交银国际：锂电行业“反内卷”趋势延续建议关注宁德时代(03750)

智通财经网2025-12-16

智通财经APP获悉，交银国际发布研报称，11月中国动力电池行业产销两旺，政策引导下“反内卷”趋势明确，产业链价格普遍回升。12月排产计划显示下游需求依然强劲。锂电板块经历近期调整后，基于行业基本面稳健且持续向好，为投资者提供了布局窗口，并建议关注具有领先优势的龙头企业宁德时代(03750)。交银国际主要观点如下：11月中国内地动力电池装车量延续增长，出口维持稳健根据中国汽车动力电池产业创新联盟数据...

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交银国际：锂电行业“反内卷”趋势延续 建议关注宁德时代(03750)

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交银国际：锂电行业“反内卷”趋势延续建议关注宁德时代(03750)