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研報掘金丨國海證券:維持億緯鋰能“買入”評級,海外本土化佈局持續推進

國海證券研報指出,鋰電池行業供需層面,需求持續性可期,競爭格局有望進一步明晰。再看億緯鋰能(300014.SZ):消費儲能奠定基本盤,經營拐點下,海外產能建設與新品上量把握新機遇。深厚積澱助力場景與產品方案持續拓展,消費電池穩健基本盤已成。性價比加持下儲能電池已實現出貨高增,新品迭代疊加客戶產能雙重國際化奠定增長持續性;動力電池原產能已逐步走出低谷,大圓柱新品上量有望打開公司遠期擴張空間,內生層面,公司投資趨於穩健,自我造血能力逐步提升。公司消費及儲能業務已形成穩健基本盤,且成長性仍存,海外本土化佈局持續推進與大圓柱新品上量有望充分打開增長空間,維持“買入”評級。

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