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Top News In Soochow Research Today - Breaking & Trending Today

东吴研究：关注海外扩产加速+头部设备商产能稀缺性 看好各环节设备龙头 _ 东方财富网


我们判断动力电池迈入扩产高峰，龙头设备商稀缺性将逐步显现。目前，动力电池以及电动车行业龙头均在用不同方式锁定上下游资源，其中设备公司竞争者较少，具备稀缺性估值溢价，将随着扩产高峰到达逐渐显现。④
模组线+PACK线自动化率正处于由低到高的拐点：全球电动需求爆发，电池厂规划产能翻倍增长，低自动化率产线招工难度暴增，因此亟需“机器换人”提升产线自动化率。⑤
未来设备采购形式为分段采购和整线总包共存，未来客户为电池厂和整车厂共存。
　　
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Soochow Research , Lee Yuanheng Union ,

发改委完善居民阶梯电价 发电行业能否化解成本压力


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（原标题：发改委完善居民阶梯电价制度，发电行业能否化解成本压力）
煤电企业迎来双向调控。
近日国家发改委在答复网民关于“建议完善居民阶梯电价制度，鼓励城乡居民多用清洁的电力资源”的留言时提到，下一步要完善居民阶梯电价制度，使电力价格更好地反映供电成本。
6月28日，电力股开盘大涨并持续走高。截� ....

Xu Kun , Luan Huaibei , Soochow Research , Industrial Division Senior Statistics , May Country , Country Trial , Start New , China Taiyuan , Mandarin Finance , Division Senior Statistics , Market Price , Channel Price , ஐயூ குன் , தொடங்கு புதியது , சந்தை ப்ரைஸ் , சேனல் ப்ரைஸ் ,

发改委完善居民阶梯电价制度，发电行业能否化解成本压力

发改委完善居民阶梯电价制度，发电行业能否化解成本压力
yicai.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yicai.com Daily Mail and Mail on Sunday newspapers.

Xu Kun , Luan Huaibei , Soochow Research , Industrial Division Senior Statistics , May Country , Country Trial , Start New , China Taiyuan , Mandarin Finance , Division Senior Statistics , Market Price , Channel Price , ஐயூ குன் , தொடங்கு புதியது , சந்தை ப்ரைஸ் , சேனல் ப்ரைஸ் ,

顶流基金经理张坤萧楠丘栋荣等亮"底牌"大资金寻找新平衡|基金经理_新浪财经_新浪网

顶流基金经理张坤萧楠丘栋荣等亮"底牌"大资金寻找新平衡|基金经理_新浪财经_新浪网
sina.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from sina.com.cn Daily Mail and Mail on Sunday newspapers.

Shaw Nan , Xyu Xu , Yi Sea , Kun Shaw Nan , Kang Granville Ocean , Don Ray , Square Daqi , Holdings Sea Montreal , Wuliangye Hong Kong Exchange Guizhou Maotai , Soochow Research , Fund Disclosure , Research Planning Department , Manufacturing Bank , Tencent Holdings , Green Bank , Bank Green , Bank Luzhou , Warburg The Fund , Sina Finance , Wuliangye Guizhou Maotai Westlands , Soviet Union , Ocean River , Shanghai Airport Yutong Bus , Kang Granville Ocean River , Guizhou Maotai , Chinese New Year ,

顶流基金经理亮"底牌" 大资金寻找新平衡_中国经济网——国家经济门户

顶流基金经理亮"底牌" 大资金寻找新平衡_中国经济网——国家经济门户
finance.ce.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from finance.ce.cn Daily Mail and Mail on Sunday newspapers.

Shaw Nan , Xyu Xu , Yi Sea , Kun Shaw Nan , Kang Granville Ocean , Don Ray , Square Daqi , Holdings Sea Montreal , Wuliangye Hong Kong Exchange Guizhou Maotai , Soochow Research , Fund Disclosure , Research Planning Department , Manufacturing Bank , Tencent Holdings , Green Bank , Bank Green , Bank Luzhou , Warburg The Fund , China Economy , Country Economy , Wuliangye Guizhou Maotai Westlands , Soviet Union , Ocean River , Shanghai Airport Yutong Bus , Kang Granville Ocean River , Guizhou Maotai ,