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中信证券:上海车展开幕在即 固态电池产业及政策进展共同刺激材料端率先放量

CITIC SEC: The Shanghai Auto Show is about to open, and the development of the Solid State Battery industry and policies will jointly stimulate the materials sector to expand first.

Breakings ·  Apr 22 08:19

CITIC SEC's Research Reports state that with the impending opening of the Shanghai Auto Show, a strong catalyst for the Solid State Battery industry is expected. At the same time, progress in the industry is accelerating, and CITIC SEC determines that the signal for policy support will further strengthen. By 2025, high-end applications of Solid State Batteries in humanoid robots, eVTOL, and Consumer Electronics are expected to further increase, driving the Solid State Battery materials industry into a period of rapid development. Solid electrolytes are the core increment, and it is recommended to pay attention to low-priced stocks with leading progress in the materials segment, closely linked with the industry.

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