宁德时代(300750.SZ) 股价过去一个月累跌约15%，瑞银发表报告回应投资者的关注。该行列出投资者的主要忧虑，包括：市场讨论宁德时代即将减产5%至10%；车企“去宁德化”的努力，体现在理想汽车及小米SkyNomad的最新车款上；地缘政治风险，包括美国最新排除中国产品及匈牙利合规审查；以及不利的税收趋势，包括消费税及取消出口增值税退税。本土方面，瑞银指因缺乏可靠数据，无法确认或否认减产的讨论，...
Source Link宁德时代(300750.SZ) 股价过去一个月累跌约15%，瑞银发表报告回应投资者的关注。该行列出投资者的主要忧虑，包括：市场讨论宁德时代即将减产5%至10%；车企“去宁德化”的努力，体现在理想汽车及小米SkyNomad的最新车款上；地缘政治风险，包括美国最新排除中国产品及匈牙利合规审查；以及不利的税收趋势，包括消费税及取消出口增值税退税。本土方面，瑞银指因缺乏可靠数据，无法确认或否认减产的讨论，...
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