《股市簡訊》寧德時代A股創逾一年新低，市場關注動力電池行業競爭格局

路透中文

5小時前

《股市簡訊》<a href="https://laohu8.com/S/300750">寧德時代</a>A股創逾一年新低，市場關注動力電池行業競爭格局

* 中國動力電池巨頭--寧德時代A/H股300750.SZ3750.HK周二午後擴大跌幅，均一度挫5.8%，創逾一年和半年新低。市場繼續關注車企自研電池進展及其對動力電池行業競爭格局的影響。

* 中證新能源汽車指數.CSI399976跌逾1%。寧德中港股股價本月迄今已累跌超一成。

* 中金公司報告稱，市場擔憂車企供應鏈戰略致寧德時代份額下滑，但中金認為供應鏈戰略調整牽涉到車企品牌、質量穩定、新技術迭代能力和供應保障，完全與寧德切割或有難度；而寧德在出海、新場景(重卡/礦卡/船舶等)以及新技術(鈉電、固態電池等)等增量領域具備較強先發優勢、有望獲得較高份額。

整體上，中金看好寧德時代全球電池份額維持穩健。（完）

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中金公司報告稱，市場擔憂車企供應鏈戰略致寧德時代份額下滑，但中金認為供應鏈戰略調整牽涉到車企品牌、質量穩定、新技術迭代能力和供應保障，完全與寧德切割或有難度；而寧德在出海、新場景(重卡/礦卡/船舶等)以及新技術(鈉電、固態電池等)等增量領域具備較強先發優勢、有望獲得較高份額。整體上，中金看好寧德時代全球電池份額維持穩健。（完）    更多股市簡訊請點選CN-CMN-HOT","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}