宁德时代41亿入局，翻倍大牛股连续两日涨停

21世纪经济报道04-10

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　记者丨费心懿　　编辑丨张星　　4月8日晚，国内高压直流电源（HVDC）龙头中恒电气（002364.SZ）发布了重磅公告，公司控股股东杭州中恒科技投资有限公司与宁德时代（300750.SZ）签署《战略投资合作框架协议》，拟接受后者41亿元增资，公司股权结构将相应变更。　　受这一强强联合的利好刺激，4月9—10日，...

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days","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.98,"EVS.SI":0.6,"002364":1.96,"03750":1.98},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　记者丨费心懿\n　　编辑丨张星\n　　4月8日晚，国内高压直流电源（HVDC）龙头中恒电气（002364.SZ）发布了重磅公告，公司控股股东杭州中恒科技投资有限公司与宁德时代（300750.SZ）签署《战略投资合作框架协议》，拟接受后者41亿元增资，公司股权结构将相应变更。\n　　受这一强强联合的利好刺激，4月9—10日，中恒电气连续两日早盘直接一字涨停，截至4月10日午盘，股价报35.12元/股，市值跃升至197亿元。市场对此次合作的认可度可见一斑。值得注意的是，中恒电气为2025年的翻倍大牛股，年内涨超151.15%，今年以来，股价也已涨超30%。\n\n　　溢价43.5%入股\n　　公告明确了此次增资的具体形式，宁德时代拟以41亿元认购中恒电气控股股东中恒科技投资的新增注册资本人民币1441.18万元，出资方式为货币及股权。其中，宁德时代以其所持时代天源99.6970%股权作价约11.96亿元，剩余约29.04亿元以现金支付。增资完成后，宁德时代将持有中恒科技投资49%的股权，成为重要战略股东。\n　　21世纪经济报道记者注意到，本次交易存在显著溢价。按照41亿元对应49%股权计算，中恒科技投资的整体估值约为83.67亿元。而截至4月8日收盘，中恒科技投资持有的中恒电气35.56%股份市值约为58.3亿元，这意味着宁德时代为此次战略入股具有约43.5%的溢价。\n　　高溢价的背后，是宁德时代对中恒电气核心技术、市场地位的高度认可，更是其补全自身业务短板的迫切需求。\n　　时代天源成立于2018年，原名为先阳新能源公司，2025年更名，主营锂电池设备制造、光伏储能系统集成及新能源汽车充换电设施三大业务板块。21世纪经济报道记者注意到，目前，时代天源在深圳、苏州、珠海多地均有招聘纳新信息，招引的技术人才包括SST（固态变压器）、储能PCS（变流器）等方向。\n　　将时代天源并入中恒电气体系，本质上是宁德时代整合内部资源，加速电力电子领域布局的关键一步。而被宁德时代重金“锁定”的中恒电气，实力同样不容小觑。\n　　中恒电气是中国高压直流（HVDC）供电技术的国家标准制定者，国内市占率常年保持第一。根据公司半年报，其产品已在阿里巴巴、腾讯、百度等互联网巨头的数据中心实现规模化应用。曾独家中标阿里集团的HVDC供电系统，深度绑定国内头部云厂商与三大运营商。此外，中恒电气还是新能源充换电核心供应商以及国网、南网在新型电力系统的核心服务商。\n\n　　图片来源：IC photo\n　　瞄准算电协同\n　　公告提及，未来双方的合作将围绕绿色ICT基础设施、交通电动化、新型电力系统（算电协同）等领域开展相关业务。其中，新型电力系统、算电协同作为新兴核心赛道，是市场关注的一大焦点。\n　　算电协同是指通过能源技术与信息技术的深度融合，实现算力与电力的双向优化调度。据预测，到2030年，中国数据中心用电量将占全社会用电量的10%以上。如何在保障算力稳定供应的同时，实现绿色低碳发展，已成为行业面临的共同挑战，而算电协同正是解决这一矛盾的关键路径。\n　　通过在数据中心配套储能系统，利用峰谷电价差进行套利，同时参与电力市场辅助服务，可以显著降低数据中心的用电成本。此外，储能系统还可以提供备用电源，提高数据中心的供电可靠性。\n　　宁德时代早已敏锐地捕捉到算电协同这一市场机遇，并布局了AIDC配储的产品线。近日，宁德时代官宣了钠锂双星打造全场景储能解决方案，首次展出储能钠离子电池，相关储能产品能够覆盖2小时到8小时的大型储能以及AIDC储能应用场景。公司还宣称，今年内将实现在AIDC配储领域的商业化落地。\n　　不难看出，此次与中恒电气的合作，与宁德时代在算电协同赛道的布局密切相关。长期以来，宁德时代在能源电力板块的优势集中于直流侧，但在交流侧的电力电子技术（如HVDC、PCS）上存在明显短板。而中恒电气恰好手握这些核心技术，且拥有绑定头部客户的渠道资源。双方联手后，有望快速打通全链条，并在客户群体上形成协同并抢占赛道先机。\n　　“宁王”向下渗透\n　　与此同时，入股中恒电气是宁德时代近半年来在产业链上游的第三次重大投资，也是其首次大规模进军下游电力电子和能源解决方案领域。\n　　回顾宁德时代近期的资本动作，此前的投资重心多集中于锂电产业链上游。\n　　2025年10月，宁德时代出资26.35亿元受让天华新能（300390.SZ）实控人裴振华夫妇所持1.08亿股股权，持股比例升至12.95%，成为该公司第二大股东。\n　　天华新能4月8日晚间发布的一季度业绩预告显示，预计一季度归属于上市公司股东的净利润为9.00亿元~10.50亿元，和上年同期相比（同比）增长27517.53%~32120.45%；扣除非经常性损益后的净利润为8.78亿元~10.28亿元，同比增长3307.58%~3855.57%，堪称A股今年一季度的业绩预增王。\n　　2026年1月，宁德时代拟出资约31.75亿元认购富临精工（300432.SZ）2.3亿股定增股份。交易完成后，宁德时代将直接持有富临精工5%以上股权，成为战略投资者，双方围绕高压实磷酸铁锂、固态电池、钠离子电池等展开联合开发，并锁定采购份额。\n　　2026年2月，宁德时代原计划进一步参与电解液供应商永太科技（002326.SZ）对子公司永太高新的股权重组。后续因交易方案未达成一致而被迫终止。\n　　但与此前“保供应、控成本”的向上投资方向不同，此次入股中恒电气是宁德时代的资本版图的一次向下游生态渗透。\n　　随着宁德时代赴港二次上市，其企业战略也逐渐从单一的电池零部件制造商，转型为覆盖零碳交通、零碳电力、产业新能源化三大领域的零碳科技系统解决方案提供商。这一战略转型的推进，让宁德时代的资本版图在向垂直产业链延伸的同时，向横向生态构建加速拓展。\n　　这也意味着，宁德时代逐步覆盖能源生产、存储、传输、消费全生命周期，并构建串联数字经济与绿色经济的“零碳生态”雏形。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：高佳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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