目前新能源的渗透率，_老虎社区_美港股上老虎

目前新能源的渗透率，很大一部分是靠增程贡献的。等纯电发力之后，增速会更快。另外，宁德从来没像其他行业那样打价格战，产业链惨，纯粹是因为主力厂天真地以为卖便宜货就能占领市场。 $宁德时代(03750)$

宁德中报业绩：上半年营收1780亿，同比+7.27%，净利润305亿，同比+33%。外资给出Q2净利152亿元的预测，今晚二季度数据165.6亿，超预期，美银证券提升宁德时代(03750.HK)目标价至475元。【绩后股价大跌，你是否看好低位布局机会？】

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