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國金證券:鋰電設備成長空間大 5股有潛力
格隆匯 08-29 11:39
國金證券認為,鋰電設備成長空間大,2020年將重回高增長。2019-2025年全球動力電池需求對應鋰電設備累計投資額為2547億元,中國、海外分別為1072億元、1475億元;從電池廠擴產規劃看,現有擴產計劃對應2019-2025年共1981億元設備投資。看好與一線電池廠深度綁定、具備“出海”能力的龍頭設備廠商,重點推薦先導智能、杭可科技;關注贏合科技、科恆股份、星雲股份等優質鋰電設備廠商。
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