异动解读|宁德时代盘中下跌3.03%,贝莱德减持叠加车企去宁德化持续施压

行情直击
Sep 11

9月11日,宁德时代港股盘中下跌3.03%,报544.5港元,成交额2.05亿港元。

消息面上,港交所披露信息显示,贝莱德于9月4日将其在宁德时代H股的好仓比例由6.07%降至5.85%,减持约49.35万股,每股作价约570.14港元,国际资本高位离场信号明确。与此同时,车企"去宁德化"趋势仍在发酵,理想汽车此前宣布自研电池全系装车,小米汽车引入中创新航作为新供应商,多家车企加速扩大二线电池厂供货比例。此外,公司此前披露的200亿至400亿元A股回购方案截至8月31日仍未实施,市场对回购落地节奏的预期持续落空,进一步压制投资者信心。自5月高点以来,宁德时代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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