电新周报：苹果布局机器人感知系统，提升人形机器人避障能力电力设备与新能源

信达证券01-05 14:06

（以下内容从信达证券《电新周报：苹果布局机器人感知系统，提升人形机器人避障能力电力设备与新能源》研报附件原文摘录）本期核心观点行业展望及配置建议：新能源汽车：动力电池格局有望优化，板块盈利有望回暖：1）锂电池板块经历长期大幅回调。2）锂电池供给阶段性过剩问题有望迎来拐点。3）碳酸锂价格下降，有望带动电池成本及终端售价下降，有望刺激下游需求。同时5C快充加速推进，新能源车里程焦虑持续改善，复合集流体...

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