中金:鈉電池等有望陸續走向產業化,相關產業鏈企業有望獲取阿爾法成長機遇
格隆匯6月20日丨中金公司指出,2022年開始4680電池、CTB、磷酸錳鐵鋰電池、半固態電池、鈉電池、鋰電回收等有望陸續走向產業化,相關產業鏈企業有望獲取阿爾法成長機遇。重點關注技術難度較高的新型電池結構量產對電池競爭格局重塑,新型電池材料體系產業化進程領先的電池及材料龍頭,持續受益於漸進式創新的傳統材料龍頭,以及電池銀行、鋰電回收等新型商業模式帶來阿爾法機遇。
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