高盛发表报告指,小米(01810.HK) YU7于昨日(26日)正式推出,YU7 Max版搭载宁德时代(03750.HK) 旗舰高端NCM电池“麒麟电池”,而标准版和Pro版则搭载宁德时代旗舰高端LFP电池“神行电池”。高盛预期宁德时代的麒麟电池渗透率将随着小米YU7等新电动车型号的推出而在下半年恢复增长,从而纾缓低价LFP电池渗透率所带来的不利因素,促进产品组合的改善。该行维持对宁德时代“买入”...
Source Link高盛发表报告指,小米(01810.HK) YU7于昨日(26日)正式推出,YU7 Max版搭载宁德时代(03750.HK) 旗舰高端NCM电池“麒麟电池”,而标准版和Pro版则搭载宁德时代旗舰高端LFP电池“神行电池”。高盛预期宁德时代的麒麟电池渗透率将随着小米YU7等新电动车型号的推出而在下半年恢复增长,从而纾缓低价LFP电池渗透率所带来的不利因素,促进产品组合的改善。该行维持对宁德时代“买入”...
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