金吾财讯 | 锂电池股走低，宁德时代（03750）跌9.37%，先导智能（00470）跌4.08%，中创新航（03931）跌2.50%，正力新能（03677）跌1.57%，龙蟠科技（02465）跌1.46%，星源材质（06067）跌1.42%，比亚迪股份（01211）跌1.15%。摩根大通发表报告指，电池股过去数月明显跑输，最初主要源于需求前景的忧虑，目前焦点则已转向盈利。该行全面下调电池产业链的盈利预测，又指虽然预期2027年全球电动车及储能系统电池需求将增长20-25%，高于市场预期，但日益忧虑行业盈利能力的恶化速度快于预期，而电动车产业链之间亦正出现更广泛的利润再分配。摩通将宁德时代目标价由725港元下调至500港元，评级下调至中性；中创新航目标价由40港元下调至17港元，评级由增持下调至中性；先导智能目标价由45港元下调至22港元，评级由增持下调至中性。
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