小摩:中国电池供应链8月产量料环比加速增长,宁德时代仍为首选

智通财经
Jul 29
【小摩:中国电池供应链8月产量料环比加速增长,宁德时代仍为首选】摩根大通发表报告指,ZE Consulting最新预测显示,中国电池供应链环比动能仍将持续强劲,前六大电池厂商8月计划产量环比增长8%、同比增长65%,符合8月典型季节性规律。7-8月平均产量亦预计较次季月均水平高出13%,可比或强于往年同期的环比增幅。最新排产计划显示,在进入季节性更强的8–9月生产旺季之际,电池需求基本面依然健康。宁德时代继续表现突出,次季产量同比约增80%,7月及8月均预计同比增长逾70%,领先多数同业约40-60%的增幅。宁德时代仍是该行在中国电池供应链中的首选。在二线企业中,该行指中创新航年内产量增长最高,同比增逾90%,追踪高于其55%的销量增长目标。

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