凤凰投资师
2022-05-11
$宁德时代(300750)$
困境反转的电池环节。一季度将是电池企业最为艰难的时刻,材料价格的上涨叠加涨价的传导滞后使得电池企业毛利率环比显著下滑,理想Q1整车毛利率达到22.4%,环比+0.1%,系公司参与相关产业布局所致;而从4月1日开始起整车提价11800元,这也意味着新一轮电池价格上涨的开始
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