宁德时代回购新进展 机构:业绩短期扰动不改中长期增长逻辑

格隆汇
Oct 21
据21财经,今晚,宁德时代公布最新回购进展,回购348.86万股,金额共计8亿元。目前公司本轮回购累计金额达46.07亿元。此前一日,宁德时代发布2026年三季报,客观来看,三季度单季的利润增速略低于此前市场预期:单季实现营收1652.21亿元,同比增长58.58%;归母净利润212.46亿元,同比增长14.54%。机构普遍分析认为,产品结构变化、税率调整等因素共同影响了当季业绩。但多家机构同时指出,上述因素都只能阶段性地扰动其短期业绩,并不影响行业中长期需求。高盛认为,当前公司股价已过度反映行业风险,强调“市场低估了宁德时代作为全球锂电龙头的抗压能力”。而拆解财报来看,公司的基本面不仅没有动摇,反而在储能、换电等多个方向上同步打造新增长曲线。伴随公司估值来到低位,多家机构看到了配置上的“高性价比”。

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