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分论坛:电新|国泰海通“远望又新峰”2026春季策略会
国泰海通证券研究· 2026-03-03 22:26
Group 1 - The core viewpoint of the article emphasizes the focus on new energy sectors, particularly in energy storage, power batteries, and electric equipment, highlighting the integration of innovative technologies and collaborative development in the energy industry [3][4]. - The 2026 Spring Strategy Conference organized by Guotai Junan will feature discussions on the outlook for energy storage, power batteries, and lithium carbonate, as well as insights into domestic and overseas electric equipment markets [4]. - The agenda includes sessions on nuclear fusion and updates on AIDC liquid cooling technologies, indicating a comprehensive approach to exploring future energy innovations [4].