锂电设备行业跟踪报告：锂电行业需求回暖固态电池产业进展加速

国泰海通证券2025-07-04

本报告导读：锂电行业需求回升带动扩产，固态电池加速落地推动设备升级，设备商迎投资窗口。投资要点：投资建议：传统锂电行业逐步复苏及扩产推进，叠加固态电池对设备要求进一步改变，锂电设备公司有望带来新的投资机遇。推荐先导智能、杭可科技、海目星、联赢激光、曼恩斯特；相关标的：赢合科技、纳科诺尔、宏工科技。锂电行业预计回暖，设备采购需求将释放。根据大东时代智库（TD）通过对行业To 电池厂调研数据显示，...

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锂电设备行业跟踪报告：锂电行业需求回暖 固态电池产业进展加速

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锂电设备行业跟踪报告：锂电行业需求回暖固态电池产业进展加速