特斯拉销量暴跌,它的主要电池供货商宁德时代还好吗? 3月9日,摩根士丹利策略分析师Jack Lu和Kaylee Xu发布报告称,特斯拉市场份额流失的主要受益者是宁德时代的其他客户,对宁德时代影响不大。 大摩表示,宁德时代的客户群体足够多元化,能够有效抵御市场份额风险。年初,特斯拉在全球的市场份额有所下滑,主要被宁德时代的其他客户所瓜分。 大摩提醒道,真正对宁德时代市场份额构成威胁的实际上是比亚迪,...
Source Link特斯拉销量暴跌,它的主要电池供货商宁德时代还好吗? 3月9日,摩根士丹利策略分析师Jack Lu和Kaylee Xu发布报告称,特斯拉市场份额流失的主要受益者是宁德时代的其他客户,对宁德时代影响不大。 大摩表示,宁德时代的客户群体足够多元化,能够有效抵御市场份额风险。年初,特斯拉在全球的市场份额有所下滑,主要被宁德时代的其他客户所瓜分。 大摩提醒道,真正对宁德时代市场份额构成威胁的实际上是比亚迪,...
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