《大行》花旗升先导智能(00470.HK)目标价至67元 今年不太可能是行业周期顶峰

阿斯达克财经
May 14

花旗发表研究报告指出,在先导智能(00470.HK) 参与其2026年中国精英企业日后,董事会秘书姚瑶认为,考虑到领先电池制造商的产能扩张计划,以及固态电池、钠离子电池等新技术路线的贡献,2026年不太可能是本轮上升周期的顶峰。管理层表示,2026年新订单增长可能达到按年40%至50%,高于先前指引的30%。该行指出,从2024年第四季起的订单,预计将从2026年第二季起转化为收入,而该等订单相较...

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