【里昂首予宁德时代港股“高度确信跑赢大市”评级 目标价385港元】金十数据5月21日讯，里昂发表报告，首予宁德时代(03750.HK)高度确信跑赢大市评级，目标价385港元，对其估值延伸至2026财年，按综合估值的方式作估值，对其电动车电池业务按预测2026财年企业价值对EBITDA的13倍作估值、对储能电池业务按预测2026财年企业价值对EBITDA的12倍作估值等。该行上调对宁德利润率假设，2026至2027年财年净利润预测上调0.5至2%。该行指，宁德时代融资将支持公司扩大欧洲业务，为其在欧洲的新产能提供资本支出。宁德时代资产负债表上充裕的现金(450亿美元)也将为未来电池技术研发提供充足资金，其中固态电池最令人期待。
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