财经快讯|国金证券:电池行业产能利用率持续提升
国金证券4月17日研报指出,电池行业从出清到复苏到繁荣,2024年—2025年有望陆续迎接龙头行情到全面行情。2024年,受益于AI加持消费类电池进入复苏周期,动力在低库存下全年增长平稳,储能因库存原因前低后高,全球锂电池需求预计保持在20%以上增速,供给端资本开支放缓,库存进入温和补库周期,电池行业产能利用率持续提升。
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