国泰海通:估值启动与回落领先供需关系 锂电池行业具备良好配置价值

智通财经
Sep 14
【国泰海通:估值启动与回落领先供需关系 锂电池行业具备良好配置价值】国泰海通发布研报称,从2020年至2024年锂电池行业紧缺到过剩的完整周期看,估值启动与回落往往领先供需关系。鉴于当前市场对2027年行业可能增速放缓的担忧,部分龙头板块估值已回落历史较低水平,业绩增速与估值适配度高,已经具备良好配置价值。

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