CITIC Construction Investment : Favorise la valeur de la configuration dans le secteur des équipements de batteries au lithium et des batteries solides

CITIC Securities Research Report indicates that high oil prices are accelerating the global electrification trend, with the booming lithium battery sector driving increased demand for equipment. As tensions in the Middle East escalate and navigation through the Strait of Hormuz is obstructed, geopolitical conflicts may cause international energy prices, represented by crude oil, to remain high for a long period, benefiting lithium batteries as an emerging power source and energy storage method. Leading battery companies are accelerating their expansion pace, with orders for core lithium equipment such as stacking, coating, and formation rapidly recovering, and the construction of solid-state battery pilot lines speeding up simultaneously. Equipment bidding and delivery are entering a busy period. The current sector demand-driven logic is clear, with high oil prices resonating with high downstream prosperity, and the valuation of lithium equipment and solid-state battery sectors remains optimistic.