天风电新2022年策略：底部反转>一体化>新技术>供需错配

智通财经2022-01-04

智通财经APP获悉，天风证券发布研报称，从复盘来看，20年主线在车企&电池，行业趋势到来，最先反映的是有长逻辑+壁垒高的车企&电池。销量高→证明电动化趋势→估值抬升→股价上涨；21年主线在锂矿&中游材料，行业需求超预期，中上游环节涨价弹性。销量大超预期→材料环节供需紧张→业绩弹性（eps）→股价上涨。天风证券预计，22年全球电动车销量达942万辆，同增55%，渗透率达11%，预计22年全球动力装机...

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Cc挖土豆ya
2022-01-04
Cc挖土豆ya
优秀[财迷] [财迷] [财迷] [财迷] $包钢股份(600010)$@廖牛牛

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ASP 提升）+格局好的零部件细分小龙头：宏发股份(600885.SH) 、中熔电气(301031.SZ)，建议关注法拉电子(600563.SH)、铂科新材(300811.SZ)。连接器&高性能铜：看好布局高压、大电流产品的连接器企业瑞可达(688800.SH)，高端铜突破海外垄断的合金材料企业博威合金(601137.SH)本文来源于天风证券电力设备与新能源团队，分析师：孙潇雅，智通财经编辑：秦志洲","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":695982220,"gmtCreate":1641299692945,"gmtModify":1641299692945,"author":{"id":"4098955674648930","authorId":"4098955674648930","name":"Cc挖土豆ya","avatar":"https://static.tigerbbs.com/b1651c6933cd624fba64de2398359b48","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4098955674648930","authorIdStr":"4098955674648930"},"htmlText":"优秀[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;<a href=\"https://laohu8.com/S/600010\">$包钢股份(600010)$</a><a href=\"https://laohu8.com/U/3549061435140532\">@廖牛牛</a>","listText":"优秀[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;<a 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