里昂发表研究报告指,宁德时代(03750.HK) 今年首季纯利按年增长49%至207亿元人民币(下同),按季则跌10%。该行认为,尽管年初至今锂价上升,公司仍能抵御挑战,首季业绩略胜预期。报告提到,公司首季毛利率为24.8%,按年升0.4个百分点,按季跌3.4个百分点,略逊预期,但优于市场担忧,预期2026年是毛利率的底部,并预计从次季起,成本转嫁将带动毛利率改善。该行上调集团2026至2028年...
Source Link里昂发表研究报告指,宁德时代(03750.HK) 今年首季纯利按年增长49%至207亿元人民币(下同),按季则跌10%。该行认为,尽管年初至今锂价上升,公司仍能抵御挑战,首季业绩略胜预期。报告提到,公司首季毛利率为24.8%,按年升0.4个百分点,按季跌3.4个百分点,略逊预期,但优于市场担忧,预期2026年是毛利率的底部,并预计从次季起,成本转嫁将带动毛利率改善。该行上调集团2026至2028年...
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