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信达证券:动力电池格局有望优化,板块盈利有望回暖

Xinda Securities: The pattern of the Battery industry is expected to improve, and the Sector's profitability is likely to rebound.

Breakings ·  11:15

Cinda Securities' Research Reports indicate that the pattern of power batteries is expected to improve, and the profitability of the Sector is likely to recover: 1) The Lithium Battery Sector has experienced a prolonged significant adjustment. 2) The temporary oversupply issue of Lithium Batteries is expected to reach a turning point. 3) The decline in lithium carbonate prices is likely to drive down battery costs and end-user prices, potentially stimulating downstream demand. At the same time, rapid advances in 5C fast charging and continuous improvements in range anxiety for Electric Vehicles are expected; new technologies such as composite collecting fluids are on the verge of mass production, and the penetration rate of Electric Vehicles is likely to continue to rise. Focus on the rapidly growing Charging Station industry and related companies such as Shijiazhuang Tonhe Electronics Technologies, Shenzhen Sinexcel Electric, Shenzhen Woer Heat-shrinkable Material, etc. Pay attention to the 0-1 process of lithium manganese iron phosphate and composite collecting fluids. It is recommended to focus on Contemporary Amperex Technology, Eve Energy Co.,Ltd., Hunan Zhongke Electric, Beijing Easpring Material Technology, Changyuan Lithium Technology, Guangzhou Tinci Materials Technology, Shenzhen Kedali Industry, BYD, Shenzhen Senior Technology Material, CNGR Advanced Material, Yunnan Energy New Material, Shenzhen Dynanonic, XinDe New Materials, Jiangsu Cnano Technology Co.,Ltd., Ningbo Shanshan, Shijiazhuang Tonhe Electronics Technologies, Farasis Energy (Gan Zhou) Co., Ltd., etc.

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