@陳二兩:
4月排產環(huan)(huan)比持平(ping)(ping)微增。短期(qi)(qi)受漲(zhang)價、疫情影響(xiang)增速略平(ping)(ping)淡,3月在(zai)疫情影響(xiang)下銷量(liang)依然超預期(qi)(qi),4月仍有部分影響(xiang),Q2新車密集發(fa)布,銷量(liang)旺季逐(zhu)步到(dao)來,預計5-6月鋰電(dian)排產環(huan)(huan)比增長提速,龍(long)頭(tou)全年預期(qi)(qi)翻番左右增長,估值(zhi)偏低,強推各環(huan)(huan)節龍(long)頭(tou)!! 電(dian)池 1)4月排產24gwh(獨資),環(huan)(huan)比增5-1
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