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中金：建议关注在海外渠道布局领先、拥有高倍率锂电技术储备的优质标的_蜘蛛资讯网
Pan-American Highway in Colombiaepaselect epa12914579 People mourn on the Pan-American Highway after an attack in Cajibio, Colombia, 25 April 2026. Fourteen civilians were killed and 38 injured in the
备电铅转锂已成为行业强共识。国内锂电厂商有望通过贴牌代工、LFP出海替代三元及跟随Colo商借船出海等路径打破外资垄断格局。建议关注在海外渠道布局领先、拥有高倍率锂电技术储备的优质标的。
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