中伟新材VS宁德时代？港股打新的黄金逻辑！

2025-11-16

$中伟新材(02579)$ 中伟新材港股IPO，简直就是当年宁德时代的翻版！同样是全球细分领域龙头（三元前驱体市占率30%），同样绑定顶级客户，但港股发行价直接比A股打七折！历史经验看，A+H核心资产的价差迟早收敛，如果A股中伟股价再涨，港股必然跟涨。更何况这次还有9家机构重磅认购，占比44.4%，明牌告诉你：跟着大佬喝汤，稳！

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