大华继显发表研究报告指，宁德时代(03750.HK) 2026年第三季纯利低于预期，报212.5亿元人民币(下同)，按年升14.5%、按季跌5.8%，因公司消化出口增值税上调及2%消费税，而尚未转嫁客户。该行预期，部分税费成本将透过提高电池售价转嫁，第四季利润率有望回升，但2027年税务优惠进一步退坡仍将拖累利润率。该行将宁德时代2026至28年各年纯利预测分别下调5%、10%及16%，至...
Source Link大华继显发表研究报告指，宁德时代(03750.HK) 2026年第三季纯利低于预期，报212.5亿元人民币(下同)，按年升14.5%、按季跌5.8%，因公司消化出口增值税上调及2%消费税，而尚未转嫁客户。该行预期，部分税费成本将透过提高电池售价转嫁，第四季利润率有望回升，但2027年税务优惠进一步退坡仍将拖累利润率。该行将宁德时代2026至28年各年纯利预测分别下调5%、10%及16%，至...
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