中金：随新车上市、订单有望快速回暖看好锂电产业链补库驱动的反弹行情

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中金发布研究报告称，当前锂电池板块估值已较充分反映市场对需求、产业链盈利偏悲观的预期，而该行观察到利好因素在聚集，2024年1月新能源车终端销量数据较强验证终端需求韧性，近期碳酸锂价格亦有企稳态势，该行认为节后随新车上市、订单有望快速回暖，产业链补库概率正逐步增强。看好由产业链补库驱动的板块反弹行情，基于补库强度、基本面边际变化幅度考虑，推荐细分赛道顺序：正极>电解液>电池>铜箔>隔膜>负极。中金...

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中金：随新车上市、订单有望快速回暖 看好锂电产业链补库驱动的反弹行情

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中金：随新车上市、订单有望快速回暖看好锂电产业链补库驱动的反弹行情