先导智能：核心要点：公司认为电池设备将迎来可持续上行周期

9 March 2026 | 9:31AM HKT Equity Research Lead Intelligent (300450.SZ): China Forum 2026 - Key Takeaways: Company sees a sustainable upcycle for battery equipment Jacqueline Du +852-2978-1783 | jacqueline.du@gs.com Goldman Sachs (Asia) L.L.C. Bottom Line: We hosted Lead Intelligent during the GS China Forum on Mar 6, 2026 in Shenzhen. Lead Intelligent indicated strong 2026 new orders growth that could potentially reach up to 50% yoy (vs. company's guidance of +30%), led by top-tier customers revising up cap ...