【太平洋新能源】新能源+AI周报：继续重视新能源龙头，新方向提供弹性（第23期20250824-20250830)_老虎社区_美港股上老虎

【太平洋新能源】新能源+AI周报：继续重视新能源龙头，新方向提供弹性（第23期20250824-20250830)

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核心观点行业整体策略：继续重视新能源龙头，新方向提供弹性锂电等新能源核心产业链大拐点越来越明显，重视新能源龙头的布局窗口期。新能源汽车产业链核心观点：中下游新周期已开启1、下游智能电动车新产品不断发力，宁德时代、亿纬锂能等受益。重视产品力强的产业链，如小鹏总体方案类似特斯拉，长期成长持续性有望超预期：小鹏上半年汽车交付量达19.72万辆，同比增长279%，其中第二季度交付超10万辆创新高；预计...

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Thor计算平台，FP4精度算力达2070TFLOPS，较Jetson TK1（0.3TFLOPS）实现算力7000倍飞跃。3、风电产业链公司两海拓展有望超预期，大金重工、运达股份等公司受益。大金重工2025年上半年实现净利润5.47亿元（同比+214.32%）；年初至今签单近30亿元，海外海工订单超100亿元将在未来两年交付，涉及北海、波罗的海风电项目；海外海工发运量翻倍，首条特种运输船预计2026年上半年首航。风险提示：下游需求不及预期、行业竞争加剧、技术进步不及预期正文内容一、产业链价格新能源汽车：过去一周碳酸锂价格下跌此公众号为太平洋证券新能源研究团队授权稿件。报告发布日期：2025年08月31日《新能源+AI周报（第23期20250824-20250830)：继续重视新能源龙头，新方向提供弹性》太平洋新能源刘强团队：刘强；分析师编号：S1190522080001","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}