锂电股年内平均回撤近五成,宁德时代三季报揭开行业周期拐点

东方财富网
Oct 28

21世纪经济报道记者董鹏  不仅是宁德时代,整个锂电行业三季度盈利都出现环比回落。  以Wind锂电池板块为例,截至10月27日,共有49家上市公司披露三季报,其中三季度实现归母净利润合计383.8亿元,较今年二季度下降20.8%。  剔除利润最高的宁德时代、利润最低的东方精工后,三季度锂电业利润总额回落的趋势依然成立,连续五个季度的盈利扩张期就此结束。  对于上述行业景气度、企业盈利端的收缩,...

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