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中信证券：复合铜箔黎明已至龙头厂商批量供货

2025-07-22 10:11:40 来源：财联社责任编辑：韩泽楷

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财联社7月22日电，中信证券研报指出，近期复合铜箔导入电池厂商处于加速阶段，龙头厂商均表示开始批量出货。目前复合铜箔行业龙头已开始向动力电池客户批量出货，同时下游客户正处于新产品量产定型阶段，我们认为随着各项测试的逐步完成，复合铜箔厂商有望进入量产爬坡和放量阶段。在此背景下，我们推荐两条投资主线：一是重视具备规模化产量能力及处于批量导入复合铜箔阶段的企业;二是优选未来复合集流体产能扩张受益设备厂商。

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中信证券：复合铜箔黎明已至 龙头厂商批量供货

中信证券：复合铜箔黎明已至龙头厂商批量供货