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八大券商主题策略：锂价上涨进入第三阶段！继续全面看好锂电龙头 _ 东方财富网

　　近期VC开始放量，六氟供需紧张加剧，价格大幅上涨。随着下游持续向好，原先供应紧张的环节得到缓解后进一步释放需求，新的供需矛盾将转移至隔膜与铜箔这些扩张周期较长的环节。
　　
　　继续全面看好，强烈推荐锂电全球龙头和价格弹性龙头。中国、欧洲和美国对碳排放的重视和承诺，都将加快光伏从辅助能源到主力能源的进程；但硅料超涨带来成本压力使3月开始减产博弈7月持续，随后发改委发布2021年新能源指导电价，完全对标脱硫脱硝电价大超预期，硅片、电池片价格已下降，硅料价格见顶下跌可期，明年需求有望超预期，预计2021年装机160-170GW，同增 25%， 2022年有望超35%+增长，看好光伏优质龙头成长性。工控继2020年反转，2021年以来景气持续上行，国产替代显著加速，龙头强者恒强订单增长强劲，继续看好工控龙头。 ....

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5月31日晚间重要行业研究汇总(附股)_板块聚焦_市场_中金在线

5月31日晚间重要行业研究汇总(附股)_板块聚焦_市场_中金在线
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5月31日晚间重要行业研究汇总(附股) _ 东方财富网

5月31日晚间重要行业研究汇总(附股) _ 东方财富网
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电气设备新能源行业周报：锂电排产旺盛盈利有望超预期、硅料价格屡创新高 _ 东方财富网

电气设备新能源行业周报：锂电排产旺盛盈利有望超预期、硅料价格屡创新高 _ 东方财富网
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电气设备新能源行业周报：电动车业绩和销售靓丽持续看好、光伏户用和工控需求好 _ 东方财富网

电气设备新能源行业周报：电动车业绩和销售靓丽持续看好、光伏户用和工控需求好 _ 东方财富网
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