33%高增长,突袭锂电跨年风口

风口研习
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最近微信改版打乱发布时间,常有读者朋友错过文章更新,将“风口研习”设为星标⭐让我们一路前行,天天见!近期市场对锂电板块的分歧逐渐显现,不少投资者纠结于新能源车销量波动的影响。但站在产业周期与跨年布局的双重视角看,锂电行业已进入新一轮景气上行期,分歧时刻恰恰是抢占跨年行情的核心布局良机。当前到明年一季度,流动性环境都偏宽松,中央经济工作会议明确要延续适度宽松的货币政策,机构也预判,26年一季度可能会...

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