Nov 29, 2020 01:20 PM (GMT+8) · EqualOcean
Zhongyuan securities released the investment strategy of lithium battery in 2021. The global new energy vehicle industry is booming, and the carbon emission reduction consensus is the long-term driving force for the development of the industry. The global new energy vehicles have been driven by the dual market of China and Europe, and gradually transition to product driven. It is estimated that China's new energy vehicles will grow by 40% in 2021, maintaining the industry's "stronger than the market" investment rating. It is suggested to focus on five main lines: first, the leader in the subdivision of key materials for power lithium batteries and lithium batteries; second, the domestic supply chain of Tesla; third, the industrial chain of electrolyte and lithium iron phosphate; fourth, the supply chain of lithium battery equipment; fifth, the cross-border integration of new energy vehicles with energy and transportation After the investment opportunities.