《大行》交银国际:中国全年锂电池需求向好 重点关注宁德时代(03750.HK)

阿斯达克财经
Mar 17

交银国际发表研究报告指,2月车市淡季影响下,中国动力电池装车量下滑,但出口维持高景气。2月中国内地动力电池装车量为26.3GWh,分别按年升24.6%及按月跌37.4%。2月中国电池出口23.9GWh,分别按年升13.2%及按月跌0.9%,合计出口占当月销量的20.6%。该行指,在需求端来看,随着节后各地汽车“以旧换新”补贴细则全面落地、4-5月新车型密集发布,叠加电池出口退税政策调整催生的阶段性...

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