我们的观点:江苏正力新能电池技术股份有限公司(简称“正力新能”)现为中国Top10乘用车动力电池公司,公司具备汽车零部件基因,经营战略清晰;当前聚焦乘用车动力电池,市占率提升;公司以平台化产品、柔性制造等差异化打法带动出货增长、利润兑现;同时布局航空动力电池等新兴产品,拓展长期空间。我们预计公司2025-2027年锂电池出货各为19.6、29.0、40.4GWh,3年年复合增速50%;随着规模效应...
Source Link我们的观点:江苏正力新能电池技术股份有限公司(简称“正力新能”)现为中国Top10乘用车动力电池公司,公司具备汽车零部件基因,经营战略清晰;当前聚焦乘用车动力电池,市占率提升;公司以平台化产品、柔性制造等差异化打法带动出货增长、利润兑现;同时布局航空动力电池等新兴产品,拓展长期空间。我们预计公司2025-2027年锂电池出货各为19.6、29.0、40.4GWh,3年年复合增速50%;随着规模效应...
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