周二，港股部分锂电池股逆势走强。 宁德时代 、 龙蟠科技 一度涨超4%， 天能动力 涨3.7%。摩根士丹利发布研报称，预计宁德时代钠离子电池、凝聚态电池下一代技术将快速规模化落地，未来三年有望带动业绩增速加快、市占率持续提升。上调2026–2028年净利润复合年均增长率预期，从此前25%上调至30%。同时将目标价上调17%，至每股815港元。
周二，港股部分锂电池股逆势走强。 宁德时代 、 龙蟠科技 一度涨超4%， 天能动力 涨3.7%。摩根士丹利发布研报称，预计宁德时代钠离子电池、凝聚态电池下一代技术将快速规模化落地，未来三年有望带动业绩增速加快、市占率持续提升。上调2026–2028年净利润复合年均增长率预期，从此前25%上调至30%。同时将目标价上调17%，至每股815港元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
