大华继显:宁德时代现逢低吸纳机会,维持“买入”评级

智通财经
Sep 20
【大华继显:宁德时代现逢低吸纳机会,维持“买入”评级】大华继显发表研报指,电池级碳酸锂期货于9月累跌逾20%,达至每吨12.4万元,跌势源于市场传闻主要电池制造商已缩减生产计划,加上中国有色网改为采取更广泛的库存统计方法,导致单次经调整每周库存量从约7万吨跃升至16.93万吨,拖累上市锂矿企业股价走低。该行维持对宁德时代2026至28年每吉瓦时净利润的预测,分别为9360万、9560万及9780万。宁德时代A股股价曾创一年低位,主因是据报理想、小米及小鹏等扩大电池采购来源。不过,该行认为市场过度忧虑,指出公司拥有技术、可靠性及品牌护城河,现逢低吸纳机会,维持“买入”评级。

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