金吾财讯 | 锂电池股走势强劲,天齐锂业(09696)涨5.45%,赣锋锂业(01772)涨4.58%,天能动力(00819)涨2.45%。消息面上,中信证券表示,近期整车厂主导固态电池领域进展,2024年10月,国内外头部整车厂通过合作或布局的方式不断推进固态电池的研发与应用。展望11月,长安汽车携手太蓝新能源将召开固态电池技术发布会,行业有望再迎催化。此外,航空领域正逐步成为固态电池的重要落地场景,锂电设备厂商有望在固态电池领域开拓第二成长曲线。布局固态电池业务的电池厂、固态电解质公司,以及固态电池产业链相关环节公司有望充分受益。
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