Name: 华创证券：锂电行业周期底已至新技术共振迎来放量期
Uploaded: 2024-11-21T01:44:24.000Z
Duration: 48 s

华创证券：锂电行业周期底已至新技术共振迎来放量期

华创证券研报指出，锂电行业周期底已至，新技术共振迎来放量期。需求端：2025年展望欧洲市场有望开启二次增长，国内市场在增程乘用车、纯电动商用车等推动下也有望保持高增长，预计2025、2026年全球电池装机量同比分别增长24%、22%。供给端：目前铁锂、铜箔、三元等多个环节连续亏损多个季度，行业库存看当期已经恢复至合理水平，随着行业出清、需求增长，2025年有望向上修复盈利。新技术：快充技术已经开始大规模起量，2025年CVD法的硅碳负极产业化有望加速，固态电池有望在电池厂和整车厂推动下开启0-1进程。

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华创证券：锂电行业周期底已至新技术共振迎来放量期

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