Guojin Securities' electrical equipment and new energy team issued a bullish note on the lithium battery sector, citing strong fundamentals, historically low valuations and institutional positioning, and policy catalysts from the 15th Five-Year Plan for new battery industry. The broker expects material price increases to continue and maintains a positive recommendation.
Guojin Securities remains bullish on the lithium battery sector, expecting sustained material price hikes and policy-driven demand to support a rebound from low valuations.
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