9月16日，宁德时代港股盘中下跌4.26%，报495.6港元，成交额1.68亿港元，延续前一交易日超6%的跌势，股价自5月高点以来累计回撤超32%，A+H股总市值跌破1.5万亿元。
消息面上，核心客户加速"去宁德化"引发市场担忧。理想汽车宣布全系切换自研电池并增资欣旺达动力26.5亿元，小米新车型亦弃用宁德时代转用自家龙甲电池，两家车企均引入中创新航、欣旺达分流份额。此外，多地已暂停受理新增动力及储能电池产能备案，行业规划产能远超全球需求，板块整体承压。不过，摩根大通维持"增持"评级，指出宁德时代上半年国内动力电池市占率升至48%，产能利用率达95%，市场地位未受实质损害。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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