纪要精选｜纪要精选晚报：设备订单升温，锂电去库，糖蜜走低

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华海清科订单与存储设备景气延续；宁德时代排产、碳酸锂去库和中游涨价同向；焦煤供给收缩向新集能源盈利传导；糖蜜低价利好安琪酵母；中航成飞传感器高增但体量仍小；东方雨虹复价和渠道转型推进；科沃斯海外占比创新高，同时受存储涨价与美国认证规则约束。

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纪要精选｜纪要精选晚报：设备订单升温，锂电去库，糖蜜走低

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