【小摩：宁德时代维持“增持”评级 目标价725港元】摩根大通发布研报称，宁德时代已获批准收购吉利汽车旗下重庆耀宁新能源科技有限公司的股权，该公司拥有即将完工的24吉瓦时电池生产项目。报告认为，这宗交易不仅是产能扩张，更可能是中国电池行业进入整合阶段的早期信号，反映原始设备制造商自建电池产能的策略面临挑战，同时突显已获批产能资产的战略价值。该行指出，宁德时代仍为中国电池价值链的首选，目标价725港元，评级“增持”。
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