摩根士丹利发表研究报告指，据外媒报道，欧洲委员会正研究一项计划，从2030年起禁止租车公司和大企业为其车队购买非电动汽车。该行认为，这对于宁德时代在欧盟的结构性增长轨迹具有重要意义，因为使用缓慢降级的产品可以提高货车和共享交通的经济效益。欧盟每年的货车销量约为150万辆，这意味着电池市场总量达200至300GWh，而目前电动货车的渗透率仅为8%。
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