《大行》摩通料第二代刀片电池对宁德时代(03750.HK)负面影响有限 升目标价至650元

阿斯达克财经
Yesterday

摩根大通研究报告指出,比亚迪(01211.HK) 于3月5日发布了第二代闪充电池(刀片电池2.0),树立了全电量充电速度和低温性能的新标杆。随着比亚迪和宁德时代(03750.HK) 均加快采用超快充技术,投资者对两家公司的竞争关注度仍然很高。总体而言,摩通认为,比亚迪推出第二代电池对宁德时代的负面影响有限,并注意到随着市场向超快充电转型,可能带来溢出效应的上行空间。预计比亚迪将在海外汽车销售市场从...

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