每经AI快讯,海通证券表示,12月10日,宁德时代发布《关于公司与Stellantis合资建厂的公告》,宣布与汽车制造商Stellantis达成协议,在西班牙萨拉戈萨市共同成立合资公司并建设一座动力电池工厂。总投资预计40.38亿欧元,双方各持50%股份。锂电需求表现强劲,电池厂产能利用率处于高位。一方面,新能源汽车销量受政策支持,另一方面,2024年,全球储能装机需求155GWh,同增53%,...
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