能源革命核心标的，中伟新材凭什么全球称王？_老虎社区_美港股上老虎

能源革命核心标的，中伟新材凭什么全球称王？

全球每三块三元电池，就有一块用中伟的前驱体！市占率30%，营收全国第一，客户锁死宁德、LG，技术壁垒高到没朋友。如今港股上市，生产基地遍布中国、印尼、摩洛哥，供应链直接规避地缘风险，这格局比纯内资企业强多了。参照宁德时代成长路径，龙头在能源革命中的溢价从来不会缺席。港股估值还比A股低三成，这种赔率机会，不蹲可惜了！ $中伟新材(02579)$

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