智通财经APP获悉，宁德时代(03750)涨超5%，高见395.4港元创上市新高。截至发稿，涨5.67%，报395.2港元，成交额7.16亿港元。
消息面上，高盛近期研报指出，预计宁德时代于今年第二季收入将取得1047亿人民币，纯利将达到156亿人民币，认为其估值具有吸引力，维持对宁德时代A股和港股的“买入”评级。该行认为，宁德时代产品组合改善支撑单位毛利扩张趋势。因得益于今年首五个月欧洲纯电动车(BEV)市场销量同比增长28%，带动电池出口量创下月度历史新高，宁德时代强劲的海外出货，抵消了中国市场的逆风，高盛预计其混增电池单位毛利率将达到150元人民币/千瓦时，较2025年首季的147元人民币/千瓦时有所提升，预计宁德时代次季业绩将有正面表现。
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