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请仔细阅读本报告末页声明 Page 1 / 39 证券研究报告 | 行业深度 Table_Main 高温合金：好风凭借力 借势当起飞 Table_Invest 有色金属 评级： 中性 日期： 2021.02.04 Table_Author 分析师 葛军 登记编码： S0950519050002 ： 021-61097705 ： gejunw Table_PicQuote 行业表现 2021/2/4 资料来源： Wind，聚源 Table_DocReport 相关研究 2021年新能源汽车产业链投资策略：溢出 与涌现 (2021/1/19) 锂想系列 12： NIO Day对于上游资源的启 示 (2021/1/10) 锂想系列 11：摆钟向上、资源为王，重视 锂精矿的价格弹性 (2021/1/7) 2021 年有色金属行业投资策略 (2020/12/3) 【五矿证券研究所】新能源汽车产业链 2021 年度投资策略 (2020/12/3) 锂想系列 10：澳矿商 Altura进入破产接管 程序引发锂精矿价格反弹 (2020/11/8) China Lithium Supply (2) the research is based on analysts professional understanding, and accurately reflects his/her views; (3) the analyst has not been placed under any undue influence or intervention from a third party in compiling this report; (4) there is no conflict of interest; (5) in case of ambiguity due to the translation of the report, the original version in Chinese shall prevail. 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