港股异动 | 宁德时代(03750)一度跌超4%创3月以来新低车企逐步开启“去宁德化”

智通财经网09-08 11:45

智通财经APP获悉，宁德时代(03750)今早一度跌超4%，触及546.5港元创今年3月以来新低。截至发稿，跌2.53%，报558港元，成交额8.59亿港元。

消息面上，近期，车企逐步开启“去宁德化”。9月7日，理想汽车正式宣布，其自主研发的电池系统已启动全系车型搭载进程。此外，小米汽车近期也重磅官宣“龙甲电池”，中创新航、欣旺达入局。据此前报道，为摆脱对宁德时代的依赖，广汽、东风、吉利等均已投入动力电池自研，部分车企已具备动力电池量产能力。

另据真锂研究，近期产业圈传出消息，某头部电池大厂计划下调9月排产，市场流传版本环比8月回落接近10%，和机构此前预判的环比增长5%-10%的旺季基准形成明显预期差。该消息至今没有得到涉事企业官方确认，却已经在产业链、资本市场快速扩散。

更多港股重磅资讯，下载智通财经app

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