纪要精选｜超级电容升温，泽璟管线提速，人工智能互连需求延长

from 投研随身听 · host 慢研播客

本期提炼九组变化：超级电容材料升温，泽璟制药商业化与核心管线并进，印制电路板上游提价升级，超节点进入交付阶段，光通信需求延长，自免与代谢药竞争加剧，电子屏蔽泵走向批量交付，瀚蓝环境推进资产整合，碳酸锂供需预期收敛。

Episode metadata supplied by the publisher feed · Published Aug 3, 2026

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纪要精选｜超级电容升温，泽璟管线提速，人工智能互连需求延长

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