金吾财讯 | 宁德时代（03750）股价延续跌势，截至发稿，报348.2港元，跌4.55%，成交额11.05亿港元。值得注意的是，该股近7个交易日累计跌幅已达29.7%。高盛研报指，宁德时代第三季净利较预期低12%，受不利的产品组合、消费税恢复及出口退税率下降所拖累，将H股目标价下调至777港元，维持“买入”评级。另外宁德时代仍列高盛确信买入名单。该行下调公司2026-2028年每股盈利预测4-7%，但提到管理层认为利润率压力只属暂时，预期单位盈利能力将会恢复，受新产品推出及较高价值海外储能系统收入延后确认所支持。
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