摩根大通发表研究报告指,自今年6月以来A股市场上的中国储能价值链股份大幅调整,宁德时代(300750.SZ) 、海博思创(688411.SH) 、德业科技(605117.SH) 、阳光电源(300274.SZ) 等跌幅远超大市表现,反映投资者对明年中国储能需求前景疲弱及地缘政治不确定性上升的忧虑。但摩通认为市场属过度悲观,维持对2030年前储能需求的正面看法,预测中国储能装机至2030年的年均复合...
Source Link摩根大通发表研究报告指,自今年6月以来A股市场上的中国储能价值链股份大幅调整,宁德时代(300750.SZ) 、海博思创(688411.SH) 、德业科技(605117.SH) 、阳光电源(300274.SZ) 等跌幅远超大市表现,反映投资者对明年中国储能需求前景疲弱及地缘政治不确定性上升的忧虑。但摩通认为市场属过度悲观,维持对2030年前储能需求的正面看法,预测中国储能装机至2030年的年均复合...
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