【中信证券：宁德时代快充、钠电等新品发布，打开负极材料新空间】金十数据4月22日讯，中信证券研报称，宁德时代在“超级科技日”上发布了二代神行、二代钠电、骁遥双核等新产品。其中，二代神行电池峰值充电倍率达12C，石墨负极与负极包覆材料有望受益，二代钠电池在极寒环境下保持良好的充放电性能，启停电池计划2025年6月量产，动力电池计划2025年12月量产，有望带动硬碳负极放量。此外，宁德时代发布的骁遥双核电池，应用了自生成负极技术，金属直接沉积在负极的集流体上，中信证券预计，该新技术正在逐步落地与产业化，对石墨负极等材料的影响相对有限。中信证券认为，负极材料及相关产业链有望充分受益。
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