$宁德时代(0375_老虎社区_美港股上老虎

$宁德时代(03750)$有一个想法，这一轮上升期，纯电池厂，没有自产上中游材料的电池厂，毛利可能会被终端和上中游压制的比较惨，一根筋两头堵了，宁德自己去搞矿搞出来巨亏，说明自己也不是这块料。从上中游做到电池厂的一体化企业，会舒服的多。

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