寧德時代(300750.SZ)料下半年盈利能力續改善
寧德時代(300750.SZ)表示,儲能產品價格傳導機制較慢,對成本變動較為敏感,導致上半年毛利率偏低,但預期與動力電池趨勢相似,毛利率將會有所改善,又指第二季與客戶價格協商後盈利能力有所恢復,展望下半年市場需求持續增長,相信透露與客戶持續協商價格,預計公司盈利能力將改善。
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