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中信证券:新能源汽车行业高景气度延续 盈利大幅提升_天天基金网

2021H1行业高景气度延续,出现需求快速增长与供给匹配不足的结构性错配,上游资源、部分锂电材料上市公司受益涨价具有高业绩弹性,电池厂商凭借较强产业链话语权盈利保持一定韧性。随着国内更具产品力的新车型加速投放,补贴政策和碳排放新规驱动欧洲电动化率在提高,美国电动车政策向好,特斯拉继续引领全球电动智能浪潮,我们判断2022年全球新能源汽车有望延续高增长。

盐湖提锂概念午后拉升 藏格控股等涨停 西藏矿业打开跌停 _ 东方财富网

盐湖提锂概念午后拉升 藏格控股等涨停 西藏矿业打开跌停 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

滬深兩市全線反彈創指強勢大漲超4% 權重助力滬指強勢有望延續

滬深兩市全線反彈創指強勢大漲超4% 權重助力滬指強勢有望延續
finet.hk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from finet.hk Daily Mail and Mail on Sunday newspapers.

A股市场晚报:创业板指暴涨 白马股反弹赛道股回落 接下来如何选? _ 东方财富网

A股市场晚报:创业板指暴涨 白马股反弹赛道股回落 接下来如何选? _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

利好1:生意社一天跳涨1万,碳酸锂的价格涨到15万多,利好2:工信部:统筹加快新_赣锋锂业(002460)股吧_东方财富网股吧

利好1:生意社一天跳涨1万,碳酸锂的价格涨到15万多,利好2:工信部:统筹加快新_赣锋锂业(002460)股吧_东方财富网股吧
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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