大行评级丨小摩:维持宁德时代“增持”评级,相信市场地位未受损

格隆汇
Sep 11
摩根大通发表报告指,相信2027年不会重演2023至2024年产能过剩的周期,维持宁德时代“增持”评级,目标价725港元,指出其在中国电动车电池市占率由去年的44%,进一步提升至今年上半年的48%,相信其市场地位未受损,维持今明两年净利润预测为950亿及1,160亿元。

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