热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　摩根大通发布研报称，维持宁德时代（03750）“增持”评级，目标价725港元。

　　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，小米集团-W（01810）的供应商多元化策略，以及理想汽车-W（02015）自研电池的消息亦令行业悲观情绪升温。

　　不过，该行相信2027年不会重演2023至2024年产能过剩的周期，指出宁德时代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1，160亿元人民币。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.