中文(ZH) 华泰证券：继续看好本轮锂电涨价周期，同时看好钠电池及固态电池从1到N产业趋势

Battery industry trends and US dollar fixed-income products face scrutiny

作者 PulseAugur 编辑部 · [1 个来源] · 2026-05-18 00:03

The CIBF 2026 exhibition in Shenzhen, which covered the entire battery industry supply chain, saw over 400,000 visitors. Following the event, Huatai Securities expressed optimism about the current lithium battery price increase cycle and the emerging trends in sodium-ion and solid-state batteries. Separately, US dollar fixed-income products are facing investor skepticism after failing to deliver expected stable returns, with some investors experiencing losses. AI

排序理由 The cluster discusses industry trends and financial product performance, but does not announce a new product, research, or significant company event.

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36氪 (36Kr) TIER_1 中文(ZH) · 2026-05-18 00:03

Huatai Securities: Continue to be optimistic about the current lithium battery price increase cycle, and also optimistic about the industry trend of sodium-ion batteries and solid-state batteries from 1 to N.

36氪获悉，华泰证券研报称，5月13日—15日，CIBF2026第十八届深圳国际电池技术交流会/展览会于深圳国际会展中心举办，展会全面覆盖动力电池、储能电池、关键材料、智能装备等全产业链赛道，三天专业观众流量突破40万。参与展会交流后，华泰证券认为锂电全产业链需求向好态势较强，新技术不断创新突破，继续看好本轮锂电涨价周期，同时看好钠电池及固态电池从1到N产业趋势。

报道来源 [1]

Huatai Securities: Continue to be optimistic about the current lithium battery price increase cycle, and also optimistic about the industry trend of sodium-ion batteries and solid-state batteries from 1 to N.

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