【花旗：市场对电池需求的担忧过头 看好宁德时代A股及中创新航等】花旗称，对2027年电池需求的担忧使得近期宁德时代和碳酸锂相关的股票都遭到抛售。相信市场已对疲软预期定价并有些过头。基于估值吸引力看好宁德时代A股，以及正在获得市场份额的二线参与者，如中创新航和亿纬锂能。分析师Jack Shang等在报告中指出，宁德时代近期遭到抛售主要由于电池供过于求以及竞争格局恶化的担忧。行业调研显示电池需求依然稳健，2027年料增长20%-30%，尽管增速较2026年有所放缓。
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