大行评级｜高盛：对电池价格可持续上升保持审慎观点偏好宁德时代及国轩高科

格隆汇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...

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大行评级｜高盛：对电池价格可持续上升保持审慎观点 偏好宁德时代及国轩高科

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大行评级｜高盛：对电池价格可持续上升保持审慎观点偏好宁德时代及国轩高科