ILLIT NewJeans

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昱君

发展中扮演着举足轻重的角色。　　锂电池产业市场规模的持续扩大带动锂电池隔离膜的发展，但锂电池隔膜行业供给近年来集中释放，行业竞争激烈，叠加下游锂电池企业加大成本管控力度，进而导致隔膜产品价格下行，整个行业盈利承压。　　值得注意的是，在行业“反内卷”的共识之下，隔膜的供求关系或有望优化。日前，锂电池干法隔膜骨干生产企业负责人召开闭门座谈会。8家隔膜企业参会并达成价格自律、科学释放产能、暂停扩产等共识

器件龙头供应商，在手订单充足，相关收入稳步增长；输配电元器件国产化率提升有利于支撑毛利率；同时受益于国产功率半导体渗透提升，自研IGBT芯片业务收入爆发式增长。责任编辑：卢昱君

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