金吾财讯 | 宁德时代（03750）午后持续走弱，现报634.500港元，跌幅4.06%。消息面上，里昂发表研究报告指，宁德时代第二季毛利率逊预期，触发市场新一轮忧虑。由于公司刚开始量产钠离子电池，更令投资者难以确定其利润率会否在下半年回升。该行指出，目前宁德时代A股的预测市盈率约为16倍，较平均低0.5个标准差，若进一步调整至13倍则达至估值下限，可为投资者提供良好入市机会。该行维持“高确信跑赢大市”评级，H股目标价770港元。
金吾财讯 | 宁德时代（03750）午后持续走弱，现报634.500港元，跌幅4.06%。消息面上，里昂发表研究报告指，宁德时代第二季毛利率逊预期，触发市场新一轮忧虑。由于公司刚开始量产钠离子电池，更令投资者难以确定其利润率会否在下半年回升。该行指出，目前宁德时代A股的预测市盈率约为16倍，较平均低0.5个标准差，若进一步调整至13倍则达至估值下限，可为投资者提供良好入市机会。该行维持“高确信跑赢大市”评级，H股目标价770港元。
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