智通财经APP获悉，宁德时代(03750)盘中跌超4%，截至发稿，跌2.58%，报347.6港元，成交额8.69亿港元。
消息面上，大摩发布研报指出，宁德时代第三季收入同比增长59%，反映出货量及市场份额均表现强劲，惟产品组合波动超预期，导致盈利能力被高估。宁德时代第三季单位净利润按季减少约每千瓦时29元人民币，大摩表示当中已计及锂库存亏损、汇兑亏损、消费税、增值税退税减少、客户回扣及产品组合变化等因素，若加回一次性及可逆项目后，第三季单位净利润表现仍具韧性。
大摩表示，将宁德时代今年净利预测下调6%至894亿元人民币，2027年及2028年分别下调7%及10%，表示对长远前景仍乐观，认为除美国市场以外全球电气化可触及市场在未来五年或翻倍，钠电池产品周期开始落地，换电联盟进展良好，但预期宁德时代H股未来三个月可能仍然波动，H/A溢价或进一步收窄。
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