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# 一代宁王，就此落幕？宁德时代的股票今天真惨
- URL: https://hyboox.com/yi-dai-zhu-wang-jiu-ci-luo-mu-zhu-de-shi-dai-de-gu-piao-jin-tian-zhen-can/
- Published: 2026-10-21T07:12:52.000Z
- Updated: 2026-10-21T08:04:06.000Z
- Author: 财妹机会
- Tags: 千里眼

但宁王绝不是茅台，和茅台比，宁王依然是王者  
茅台丢掉的是需求，宁德时代丢掉的是毛利。  
毛利能谈回来，需求很难。

决定宁德时代后市的变量，是消费税成本最终由谁承担。

![](https://hyboox.com/content/images/2026/10/56b004a92c459bb9c4c6147c58be50a90bec2a706d246c58f40c6c9f5827cd2d.png)