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宁德时代8月12日晚间发布非公开发行股票预案，利好动力电池产业链，我们点评如下：宁德时代公告拟非公开发行582亿，加速动力&储能电池产能扩张。宁德加速产能扩张，利好设备与原材料供应体系，储能供应链贡献新增量。
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