摩根士丹利（Morgan Stanley）：中国锂电池设备行业报告-通过循环寻找阿尔法机会（英文版）（59页）
MChinaIndustrialsLithiumBatteryEquipment–SeekingAlphaThroughCyclesInthisreportwehighlightthreetrends–technologyiteration,overseastailwinds,andclientdecentralization–thatwebelievewillbringlong-termstructuralopportunitiestoChineseplayers.WeseeWuxiLeadandHangkeasbestpositioned,andweinitiateon...
2023-10-29
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