8月6日，宁德时代港股盘中下跌3.08%，报641.0港元，成交额9.1亿港元。
消息面上，里昂发布研报指出，宁德时代第二季毛利率逊预期，触发市场新一轮忧虑。由于公司刚开始量产钠离子电池，投资者难以确定其利润率能否在下半年回升。该行指出，目前A股预测市盈率约为16倍，较平均低0.5个标准差，若进一步调整至13倍则达至估值下限。尽管里昂维持"高确信跑赢大市"评级及港股目标价770港元，但短期毛利率压力仍对股价形成压制。此外，公司中期分红股权登记日为8月7日，登记日前后资金博弈加剧或放大波动。
（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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