银河证券电新Q3业绩总结：盈利分化修复在即关注龙头竞争力

智通财经网2023-11-19

银河证券发布研究报告称，23Q1-3在车企价格战、促消费政策等因素催化下，新能源车市场逐渐走出国补末端效应影响，销量有所回暖，但同比增速明显下滑。电池下游的另一大储能市场开启行业第二增长引擎，锂电景气度仍将延续。行业盈利整体承压，Q3收入环比提升但利润环比明显下滑。子行业分化加剧，部分进入洗牌期。电池企业利润率进一步修复，集中度提升。重点推荐电池龙头宁德时代(300750.SZ)、亿纬锂能(...

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href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-11-19/doc-imzvctkt5236335.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0224","symbol_name":"电气机械","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-11-19/doc-imzvctkt5236335.shtml","article_id":"2384324251","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-11-19/doc-imzvctkt5236335.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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银河证券电新Q3业绩总结：盈利分化 修复在即 关注龙头竞争力

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银河证券电新Q3业绩总结：盈利分化修复在即关注龙头竞争力