广发证券：锂电产业链整体ROE暂未修复电池板块有望率先开启盈利拐点

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智通财经APP获悉，广发证券发布研报称，2023年度新能源汽车产业链利润主要集中于下游电池环节，2024年上半年延续该利润分配特征。各环节龙头企业凭借自身竞争力在下行周期里仍具备超额利润。据同花顺数据，24Q2锂电产业链样本近68%企业ROE环比下降，行业仍在出清阶段，锂电产业链整体ROE暂未修复。其中电池和铁锂正极环节ROE和速动比率持续恶化，广发证券维持对磷酸铁锂正极、电池板块因“低ROE+...

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广发证券：锂电产业链整体ROE暂未修复 电池板块有望率先开启盈利拐点

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广发证券：锂电产业链整体ROE暂未修复电池板块有望率先开启盈利拐点