高盛发表报告指，小米(01810.HK) YU7于昨日(26日)正式推出，YU7 Max版搭载宁德时代(03750.HK) 旗舰高端NCM电池“麒麟电池”，而标准版和Pro版则搭载宁德时代旗舰高端LFP电池“神行电池”。
高盛预期宁德时代的麒麟电池渗透率将随着小米YU7等新电动车型号的推出而在下半年恢复增长，从而纾缓低价LFP电池渗透率所带来的不利因素，促进产品组合的改善。该行维持对宁德时代“买入”评级，港股目标价343元，对其A股(300750.SZ) 目标价为323元人民币。
根据高盛对小米SU7及YU7销量预测，估计宁德时代在2025和2026年将为小米供应约31GWh及56GWh电池，占宁德时代总销量的5%与7%，按年增长约200%及80%，其中约40%为麒麟电池。(ha/j)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-26 16:25。) (A股报价延迟最少十五分钟。)
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