【麦格理首予宁德时代H股跑赢大市评级 目标价360港元】金十数据5月21日讯，麦格理发表报告，首予宁德时代(03750.HK)跑赢大市评级，目标价360港元，此相当于预测2026财年市盈率18倍，较该行更新后对宁德时代A股目标价人民币320元有溢价4%。该行指，宁德时代H股90%的上市募集资金将用于匈牙利工厂扩建，这对全球扩张策略有利，尽管新股发行带来3.4%的股权摊薄，预计H股当前较低的流通量将在短期内维持H/A股溢价，但长期内预计将正常化。该行宁德时代H股的有限流通量可能导致早期股价波动，这也是H股于5月20日收市价较A股溢价7.4%的原因之一。随着H股未来或将纳入富时、MSCI及恒生等主要指数，预计中期内将为股价提供额外支持，并提升宁德时代对全球投资者的知名度。
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