中信证券研报指出，新_老虎社区_美港股上老虎

相识于缘
2023-11-27

中信证券研报指出，新能源汽车整体估值处于历史低位行业有望迎来反转。新能源汽车海内外市场需求向好，板块中上游锂电池及电池材料环节进入稳定增长阶段，各环节格局基本形成，龙头地位持续稳固，国际化趋势明确。产业趋势方面，建议关注快充、M3P电池、液冷、机器人、一体化压铸、储能等创新技术带来的新动能。当前板块整体估值处于历史低位，行业有望迎来反转，具备配置价值。大家要把握住当前的好机呀！

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