宁德时代：11月装车量93.5GWh，关注锂电布局窗口

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【交银国际：11月内地动力电池装车量增长，建议关注锂电板块配置机遇】12月17日，交银国际发布研究报告称，11月内地动力电池装车量持续增长，出口保持稳健。据中国汽车动力电池产业创新联盟数据，2025年11月内地动力电池装车量93.5GWh，同比增长39.2%，环比增长11.2%。该行表示，12月电池环节排产环比继续增长，建议关注锂电板块近期调整后的配置机会。当前行业基本面稳健、排产持续上升，板块...

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