宁德时代：能源变革时代的赢家

Global Energy Storage Contemporary Amperex Technology Co Ltd Rating Outperform Price Target 300750.CH 600.00 CNY (530.00 OLD) 3750.HK 580.00 HKD (530.00 OLD) CATL: A winner in the age of energy disruption The LT consequences of energy disruption in the Middle East is an acceleration of the electrification megatrend. This is positive for CATL, the world's leading battery maker. CATL's revenue is expected to grow 40% to RMB595bn in 2026, supported by 32% battery sales volume growth. Despite a slowdown in Chin ...