高盛:予中创新航“中性”评级 新能源汽车电池价格竞争有望缓和

新浪网
31 Mar

高盛发布研报称,基于2024财年业绩上调中创新航预期,予“中性”评级。3月27日,中创新航公布2024财年业绩,并在成都生产基地举办投资者日活动。该行认为这对中国电池行业总体呈积极信号,与该行的周期性复苏观点相符,因供应趋紧、价格竞争缓和,且电池储能系统(BESS)需求正由市场驱动。不过,近期BESS需求的不确定性是关键关注因素。中创新航投资者日主要要点:1、新能源汽车电池市场企稳据公司管理层称,...

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