瑞银研究报告指,宁德时代(03750.HK) 今年首季业绩胜预期;净利润按年增长49%至207亿元人民币(下同),受惠于交付加速,但按季下跌10%,受季节性因素影响,相当于该行及市场全年预测的23%。撇除非经常性项目,净利润按年增长53%至181亿元。管理层强调4月及5月订单强劲,并预期首季及次季产能利用率将维持在85%至90%的高位。虽然公司首季未有主动调整价格,但预期次季毛利率或按年下跌,因...
Source Link瑞银研究报告指,宁德时代(03750.HK) 今年首季业绩胜预期;净利润按年增长49%至207亿元人民币(下同),受惠于交付加速,但按季下跌10%,受季节性因素影响,相当于该行及市场全年预测的23%。撇除非经常性项目,净利润按年增长53%至181亿元。管理层强调4月及5月订单强劲,并预期首季及次季产能利用率将维持在85%至90%的高位。虽然公司首季未有主动调整价格,但预期次季毛利率或按年下跌,因...
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