Workflow
电力材料
icon
Search documents
【风口研报】 电力投资细分材料供需缺口导致价格持续上涨,这家北交所公司在扩产节奏和效率上保持领先,享受行业涨价红利
财联社· 2025-10-14 12:10
Group 1 - The core viewpoint of the article highlights the continuous price increase in the power investment sector due to supply-demand gaps in specific materials, with a particular company in the North Exchange maintaining a leading position in production expansion and efficiency, benefiting from industry price hikes and an increase in the proportion of high-value products [1] - The company has established a strong technological barrier in ultrasonic phased array technology, having penetrated the C919 and BYD battery supply chains, and has accumulated high-quality customer resources in aerospace, nuclear power, and rail transit sectors [1]