美银证券:料宁德时代(03750)第四季国内市场份额按季升 重申目标价605港元

智通财经
Nov 05, 2025

智通财经APP获悉,美银证券发布研报称,行业数据显示宁德时代(03750)9月在中国的电池装机量达35.5吉瓦时,同比增长46%。同期国内市场份额为42.2%,同比持平,环比微跌0.1个百分点。期内国际市场份额为35%,同比及按季分别跌2及1个百分点,排名全球第一。该行维持宁德时代“买入”评级,宁德时代H股目标价605港元,宁德时代A股(300750.SZ)目标价495元人民币。

宁德时代计划11月产量为74.5吉瓦时,同比增长38%,环比增长1%。该行认为有关数据稳健,反映电动车与储能电池需求持续强劲,并预期公司第四季的国内市场份额将按季提升,主要因以宁德为主要电池供应商的车款出货量增长。

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