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銀河證券:全球新能源車邁入新增長階段 動力電池迎來二次擴產潮
格隆匯 11-04 08:52
格隆匯11月4日丨銀河證券指出,全球新能源車邁入新增長階段,動力電池迎來二次擴產潮。國內方面,2020年下半年以來,中國新能源車市場需求由政策驅動切換至市場化,預計“十四五”期間新能源車銷售仍將保持高增長。海外方面,歐洲電動化進程加速,鋰電擴建意願明確。預計到2025年全球主要動力電池廠產能較2020年底增加約1400Gwh,年均新增280Gwh,對應2021-2025年全球鋰電設備年均市場規模300-400億元,年均複合增長率高達40%。
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