摩根士丹利发表研究报告指，宁德时代A股股价在未来30天有超过八成概率上升，主要由于其A股近期股价回调，令短期估值变得更具吸引力。 大摩认为，韩国电池制造商LG能源来自特斯拉的储能系统(ESS)订单仅占后者产能的一小部分，交付将从2027年开始，在此之前，宁德时代仍将是主要供应商。另外，宁德时代在磷酸铁锂(LFP)方面仍有优势，并将继续推动技术迭代，而钠离子和固态电池技术亦可进一步巩固公司市场份额，且宁德时代在美国将通过技术授权与特斯拉和福特合作，以获取市场份额。 综合上述各因素，该行认为现在是买入宁德时代A股的机会，予其“增持”评级，目标价为425元。
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