【报告】2026宁德时代公司深度研究：迈向应用创新，再造宁德时代——换电篇（附22页PDF文件下载）

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从宁德时代近两年的战略方向看，动力、储能电池持续的材料体系研发、极限制造创新仍是重点和基础，与之同时面向市场应用的集成产品、商业模式创新有被更多的提及。因此，我们将宁德时代的研究重点，从锂电池制造转向应用创新布局，关注换电与车电分离、滑板底盘、数据中心储能集成、零碳电网等业务进展。本篇报告将重点介绍宁德时代的换电战略。以下为报告节选：......文│长江证券本报告共计：22页。

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