动力锂电行业：钠电团体标准正式发布产业化加速推进

国泰海通证券01-11

本报告导读：《储能用钠离子电池技术要求》团体标准的正式实施标志着我国钠离子电池在储能领域应用的标准化建设将迈入新的阶段。钠电产业链已经完成冷启动，有望迎来产业规模扩张期。投资要点：投资建议：钠电产业有望加速落地，布局相关钠离子电池产业链环节企业有望率先受益。推荐标的：宁德时代、容百科技、中伟股份，相关标的：鼎胜新材、振华新材等。《储能用钠离子电池技术要求》团体标准获准发布。2026 年1 月8日，...

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动力锂电行业：钠电团体标准正式发布 产业化加速推进

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动力锂电行业：钠电团体标准正式发布产业化加速推进