寧德時代(300750.SZ):儲能方面預計行業增速還是會比動力電池更高
格隆匯4月21日丨寧德時代(300750.SZ)於2023年4月20日召開電話會議,問答環節中,就“公司對動力和儲能今年整個行業增速的判斷及公司增速的判斷如何?公司預計何時開始補庫存?”,公司表示,動力電池方面,由於新能源車車型供給數量不斷提升,新能源汽車滲透率已提升至30%以上,公司會持續跟蹤市場具體變化,以便靈活應對。儲能方面,預計行業增速還是會比動力電池更高,公司與客户多為長期戰略合作關係。
公司補庫存較為靈活,也觀察市場關鍵資源材料如碳酸鋰等的價格變化,而制定相應應對策略。
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