金吾财讯 | 宁德时代（03750）盘初走高，截至发稿，最新报654.50港元，涨幅2.11%，成交额4.15亿港元。消息面上，据宁德时代消息，近日，宁德时代与连云港交控下属公交集团签署五年期战略合作框架协议。双方将围绕车辆后市场服务与城市换电网络领域深化合作，助力城市交通低碳发展。另一消息面上，国海证券新近研究指，宁德时代电船拓展应用空间，回购及分红增强信心。公司与平陆运河集团签署战略合作协议，首批试运营的电船将搭载宁德时代电池。除了推进船舶的电动化替代，双方计划在运河沿线建设风光电站、储能电站与微电网，为园区、港航与充换电设施供电。动储出货量同比大幅增长，市占率同比提升。而全球锂电池需求保持强劲，新产能有望支撑放量。此外，2026年7月24日，公司宣布200-400亿元A股回购注销计划，预计减少总股本0.75%-1.51%，认为体现公司对长期发展前景充满信心。公司2026年8月3日发布2026年中期分红A股实施公告，分红61.8亿元，股东回报策略有望提升投资吸引力。全球锂电需求保持强劲，公司市占率持续提升，维持“买入”评级。
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