A股異動 | 電池股集體走強 理想、蔚來增資欣旺達 保供新能源電池
格隆匯2月25日丨電池股集體走強,其中欣旺達漲超6.5%,科達利漲5.5%,廈鎢新能漲5.3%,融捷股份漲近5%,璞泰來、壹石通、金銀河、寧德時代、派能科技、恩捷股份漲超4%,聲光電科、先導智能、天奈科技漲超3%。2月24日,欣旺達昨日發佈公吿稱,旗下欣旺達電動汽車電池有限公司增資24.3億元,理想汽車、上汽和蔚來等共19 家企業進行了認購合計19.5495%的股權。從19家企業的認繳比例和出資金額來看,終端車企佔據了大頭,其中包括理想汽車旗下的江蘇車和家和蔚來汽車關聯方蔚瑞投資,分別認購了4億元和2.5億元,傳統車企上汽認購1億元,總佔比超過30%。有市場分析稱,當前火爆的新能源汽車市場既讓車企們感到欣喜,又有着諸多焦慮,其中最頭疼的一個就是供應鏈問題,激光雷達、芯片、動力電池等汽車重要組件短缺制約着車企交付量的提升,這其中又屬動力電池短缺問題最為嚴重,於是各家車企紛紛通過自建或入股動力電池工廠以保障供應,提高整車毛利率。

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