《股市简讯》宁德时代A股创逾一年新低，市场关注动力电池行业竞争格局

路透中文

09/15

《股市简讯》<a href="https://laohu8.com/S/300750">宁德时代</a>A股创逾一年新低，市场关注动力电池行业竞争格局

* 中国动力电池巨头--宁德时代A/H股300750.SZ3750.HK周二午后扩大跌幅，均一度挫5.8%，创逾一年和半年新低。市场继续关注车企自研电池进展及其对动力电池行业竞争格局的影响。

* 中证新能源汽车指数.CSI399976跌逾1%。宁德中港股股价本月迄今已累跌超一成。

* 中金公司报告称，市场担忧车企供应链战略致宁德时代份额下滑，但中金认为供应链战略调整牵涉到车企品牌、质量稳定、新技术迭代能力和供应保障，完全与宁德切割或有难度；而宁德在出海、新场景(重卡/矿卡/船舶等)以及新技术(钠电、固态电池等)等增量领域具备较强先发优势、有望获得较高份额。

整体上，中金看好宁德时代全球电池份额维持稳健。（完）

更多股市简讯请点选CN-CMN-HOT

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更多股市简讯请点选CN-CMN-HOT","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}