金吾财讯 | 中信建投证券分析认为，锂电设备行业在头部电池厂商扩产潮及储能需求高增长的推动下，迎来订单和业绩的强劲修复。一季度设备头部企业签单大幅超预期，同比环比继续高增，预计全年设备端“订单强复苏—交付能力提升—利润率修复”逻辑将持续验证。当前板块需求驱动逻辑清晰，高油价与下游高景气形成共振，继续看好锂电设备与固态电池板块配置价值。
金吾财讯 | 中信建投证券分析认为，锂电设备行业在头部电池厂商扩产潮及储能需求高增长的推动下，迎来订单和业绩的强劲修复。一季度设备头部企业签单大幅超预期，同比环比继续高增，预计全年设备端“订单强复苏—交付能力提升—利润率修复”逻辑将持续验证。当前板块需求驱动逻辑清晰，高油价与下游高景气形成共振，继续看好锂电设备与固态电池板块配置价值。
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