《大行報告》摩通:市場可能過度解讀工信部言論 趁弱勢吸納電池供應鏈股
摩通發表研究報告認爲,中國電池供應鏈相關股份於昨日(9月16日)下跌,主因工信部對高電池成本的言論,以及政府有意保證新能源車主要材料供應。該行相信市場過份解讀有關政策,並建議投資者可以趁低吸納,當中看好寧德時代(300750.SZ)、雲能國際(002812.SZ)、璞泰來(603659.SH)、天賜(002709.SZ)、華友鈷業(603799.SH)和贛鋒鋰業(01772.HK)。
工信部副部長辛國斌日前表示,目前中國新能源車成本依然偏高,關鍵部件動力電池面臨壓力,工信部將與相關部門一起加快統籌,提高保障能力 。
該行指,上述言論引發電池相關股份下跌,但認爲並非工信部第一次表態,市場有過份解讀的情況,因當中並無提及任何有關價格管制的可能,而且因應大部份原材料來自海外,相信政府亦難以控制價格。
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