《大行》摩通维持宁德时代(03750.HK)“增持”评级 市场地位未受损

阿斯达克财经
Sep 11

摩通发表报告指,宁德时代(03750.HK) 过去一个月股价累计下跌约15%,年初至今升幅收窄至11%(对比恒指同期跌幅为1%)。该行指出,市场的忧虑由2027年需求增长放缓,已扩大至产能过剩、利用率下降及新一轮价格竞争。最近,小米(01810.HK) 的供应商多元化策略,以及理想汽车(02015.HK) 自研电池的消息亦令行业悲观情绪升温。不过摩通相信2027年不会重演2023至2024年产能...

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