智通财经APP获悉，宁德时代(03750)续跌 4%，该股昨日跌 11%。
消息面上，第三季度，宁德时代实现归母净利润212.46亿元，同比增长14.54%，环比下降5.77%，低于此前的普遍预期。宁德时代相关负责人在业绩说明会上解释，受消费税和出口退税影响，叠加产品结构变化，三季度的业绩出现了变化，公司正积极与客户沟通，一起来分担相关影响。至于经营现金流，则是响应倡议、规范供应商付款，存货符合预期。
瑞银发布研报称，宁德时代前9个月净利润为645亿元，仅达全年市场共识与该行预估的62%至67%，这可能导致市场对全年共识预期的下修。瑞银相应将该公司2026至2028年净利润预测下调11%至14%，降至介乎900亿至1310亿元，目标价由820港元下调至730港元，维持“买入”评级。
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