智通财经APP获悉，瑞银发布研报称，宁德时代(03750)第三季度业绩略胜预期，净利润按季升12%至185亿元人民币，较去年同期升41%。首九个月净利润490亿元人民币，为全年市场预期670亿元人民币73%，意味第四季净利润预期仅180亿元人民币。鉴于第四季通常受季节性因素影响而优于第三季，预期市场将温和上调盈测。该行又指，由于宁德时代股价已超越目标价，因此把该股纳入检讨。该行此前予该股目标价为495港元及“买入”评级。
该行亦引述管理层指，电动车及储能系统电池需求强劲，并预期势头将延续至明年。主要需求驱动因素包括每辆车电池安装量增加、电动重型卡车销量快速增长及国内外储能项目利用率和盈利能力改善。公司又指，匈牙利工厂第一阶段已在测试设备，重申年底完成建设目标。
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