智通财经APP获悉，中创新航(03931)午前涨超6%，截至发稿，涨6.05%，报31.9港元，成交额1.46亿港元。
消息面上，花旗最新研报指出，中创新航在进行电池产能扩张的背景下，储能系统(ESS)电池的强劲需求以及商用电动车(EV)电池的需求，将支持中创新航在2026至2027财年的电池出货量增长。花旗在中创新航公布2025财年业绩后更新其预测模型，并将公司2026及2027财年的盈利预测分别上调7%及34%，至28.35亿及48.17亿元人民币，主要反映管理层的指引及更高的电池销量假设。
小摩认为，中创新航2026年出货量有望实现强劲增长，管理层指引全年出货量达180GWh，同比增长55%，在乐观情景下或可达190-200GWh。随着新产能自2026年三季度起逐步释放，2027年出货增速有望进一步超过2026年。基于公司市场份额提升趋势及高端化受益逻辑，小摩维持对其中长期看好判断。
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