寧德時代(300750.SZ)漲4.5% 市值突破2000億元
格隆匯12月5日丨寧德時代(300750.SZ)漲4.5%,報90.6元,成交額超9億元,市值突破2000億元,位居創業板總市值次席。近期汽車板塊市場關注度升温,產業鏈上結構機會顯著,比如胎壓監測概念板塊、新能源汽車上游鈷鋰板塊等。國盛證券指出,寧德時代技術和成本雙重領先,產業鏈執牛耳。國內來看,行業龍頭地位難以撼動。海外來看,訂單金額僅次於LG,鎖定主流車企5-10年訂單。新能源汽車產業長週期景氣拐點即將來臨,隨着國內外主流車企第一輪產品週期啟動疊加行業真正從導入期進入成長期,將形成長短週期共振,板塊有望迎來主升浪。
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