聯贏激光(688518.SH):去庫存是一個階段性的現象,等到原材料價格基本穩定後,鋰電行業仍會保持增長的趨勢
格隆匯4月24日丨聯贏激光(688518.SH)於2023年4月21日召開業績説明會,提問交流環節,就“市場認為鋰電產業鏈處於去庫存、減產的狀態,鋰電目前的所處的週期怎樣?”,公司表示,鋰電池的市場需求依然在擴大,這段時期原材料價格一直處於下降,前期庫存大的電池廠會有成本壓力。原材料的大起大落會對電池廠家的生產節奏、終端廠家的採購計劃造成影響。從整體來説,原材料價格迴歸正常,對新能源電池行業、汽車行業、儲能行業是利好。所以去庫存是一個階段性的現象,等到原材料價格基本穩定後,鋰電行業仍會保持增長的趨勢。
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