高盛集团分析师Eric Shen和Qiying Wei在最新发布的研究报告中表示,根据lCCSino的数据,中国动力电池行业3月份出货量有望超出市场预期,环比增长15%,这将成为2025年电池需求前景的积极指标。 分析师指出,这一强劲的月度增长预期进一步巩固了他们对行业周期性复苏的判断,同时,这也将成为推动相关上市公司股价上涨的潜在催化剂,为它们带来业绩增长和估值提升的机会。 电池出货量“狂飙”,...
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