【券商聚焦】华泰证券:看好锂电产业链供需偏紧持续

金吾财讯
Sep 02

金吾财讯 | 华泰证券表示,国内储能招中标与装机同步回暖,欧洲汽车电动化持续提速,8月锂电各环节涨价范围进一步扩大,叠加年底出口退税抢出口+储能并网旺季,该机构预计Q4排产有望延续高位。该机构重申关注本轮锂电涨价周期,同时关注钠电池从1到N产业趋势,固态电池新技术产业化。该机构看好锂电产业链供需偏紧持续,重申关注本轮锂电涨价周期,同时关注钠电池与固态电池新技术产业化趋势。

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