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《大行報告》大和:比亞迪(01211.HK)爲特斯拉(TSLA.US)供應電池正面 釋放業務價值
比亞迪(01211.HK)執行副總裁廉玉波透露,將爲特斯拉(TSLA.US)供應電池。大和認爲,此對比亞迪正面,能釋放業務價值,料比亞迪可能僅將其電池容量的10%分配給外部出貨。 大和認爲,隨着磷酸鐵鋰電池使用量的增加,汽車製造商尋找其他供應商屬正常趨勢,預計未來其他汽車OEM將採取更多措施,特斯拉可能需要另一家供應商,對全球加快採用磷酸鐵鋰電池是積極的,並且應該會使許多中國電池製造商受益。
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