携手一汽布局重卡,宁德时代的第二成长曲线?

华尔街见闻
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一汽解放在重卡领域表现优异,9月以传统和新能源中重卡双第一成为国内唯一"双冠王",其中新能源市占率达17.6%。摩根士丹利预测卡车电动化将助力宁德时代2026年电池业务增长23%,商用车市场成为其核心增长引擎。宁德时代正通过深化商用车领域布局,构建新的业务增长引擎。11月27日晚,一汽解放公告称,将通过全资子公司对合营企业解放时代新能源科技有限公司增资1.91亿元。宁德时代及新引入投资者特来电...

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