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【大佬持仓跟踪】光伏+固态电池,全球排名前十的组件企业均为其客户,海外产能仍在逆势扩张,这家公司材料有望成为受益固态电池发展
财联社· 2025-09-04 04:38
Group 1 - The article emphasizes the investment value of significant events, industry chain companies, and key policy interpretations in the context of the solar and solid-state battery sectors [1] - It highlights that the top ten global component companies are clients of a specific company, which is expanding its overseas production capacity despite market challenges [1] - The materials related to solid-state battery development are expected to benefit from this company's positioning in the core electronic chemical materials for PCB, with major clients including leading firms like Pengding and Dongshan [1]