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锂电设备半年报透视:业绩先行指标率先回暖,固态电池能带来多少增量?_蜘蛛资讯网

库克不再担任苹果CEO

  毛利率的下行则说明行业竞争烈度仍较高。今年上半年,19家锂电设备上市公司平均毛利率为26.2%,同比减少2.7个百分点;其中12家出现毛利率下滑,占比63.2%。  固态电池设备预计带来一倍以上增量  部分锂电设备企业近期股价上涨与固态电池量产预期有关。今年已有多家下游锂电企业宣布固态电池进入中试阶段,包括宁德时代、亿纬锂能(维权)(300014.SZ)、国轩高科(002074.SZ)、孚能科

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