智通财经APP获悉，宁德时代(03750)涨超5%，高见603.5港元刷新上市新高。
中信里昂指出，上调宁德时代H股目标价25.2%，从535港元升至670港元，亦上调对A股目标价，重申对其A股高度确信的“跑赢大市”，H股“跑赢大市”评级。该行在2025年宁德的世界储能大会中与该公司交流，该公司电动车和储能系统(ESS)生产都已满负荷运转，且需求强势，尤其是海外ESS市场。因此上调对该公司2026和2027年每股盈利预测9%，主要受惠于电池出货量上调10%的预测。中信里昂将估值延伸至2027年，并将H股较A股溢价假设为25%。
太平洋证券表示，宁德时代全球市占率持续领先，电池产量稳步增长。同时，公司盈利能力稳步提升，创新产品矩阵升级构筑新增长引擎。此外，宁德时代全球化布局加速，产能建设稳步推进。考虑公司在动力电池、储能电池领域的全球领先地位以及港股上市后融资渠道拓宽，产能扩张与技术迭代加速，太平洋证券上调公司盈利预测。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.