Group 1 - The A-share market is currently experiencing a shift from growth to value style, influenced by short-term events and economic expectations [1][2] - The growth style index has seen a rapid decline, nearing historical low drop samples [2] - In the technology growth sector, there is optimism for AI computing power, Hong Kong innovative drugs, and military industry, while also increasing attention on relatively low positions in AI applications, Hong Kong internet, low-altitude, and deep-sea sectors [3] Group 2 - The supply-demand dynamics in the electrolyte market are showing marginal improvement, with the price of lithium hexafluorophosphate expected to continue rising [4] - The lithium battery downstream market is experiencing a strong recovery, with significant growth in new energy vehicle production and sales, as well as a substantial increase in power battery installation [5] - The effective production capacity of lithium hexafluorophosphate in China has increased by 13.7% year-on-year, but the market remains tight due to cautious production strategies from upstream manufacturers [5]
固态电池核心关键设备落地试应用,这家国家级小巨人业绩迎来拐点!
 摩尔投研精选·2025-10-21 10:26
