備擴(kuò)產(chǎn),訂單業(yè)績確定較高。我們建議重點(diǎn)關(guān)注鋰電池設(shè)備制造龍頭先導(dǎo)智能、贏合科技、科恒股份。風(fēng)險(xiǎn)提示:宏觀經(jīng)濟(jì)下行,原材料價格波動影響中游市場盈利能,下游市場需求不及預(yù)期離岸幣/美元一度大跌0.49%接近周低點(diǎn)拉斯維加斯發(fā)生案美股盤前紛紛下跌一片歡騰！亞太股市集體上漲市場擔(dān)心全球原油產(chǎn)上升美油大跌逾2%特斯拉第三季度出貨略超預(yù)期但oe3僅出貨220輛一文解密華爾街風(fēng)
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