《大行報告》大和估比亞迪(01211.HK)未來或可成特斯拉磷酸鐵鋰電池供應商
大和發表研究報告指出,《OFweek》早前報道指比亞迪(01211.HK)獲得特斯拉(TSLA.US)10GWh的磷酸鐵鋰(LFP)刀片電池供應訂單,雖然比亞迪拒絕回應,但鑑於特斯拉計劃於其全球車型逐步使用LFP電池,該行認為特斯拉尋找寧德時代(300750.SZ)以外的第二家LFP電池供應商,以管理供應鏈風險的做法合理,並重申對比亞迪的「買入」評級。
該行指出,一個10GWh電池可轉化為接近20萬輛汽車,考慮到特斯拉上海工廠目標每年生產50萬輛汽車,估計10GWh電池訂單不僅可以供應給上海工廠,更可以供應其他地區如柏林或美國工廠。
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