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【研选行业】“卖铲人”逻辑再现!弹性龙头?整线巨头?谁更具投资价值?
第一财经· 2025-09-24 11:47
Group 1 - The article emphasizes the importance of understanding research reports and market trends to avoid missing investment opportunities, particularly in the context of the lithium battery equipment sector, which has surged by 130% this year [1] - It highlights the investment value of leading companies in the lithium battery equipment sector, questioning whether "elastic leaders" or "full-line giants" present better opportunities [1] - The article discusses the emergence of a trillion-yuan market in the aerospace industry, indicating a high level of optimism among analysts regarding the "domestic substitution + potential price increase" dual logic for investment targets [1]