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电新行业2023年中期展望报告：风光新机遇，锂电新格局-20230714-东兴证券-57页
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- 这份报告主要研究什么？
- 《电新行业2023年中期展望报告：风光新机遇，锂电新格局-2023071…》主要讨论：动力电池-全年利润维持稳健，龙头加速出海分享市场爆发红利 Q2电池厂排产回暖及减值压力释放接近尾声，叠加原材料端产能走向过剩，价格维持相对低位，电池厂商议价能力或将增强，我们预计23年电池厂商盈利水…
- 报告来自哪个机构？何时发布？
- 来源机构：东兴证券，报告发布于 2023-07-14，篇幅约 59 页。
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