“宁王”不服“寒王”！宁德时代飙升14%，创2022年2月以来新高

Group 1 - The core viewpoint of the report indicates that CATL's sodium battery mass production progress creates a technological moat alongside the Kirin battery's 40% market share [1] - Future trends may depend on the intensity of inventory replenishment by automakers in the fourth quarter and the realization of overseas orders [1] - The stock price is expected to maintain a fluctuating recovery pattern driven by technological breakthroughs and performance validation [1]