异动解读|宁德时代盘中下跌3.08%,机构下调目标价与盈利承压情绪持续扰动

行情直击
Oct 27

10月27日,宁德时代盘中下跌3.08%,报345.8港元,成交额4.61亿港元。

消息面上,市场仍在消化公司三季报后利润率承压影响,多家机构虽维持买入评级,但近期接连下调目标价,压制短线情绪。

机构观点显示,公司第三季度营收1652.21亿元,同比增长58.58%,但净利润212.46亿元,同比增长14.54%,环比下降5.77%;同时出口退税率下调、消费税恢复征收及产品结构变化,对毛利率形成扰动。尽管高盛看好其储能整体方案转型带来的中长期盈利弹性,短期盈利修复不确定性仍是股价压力来源。

(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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