研报掘金丨华安证券：首予国轩高科“买入”评级，盈利能力稳步提升

格隆汇2025-07-31

华安证券研报指出，国轩高科从磷酸铁锂入局逐步拓展动力电池及储能电池业务，成长为全球动力及储能电池头部企业。2024年，公司动力业务板块收入256.48亿元，储能业务板块收入78.32亿元。同时公司经营管理能力不断增强，企业盈利能力稳步提升。大众汽车集团战投入股，海外市场多点开花。公司已在德国、斯洛伐克、摩洛哥、印尼、泰国、越南、美国等多个国家设立工厂，对应配套德国大众、VinFast、Rivian...

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