11月13日， 摩根士丹利 发布研报称， 海博思创 与 宁德时代 将在电池及系统产品供应领域展开合作，此举再次验证全球 储能 需求保持高增，同时凸显高端储能产品供应紧张。该行认为，合作进一步巩固宁德时代在储能价值链的龙头地位，重申对其A股“超配”评级，目标价490元人民币。根据公开资料整理，双方合作聚焦电芯、电池模组及系统集成供应，面向海内外大型储能项目。大摩分析师在报告中指出，随着各国可再生能源...
Source Link11月13日， 摩根士丹利 发布研报称， 海博思创 与 宁德时代 将在电池及系统产品供应领域展开合作，此举再次验证全球 储能 需求保持高增，同时凸显高端储能产品供应紧张。该行认为，合作进一步巩固宁德时代在储能价值链的龙头地位，重申对其A股“超配”评级，目标价490元人民币。根据公开资料整理，双方合作聚焦电芯、电池模组及系统集成供应，面向海内外大型储能项目。大摩分析师在报告中指出，随着各国可再生能源...
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