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寧德時代(03750.HK)升4%再創新高 內地部委規範新能源汽車產業競爭秩序
阿思達克 07-21 10:33
寧德時代(03750.HK)今日股價攀升,今早平開後輾轉向上,最新上揚4%,報411元,再創新高。成交量115.3萬股,涉資4.67億元。 國家工信部、國家發改委、市場監管總局聯合召開新能源汽車行業座談會,部署進一步規範新能源汽車產業競爭秩序工作。會議要求,行業企業要深入推進產品價格監測、產品一致性監督檢查及縮短供應商貸款賬期等工作;要進一步完善政策舉措,加強全國統一大市場建設,推動汽車產業提質升級;要加快出台新能源汽車電耗限值及電池回收利用安全等標準;以及要加強行業自律,宣導合法、公平、誠信、正當及有序的行業競爭,共同抵制「網絡水軍」及「黑公關」等網絡亂象。 華鑫證券指,政策呵護,供需結構持續優化。供給端,電池及主機廠新品不斷推出,需求端反饋積極,政策也不斷發力。價格層面,產業鏈歷經價格大幅下行,資本開支不斷收縮,供需格局不斷優化,行業協會、產業鏈公司均在積極優化產能與供給,力爭價格保障企業盈利。整體而言,產業鏈價格處於底部,價格易漲難跌,需求端韌性強勁,調整帶來佈局良機,產業鏈核心公司估值處於歷史低水平,看好產業鏈優質公司。主材關注寧德時代等。
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