异动解读 | 业务扩张与专利利好叠加机构加仓,宁德时代盘中大涨5.31%

异动解读
Mar 16

宁德时代(03750)今日盘中股价大幅拉升,涨幅达5.31%,表现强劲。

消息面上,公司近期在业务拓展和研发创新方面动作频频。天眼查信息显示,宁德时代全资持股的山西时代新能源科技有限公司于近日成立,注册资本高达20亿元人民币,经营范围涵盖新兴能源技术研发、电池制造与销售等,标志着公司在产能布局上的进一步扩张。

与此同时,公司研发实力持续彰显。根据公开信息,宁德时代近日公布了多项国际专利申请,涉及电池单体、电池装置、热管理方法等多个核心技术领域。数据显示,公司2025年研发投入达221.47亿元,同比增长19.02%,今年以来公布的国际专利申请数量较去年同期大幅增加35.12%,凸显了其深厚的技术储备和创新活力。

此外,机构资金的青睐也为股价提供了支撑。根据最新披露的基金持仓数据,瑞银中国机遇基金在今年1月加仓宁德时代82.38%,法巴中国股票基金更是对其进行了100%的增持。外资机构普遍看好中国资产的配置价值,认为企业盈利上调、估值偏低等因素共同构成了市场的积极支撑。

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