研报掘金丨兴业证券：首次覆盖正力新能(3677.HK)，布局航空动力电池等新兴产品，拓展长期空间

格隆汇APP02-11

格隆汇2月11日｜兴业证券研报认为正力新能拥有差异化打发，利润弹性可期。报告指出，江苏正力新能电池技术股份有限公司现为中国Top10乘用车动力电池公司，公司具备汽车零部件基因，经营战略清晰；当前聚焦乘用车动力电池，市占率提升；公司以平台化产品、柔性制造等差异化打法带动出货增长、利润兑现；同时布局航空动力电池等新兴产品，拓展长期空间。该行预计公司2025-2027 年锂电池出货各为 19.6、...

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