华泰证券：一季度需求向好，电力新能源行业业绩修复可期

华泰证券2025-04-25

4月25日，华泰证券研报称，一季度电力新能源行业多领域需求向好，业绩修复可期。其中，新能源车一季度需求淡季不淡，头部企业发力换电模式推广。新技术中，固态电池在新能源汽车、eVTOL等领域产业化步伐加快，钠电在两轮车、储能等领域应用加速推进。预计多数锂电产业链企业量增利稳。此外，华泰证券表示，风电一季度需求高景气，陆海风开工提速，产业链排产出货高增长；光伏抢装驱动产业链涨价，一季度亏损或环比收窄；...

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