国联民生证券研报指出新能源车渗透率攀升带动换电模式持续升温鉴于宁德时代作为锂电池行业龙头且管理与技术优势显著利润有望稳定

智通财经
01 Jul
国联民生证券研报指出新能源车渗透率攀升带动换电模式持续升温鉴于宁德时代作为锂电池行业龙头且管理与技术优势显著利润有望稳定增长维持“买入”评级。针对乘用车公司2024年推出巧克力换电块2.0;针对重卡公司2025年推出标准化重卡换电块;此外公司在2025年还推出钠电池换电块助力低温场景适应性。公司换电站相继落地厦门、合肥、贵阳、泉州等城市针对重卡2023年“宁德厦门干线”正式开通为骐骥重卡换电首次落地。此外公司还与滴滴、哈啰出行以及众多车企服务商合作开拓换电版图。截至2024年12月公司换电生态合作伙伴已增至近100家并与30家企业共签订10.75万块电池订阅。

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