寧德時代(300750.SZ):鋰礦分享不是出於降價的目的,而是有一些礦產資源,不想獲取暴利,希望可以與長期戰略客户分享,正在推進相關溝通
格隆匯3月10日丨寧德時代(300750.SZ)於2023年3月9日召開電話會議時,就“如何看待近期油車和新能源車的降價現象?公司鋰礦返利計劃的初衷是什麼,進展如何?”時表示,油車和電車降價的驅動因素不同,油車降價主要受國6升級的短期影響;電車降價主要受上游原材料價格逐漸回落至合理區間影響。公司作為行業龍頭,在成本和規模方面更具優勢,更容易在競爭中獲得主動權。
公司鋰礦分享不是出於降價的目的,而是我們有一些礦產資源,不想獲取暴利,希望可以與長期戰略客户分享,正在推進相關溝通。
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