锂电池行业投资策略

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1、锂电池行业投资策略一、锂电池行业投资策略   锂电行业的关键材料升级正当时，特斯拉引领的产品高端化是促进关键材料升级的最大推动力，从中长期来看，锂电材料升级正在逐步加速，性能提升成为未来3~5年的产业升级主旋律，新产品的推出速度将决定锂电企业在未来产业链中的地位。   预计四季度的锂电业格局将呈现三大特点：上游碳酸锂价格平稳，大幅涨价预期落空；关键材料环节“版图之争”和“供应链之争”的主题依旧，国际产业链供应体系变化仍然是投资关注的焦点；关键材料厂商的新产品处于认证过程，新产品通过认证将一定程度改变国际产业链供给格局。建议积极关注

2、以下三类投资机会：   第一类：聚焦新热点—硅合金和钛酸锂等负极新材料预期有望升温。从行业技术路线来看，纵观整个锂电池板块，近期最值得期待的是以硅材料和钛酸锂为代表的负极新材料，硅材料有望将现有锂电池的容量提升数倍，钛酸锂材料则凭借优越的功率和循环性能有望在储能领域率先取得突破，建议关注硅材料优势企业杉杉股份以及负责起草钛酸锂国家行业标准的众和股份。   solicitedopinionsandsuggestionsArticle265,including:fourproblemsto171.Deepeningspecialreg

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7、ortation,waterconservancy,urbaninfrastructureconstruction,focusingonimplementationofanumberofindustrialstructureadjustmentandoptimizationandupgradingofkeyprojectsforleadingroles;CompletedhasXXvillagepassvillageHighway,andtownshiplocationlightsbrightof,andXXmeters"beau

8、tifulvillage",andtownshippublicrentalandXianghospitalspublicrental,and270setsruralhousingroom21第二类：资源股和技术股依旧是投资重点。从资源股方面来看，尽