太平洋证券：重视储能产业链建议加大储能产业链的布局

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智通财经APP获悉，太平洋证券发布研报称，电力设备及新能源行业整体策略：重视储能产业链。建议加大储能产业链的布局：上游的弹性具有较大的确定性，碳酸锂等上游环节建议逢低布局；中游材料重视隔膜、电解液、铁锂龙头；下游重视有定价权的环节（系统端更好）。太平洋证券主要观点如下：锂电产业链核心观点：重视中上游的弹性龙头公司引领固态电池产业链持续落地，宁德时代、厦钨新能、璞泰来等受益。1）近期宁德时代公布了...

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太平洋证券：重视储能产业链 建议加大储能产业链的布局

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太平洋证券：重视储能产业链建议加大储能产业链的布局