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【长江电新】如何展望节后新能源行情?(电力的长期逻辑!)

  • 2026-05-06 18:09:01
【长江电新】如何展望节后新能源行情?(电力的长期逻辑!)

行业整体上继续重点推荐景气加速的锂电➕储能赛道，以及出海逻辑的电力设备➕风电，此外关注底部光伏。具体来看：1、锂电方面，5月行业是景气加速窗口，排产环增10%好于预期，产业链涨价也有望落地，包括碳酸锂、6F有望去库涨价，铁锂加工费二轮上涨，隔膜、铜箔、负极大客户谈价进展更新。在量...

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万亿成交点燃五月行情,铜箔板块为何成为科技牛市新引擎?

好久没有聊行情了,今天说说碳酸锂.

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  1. CONNECT:[ UseTime:0.000596s ] mysql:host=127.0.0.1;port=3306;dbname=no_mfffb;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000792s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000331s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000308s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000809s ]
  6. SELECT * FROM `set` [ RunTime:0.000274s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000893s ]
  8. SELECT * FROM `article` WHERE `id` = 529932 LIMIT 1 [ RunTime:0.001448s ]
  9. UPDATE `article` SET `lasttime` = 1778070143 WHERE `id` = 529932 [ RunTime:0.004782s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.003009s ]
  11. SELECT * FROM `article` WHERE `id` < 529932 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000679s ]
  12. SELECT * FROM `article` WHERE `id` > 529932 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.001844s ]
  13. SELECT * FROM `article` WHERE `id` < 529932 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000947s ]
  14. SELECT * FROM `article` WHERE `id` < 529932 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.000882s ]
  15. SELECT * FROM `article` WHERE `id` < 529932 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.006806s ]
0.098451s