EPISODE · May 6, 2026 · 10 MIN
宁德时代狂飙：储能接棒动力电池新时代
from AI解研说
2026年储能赛道迎来全面大爆发，宁德时代彻底告别单纯靠动力电池撑盘的时代！手握超4100亿充足现金，刚敲定390亿港元巨额配股募资，曾毓群手握充足弹药，全力押注储能新增长曲线。国内两大核心政策落地敲定储能稳定盈利模式，海外光伏储能需求持续狂飙，一季度宁德时代储能出货量狂飙至50GWh，月收入直逼百亿元，正式扛起业绩增长大旗。布局钠离子电池锁定三年60GWh超级大单，入股企业补齐算力算电协同短板，成立百亿资源公司携手矿业大佬下场买矿稳供应链。动力电池之后，储能凭什么成为宁德时代第二增长引擎？曾毓群的全球扩张棋局，藏着新能源行业下一轮财富风口，本期播客，一次性讲透宁德时代储能狂飙的底层逻辑与未来战局。
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