储能股盘初强势 龙蟠科技(02465)涨25.41% 机构指头部电池厂及整车厂有望于年底前开启新一轮订单招标

金吾财讯
Nov 25

金吾财讯 | 储能股盘初强势,截至发稿,龙蟠科技(02465)涨25.41%,天臣控股(01201)涨15.66%,洪桥集团(08137)涨2.25%,双登股份(06960)涨2.07%,中创新航(03931)涨1.87%,天能动力(00819)涨1.72%。

消息面上,中信建投发研报指,国内首条大容量全固态电池产线已建成试产,固态电池产业化进程加速。全固态电池是未来新能源汽车产业发展新的重要驱动力,根据央视新闻11月22日报道,广汽集团已建成国内首条大容量全固态电池产线,目前正在进行小批量测试生产。广汽集团在推动新能源汽车行业全固态电池商业化应用方向取得重大进展,固态电池产业化进程加速。随着固态电池中期验收有望于年底前顺利完成,技术方案将进一步收敛,确定性逐步增强,头部电池厂及整车厂有望于年底前开启新一轮订单招标,看好锂电设备跨年行情。

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