本周,动力电池板块再度成为A股焦点。龙头股宁德时代[300750]一度逼近历史新高。从整体走势看,电池板块上涨与汽车行业结构性变化密不可分。今年10月,新能源汽车月渗透率首次突破50%,实现历史性突破。7月以来,国内纯电动汽车批发销量已连续四个月同比大幅增长,纯电拐点加速到来,动力电池需求持续景气。此外,不同级别、动力形式车型搭载电池容量有显著区别。尺寸越大、纯电销量比例越高,对市场拉动作用越明显...
Source Link本周,动力电池板块再度成为A股焦点。龙头股宁德时代[300750]一度逼近历史新高。从整体走势看,电池板块上涨与汽车行业结构性变化密不可分。今年10月,新能源汽车月渗透率首次突破50%,实现历史性突破。7月以来,国内纯电动汽车批发销量已连续四个月同比大幅增长,纯电拐点加速到来,动力电池需求持续景气。此外,不同级别、动力形式车型搭载电池容量有显著区别。尺寸越大、纯电销量比例越高,对市场拉动作用越明显...
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