@啥哥:
各位領導,新能(neng)源汽車補貼(tie)有望延長,疊(die)(die)加上海(hai)復工,新能(neng)源產(chan)業(ye)(ye)鏈悲觀預期反轉,電池(chi)(chi)出貨量將繼續(xu)保持高(gao)增速。相對于(yu)新能(neng)源產(chan)業(ye)(ye)鏈的整體(ti)預期反轉,我們重(zhong)點(dian)推薦疊(die)(die)片(pian)電池(chi)(chi)產(chan)業(ye)(ye)鏈的相關(guan)機會(hui):1、目(mu)前(qian)鋰電池(chi)(chi)行業(ye)(ye)處于(yu)技(ji)術趨勢的拐(guai)點(dian),市場還沒有認知到(dao)疊(die)(die)片(pian)技(ji)術的爆(bao)發強度。電池(chi)(chi)龍(long)頭企業(ye)(ye)也有可能(neng)實現卷繞(rao)到(dao)疊(die)(die)片(pian)的技(ji)術切換(huan),技(ji)術方(fang)
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