大摩：降寧德時代(03750)評級至「與大市同步」重申其A股(300750.SZ)「增持」評級

智通財經網

2025/10/09

智通財經APP獲悉，摩根士丹利發布研報稱，上調對寧德時代(03750)的EBITDA預測，將寧德時代A股(300750.SZ)目標價由425元人民幣升至490元人民幣，重申「增持」評級;H股目標價由465港元升至585港元，評級由「增持」降至「與大市同步」，並將首選標的由H股轉為A股。

該行預期未來五年內地儲能行業將由低質量轉向高質量發展。相較於小型電池製造商，寧德時代的產品預計能為儲能項目投資回報率帶來7至15個百分點的溢價。該行料寧德時代在國內儲能行業的市佔率將由現時約10%，於未來三年內提升至超過50%。

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大摩：降寧德時代(03750)評級至「與大市同步」 重申其A股(300750.SZ)「增持」評級

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大摩：降寧德時代(03750)評級至「與大市同步」重申其A股(300750.SZ)「增持」評級