9月15日，宁德时代港股盘中下跌3.01%，报532.5港元，成交额5.92亿港元。
消息面上，多家车企加速降低对宁德时代的依赖。理想汽车宣布自研电池将全面覆盖旗下车型，小米汽车在增程产品线引入中创新航、欣旺达等供应商，长城、吉利、广汽等车企亦通过自研或合资方式布局电池领域，"去宁德化"趋势从行业讨论加速转化为实质行动。此外，碳酸锂主力合约此前跌破13万关口，多地暂停受理新增动力电池产能备案，锂电板块整体承压。
尽管公司已于9月11日启动200亿至400亿元A股注销式回购计划并完成首笔约2亿元回购，大摩、小摩均维持正面评级，但市场对客户分散化带来的长期份额侵蚀忧虑仍占主导。自5月高点以来，公司A股累计回撤约27%，总市值蒸发约6000亿元。
（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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