高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对

智通财经2025-09-15

高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对电池价格可持续上升保持审慎观点。该行的敏感度分析显示每加价10%可带来明年盈利三成至六成上望空间国轩高科、中创新航及亿纬锂能对价格敏感度相对较高。该行相信电池股近期股价上升已反映明年平均售价上升2%至5%的预期。该行偏好宁德时代及国轩高科认为两者受惠周期性复苏及估值吸引。该行对...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2567162128?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-15 11:14","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2567162128","market":"us","top_or_hot":-1,"title":"高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对","media":"智通财经","content":"<div>\n<p>高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对电池价格可持续上升保持审慎观点。该行的敏感度分析显示每加价10%可带来明年盈利三成至六成上望空间国轩高科、中创新航及亿纬锂能对价格敏感度相对较高。该行相信电池股近期股价上升已反映明年平均售价上升2%至5%的预期。该行偏好宁德时代及国轩高科认为两者受惠周期性复苏及估值吸引。该行对...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n","source":"live_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-15 11:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对电池价格可持续上升保持审慎观点。该行的敏感度分析显示每加价10%可带来明年盈利三成至六成上望空间国轩高科、中创新航及亿纬锂能对价格敏感度相对较高。该行相信电池股近期股价上升已反映明年平均售价上升2%至5%的预期。该行偏好宁德时代及国轩高科认为两者受惠周期性复苏及估值吸引。该行对...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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":"03750","symbol_name":"宁德时代","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2567162128","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2567162128","pubTimestamp":1757906060,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对电池价格可持续上升保持审慎观点。该行的敏感度分析显示每加价10%可带来明年盈利三","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159796":"电池","159919":"沪深300","159967":"创成长","159982":"中证500","300014":"亿纬锂能","300750":"宁德时代","399001":"深证成指","399006":"创业板指","399300":"沪深300","510300":"沪深300ETF华泰柏瑞","510880":"红利ETF华泰柏瑞","512510":"中证500ETF华泰柏瑞","512880":"证券ETF","515890":"红利ETF博时","03750":"宁德时代","LU0251142724.SGD":"Fidelity America A-SGD","CHAD":"DeFi Development Corp","000300.SH":"沪深300","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","000001.SH":"上证指数","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0051755006.USD":"摩根大通中国A (dist)","CHAU":"2倍做多沪深300ETF-Direxion","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","000688.SH":"科创50","JKS":"晶科能源","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","LU2153591404.USD":"Aberdeen Standard SICAV I - Asian Sustainable Development Equity A Acc USD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4127":"投资银行业与经纪业","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","000905.SH":"中证500","LU1146622755.USD":"安本中国A股股票基金A Acc","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","03931":"中创新航","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","002074":"国轩高科","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"translate_title":"Goldman Sachs released a report stating that the Wind China Lithium Battery Index has risen by about 40% in the past 60 trading days, significantly outperforming the 18% increase of the CSI 300 Index. The bank pointed out that even if the short-term battery market is tight","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159796":1,"159919":1,"159967":0.6,"159982":1,"300014":1,"300750":1,"399001":0.6,"399006":0.6,"399300":1,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"EVS.SI":0.6,"000905.SH":0.6,"CHAU":1,"03931":1,"03750":1,"000688.SH":0.6,"JKS":1,"000001.SH":1,"CHAD":1,"000300.SH":0.6,"002074":1},"content_text":"高盛发表报告指万得中国锂电池指数过去60个交易日升约四成显著跑赢沪深300指数的18%升幅。该行指纵使短期电池市场紧张对电池价格可持续上升保持审慎观点。该行的敏感度分析显示每加价10%可带来明年盈利三成至六成上望空间国轩高科、中创新航及亿纬锂能对价格敏感度相对较高。该行相信电池股近期股价上升已反映明年平均售价上升2%至5%的预期。该行偏好宁德时代及国轩高科认为两者受惠周期性复苏及估值吸引。该行对宁德时代A股目标价为369元评级“买入”H股目标价为470港元评级“中性”；对国轩高科目标价为54.8元评级“买入”。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2567162128","isCrawlerRequest":true}