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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