(以下内容从华福证券《电力设备产业周跟踪:英伟达电力短缺会议下周召开,经济工作会议要求推动全面绿色转型》研报附件原文摘录)投资要点:锂电板块核心观点:市监局拟规范车市价格行为,多家电芯企业宣布电池涨价。1)市场监管总局拟规范汽车行业价格行为,头部车企发文响应;2)锂电材料持续涨价趋势下,多家电芯企业宣布电池涨价。光伏板块核心观点:多晶硅“收储平台”落地,改革攻坚从价格修复迈向产能出清。12月9日,...
Source Link(以下内容从华福证券《电力设备产业周跟踪:英伟达电力短缺会议下周召开,经济工作会议要求推动全面绿色转型》研报附件原文摘录)投资要点:锂电板块核心观点:市监局拟规范车市价格行为,多家电芯企业宣布电池涨价。1)市场监管总局拟规范汽车行业价格行为,头部车企发文响应;2)锂电材料持续涨价趋势下,多家电芯企业宣布电池涨价。光伏板块核心观点:多晶硅“收储平台”落地,改革攻坚从价格修复迈向产能出清。12月9日,...
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