【东吴证券电动车年中策略：看好Q3旺季排产再上台阶行业大周期底部明确】智通财经APP获悉，东吴证券发布研报称，看好Q3旺季排产再上台阶，Q1盈利触底，Q2价格稳定且部分低价单价格有所恢复，叠加产能利用率提升，预计Q2盈利可维持稳定，且供给侧改革、扩产放缓，25年有望反转，首推宁德时代(300750.

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【东吴证券电动车年中策略：看好Q3旺季排产再上台阶行业大周期底部明确】智通财经APP获悉，东吴证券发布研报称，看好Q3旺季排产再上台阶，Q1盈利触底，Q2价格稳定且部分低价单价格有所恢复，叠加产能利用率提升，预计Q2盈利可维持稳定，且供给侧改革、扩产放缓，25年有望反转，首推宁德时代(300750.SZ)、比亚迪(002594.SZ)、亿纬锂能(300014.SZ)、科达利(002850.SZ)...

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