中金:基本面拐点确立 新能源车中游产业链价格有望进入修复通道

智通财经网
Nov 11

智通财经APP获悉,中金发布研报称,3Q25全球动力电池装机量307.3GWh、同比+31.1%,受单车带电量提升、电池需求增长更快。动力电池全产业链3Q营收同比+20.7%、环比+11.4%;归母净利润同比+59.4%、环比+25.8%;产业链基本面呈现加速改善趋势。分环节看,动力电池、四大材料环节受益稼动率提升、价格波动收窄,盈利延续改善趋势,部分环节如储能电芯、6F等进入量价齐升趋势;锂电...

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