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Nancai Research Choose News | Gold Securities: Lithium carbonate prices accelerated decline, energy storage plate ushered in a good opportunity

Time:2023-04-16     【Reserved】   Read

Southern finance, April 18(Southern Finance) -- the price of lithium carbonate fell at an accelerated pace in March, leading to a faster-than-expected decline in the prices of energy storage cells and systems, according to national gold securities, this creates profit expansion space for energy storage system integrators, especially terminal owners, and also lays the foundation for the future explosion of downstream demand. At present, the mood and attention of the sector are at a low level, thus ushering in a good opportunity for layout, key recommendations: 1) silicon, lithium carbonate and other raw materials price cycle, the volume of large storage industry chain, such as Sunshine Power, Cohua Data (communications group coverage) , Shenghong shares, Nandu power; 2) profit certainty, continue to maintain high growth rate of household storage industry chain, such as John W. Foster.



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