高盛下调韩国电池企业盈利预测 三星SDI降幅较大

格隆汇
Oct 15
高盛10月14日研报将韩国电芯制造商2027年、2028年EBITDA预测平均下调10%,同期正极材料企业预测分别下调6%和7%。其中,LG新能源2027年和2028年EBITDA预测均下调13%,三星SDI分别下调16%和17%。高盛指出,主要原因包括美国电动汽车电池需求预期下滑、中国电池制造商在欧洲市场竞争激烈,以及汇率预测变化。

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