中信证券：中国企业在全球动力及储能电池领域仍将保持领先优势

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智通财经APP获悉，中信证券发布研究报告称，展望2026年，预计在动力电池市场，面对中国企业，日韩企业仍将面临份额持续下滑的压力，北美地缘政策对中国企业的限制给予其储能业务较大机遇，但后续产品验证、产能建设及订单兑现节奏仍有待观察。中国电池企业在全球动力及储能电池领域仍将保持较强的领先优势，重点推荐海外份额持续提升、盈利能力领先、具备显著估值优势的国内头部电池企业。25Q4海外电池企业经营回顾：...

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