智通财经APP获悉，先导智能(00470)午后一度跌超9%，触及19.73港元创上市新低，单近五个交易日股价累跌超三成。截至发稿，跌8.07%，报20.04港元，成交额1.16亿港元。
消息面上，国内新能源汽车需求走弱，叠加近期出台政策禁止产能利用率偏低的储能设备制造公司继续扩产，市场担忧电池扩产节奏会放缓。花旗发布研报称，尽管先导智能管理层仍看好订单能见度，但该行从自动化公司经营数据中看到电池资本开支放缓的早期迹象。该行电池团队亦预测全球电池产能在2027/2028年仅分别同比增长24%/15%，低于2026年的46%同比增幅。将先导智能评级由“买入”下调至“中性”，目标价由63港元大削至24港元。
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