《CATL: The $280 Billion Company You've Never Heard Of | Bull vs. Bear w/Stig, Manish, & Ralph》
宁德时代在高利润储能和许可模式上的主导地位带来上行空间，但地缘政治风险和监管审查是主要不利因素。
当然，CL 已经是全球第一的储能供应商，而且我认为有两件事让它更具吸引力。首先，由于我们之前谈到的复杂性和耐久性要求，储能业务为 CL 带来的利润率高于其核心的电动汽车电池业务。
sure and CL is already the world's number one energy storage supplier and I think that two things make it even more attractive play. First is that the storage segment carries higher margins for CL than the core EV battery business because of the complexity and the durability requirements that we talked about.