特斯拉暴跌，殃及宁王？

华尔街见闻2025-03-11

特斯拉销量暴跌，它的主要电池供货商宁德时代还好吗？ 3月9日，摩根士丹利策略分析师Jack Lu和Kaylee Xu发布报告称，特斯拉市场份额流失的主要受益者是宁德时代的其他客户，对宁德时代影响不大。大摩表示，宁德时代的客户群体足够多元化，能够有效抵御市场份额风险。年初，特斯拉在全球的市场份额有所下滑，主要被宁德时代的其他客户所瓜分。大摩提醒道，真正对宁德时代市场份额构成威胁的实际上是比亚迪，...

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Xu发布报告称，特斯拉市场份额流失的主要受益者是宁德时代的其他客户，对宁德时代影响不大。\n大摩表示，宁德时代的客户群体足够多元化，能够有效抵御市场份额风险。年初，特斯拉在全球的市场份额有所下滑，主要被宁德时代的其他客户所瓜分。\n大摩提醒道，真正对宁德时代市场份额构成威胁的实际上是比亚迪，比亚迪也可能是全球电池市场唯一能和宁德时代形成实质竞争的企业。\n与比亚迪相比，欧洲对本土汽车制造商的保护措施可能会更有利于宁德时代在欧洲市场的增长。而在中国市场，宁德时代和比亚迪形成了双寡头竞争格局。\n\n目前，特斯拉仍然是宁德时代的最大客户，在2024年第四季度贡献了约10%的新能源汽车电池出货量，这些电动车型主要销往中国市场。此外，宁德时代在欧洲的市场份额有所提升，这得益于大众ID.7的推出。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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