A股異動 | 鋰電池板塊走高 寧德時代稱8萬-12萬車解決方案是換電
格隆匯2月17日丨鋰電池板塊集體走高,其中雲天化、中礦資源漲停,鞍重股份漲9%,派能科技、融捷股份漲8%,天齊鋰業、永興材料漲6%,華友鈷業、中偉股份、贛鋒鋰業、鵬輝資源、博力微漲超5%。寧德時代16日披露投資者關係活動記錄表公吿,公司認為,8-12萬元區間車型終極解決方案是巧克力換電。電動化替代較難的是8-12萬價位區間車型,以巧克力電池換電產品配套相應車型,可使新能源車(不含電池)首購成本低於燃油車,換電速度等於燃油車加油,解決性價比的問題。中航證券表示,換電能夠節約時間,降低成本,徹底解決里程焦慮;動力電池的成本約佔整輛車價格的40%,在換電模式的車電分離下,消費者可選擇不購買動力電池而採用租賃的方式,大大降低了購車成本。

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