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銀河證券:寧德時代加碼換電業務,設備廠商率先受益
銀河證券研報表示,今年以來寧德時代頻頻加碼換電業務。換電網絡建設有望加速,設備商將率先受益。目前市場上已形成蔚來和寧德時代兩大換電聯盟,依託自身優勢有望吸引更多產業鏈玩家加入,加快新能源汽車換電網絡的建設。換電行業產業鏈主要由上游換電站,中游換電站運營商和車企,下游用户構成。換電設備商主要交付換電整站,作為產業鏈的上游環節,將充分受益於換電網絡的建設進程。在寧德時代和蔚來兩大聯盟換電業務版圖的加速擴張下,換電市場有望進入新的發展階段,換設備廠商作為最具確定性的環節將率先受益。
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