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电新周报：开普勒机器人“进厂”，国产人形机器人落地加速电力设备与新能源-信达证券

2025 年 3 月 16 日 [Tale_S 行业展望及配置建议：um ➢ 新能源汽车：动力电池格局有望优化，板块盈利有望回暖：1）锂电池板块经历长期大幅回调。2）锂电池供给阶段性过剩问题有望迎来拐点。3）碳酸锂价格下降，有望带动电池成本及终端售价下降，有望刺激下游需求。同时 5C 快充加速推进，新能源车里程焦虑持续改善，复合集流体等新技术处于量产前夕，新能源车渗透率有望继续提升。重视快速增长

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