季度业绩前瞻 | 宁德时代:成本传导顺畅,盈利韧性强,预测全年营业收入5007.06~5794.02亿元

朝阳永续
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2.宁德时代最新卖方观点东吴证券认为:宁德时代在成本传导、盈利韧性、市场需求和产业链布局方面表现强劲。公司成功将原材料成本上涨传导至电池报价,保持盈利水平。尽管锂价上涨对中低端市场需求产生影响,宁德时代由于主要面向高收益率项目和海外市场,受冲击较小。公司在产业链上的投资,如洛阳钼业和天华新能,预计将带来显著的投资收益。在原材料价格上涨的背景下,宁德时代有望进一步巩固其市场竞争优势,特别是在储能和...

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