智通财经APP获悉，摩根士丹利发布研报称，据内媒报道，宁德时代(03750)可能于明年推出NCM811电池组产品，将增程式电动车(EREV)电池容量提升至80kWh，较目前每单位30至50kWh有所增加。据大摩所知，宁德时代尚未确认此消息。大摩重申对宁德时代A股(300750.SZ)，目标价425元人民币;同予其港股“增持”评级。
大摩表示，继宁德时代今年向EREV市场推出Freevoy电池产品后，认为明年新产品可进一步将公司续航里程提升至大于600km。新技术可与最先进的NP3.0(无传播)技术结合，提升安全性和长寿技术，以增加循环寿命。大摩视此为宁德时代展示其动力系统解决方案能力的另一例证，并指公司迭代不断，旨在为动力系统提供更好的性能。
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