美银证券发布研报，根据RealLi数据，宁德时代5月在中国的电池装机容量(电芯层面)为26.2吉瓦时，按年增长39%；国内市场份额为42%，按月上升2.0个百分点。根据供应链调查，宁德时代7月计划产量预计约为60吉瓦时，按年增长47%，按月增长3%。小米于6月26日推出SUV车型YU7，上市一小时内获得28万确定的订单。小米YU7所有版本将使用宁德时代的电池，这对宁德时代在中国的市场份额应有正面影响。另外，根据SNE Research，宁德时代在5月实现38%的全球市场份额，按年和按月基本持平，位列全球第一。 该行维持对宁德时代的“买入”评级，基于其行业领先的电池技术和新产品策略以保护市场份额，以及其在技术和规模上的优势，推动更大成本节约空间并维持高毛利率，H股目标价为400港元，A股目标价为364元。
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