智通财经APP获悉，高盛发布研报称，首次给予宁德时代(03750)“买入”评级，H股目标价946港元，指出市场普遍将储能业务视为销量增长机遇，但高盛更相信储能系统整合将成为宁德时代下一阶段价值创造的关键推动力，可带动毛利率扩张、创造高利润率重复性服务收入，并支持估值重评。
高盛预测，包括直流及交流方案在内的储能系统整合，于宁德时代储能出货量占比将由2025年的约33%提升至2030年的近66%，推动储能毛利率由约27%升至约30%，单位毛利由每千瓦时138元人民币升至约200元人民币。电动车电池方面，高盛亦预期宁德时代在中国的市场份额将由2025年的46%稳步升至2030年的50%。
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