智通财经APP获悉，摩根士丹利发布研报称，上调对宁德时代(03750)的EBITDA预测，将宁德时代A股(300750.SZ)目标价由425元人民币升至490元人民币，重申“增持”评级;H股目标价由465港元升至585港元，评级由“增持”降至“与大市同步”，并将首选标的由H股转为A股。
该行预期未来五年内地储能行业将由低质量转向高质量发展。相较于小型电池制造商，宁德时代的产品预计能为储能项目投资回报率带来7至15个百分点的溢价。该行料宁德时代在国内储能行业的市占率将由现时约10%，于未来三年内提升至超过50%。
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