格隆汇7月1日|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...
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