摩根大通发表研究报告指出，中国电池及材料板块自5月初高位回落约15%至35%，主要受板块轮动、缺乏新催化剂及地缘政治紧张影响，惟该行认为这属短期季节性及库存调整，而非中期增长恶化。则言咨询(ZE Consulting)最新预测显示，六大电池生产商7月产量按月增长6%，按年增长64%，表现优于2025年7月的典型季节性模式。该行表示，宁德时代(03750.HK) 的生产势头持续领先，第二季电池产量...
Source Link摩根大通发表研究报告指出，中国电池及材料板块自5月初高位回落约15%至35%，主要受板块轮动、缺乏新催化剂及地缘政治紧张影响，惟该行认为这属短期季节性及库存调整，而非中期增长恶化。则言咨询(ZE Consulting)最新预测显示，六大电池生产商7月产量按月增长6%，按年增长64%，表现优于2025年7月的典型季节性模式。该行表示，宁德时代(03750.HK) 的生产势头持续领先，第二季电池产量...
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