带动电池和材料需求增长。动力电池产业链方面,六氟磷酸锂价格持续上涨,相关企业盈利有望修复。新技术方面,关注相关固态电池材料和设备企业验证进展。光伏方面,维持“反内卷”为光伏投资主线判断,后续光伏组件价格能否顺利传导取决于终端装机需求以及终端光伏电站收益率...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.