金吾财讯 | 宁德时代（03750）早盘曾挫近4%，随后股价小幅回稳，暂报350.6港元，跌1.74%，成交额6.48亿港元。交银国际研报指，宁德时代3Q26收入同比增长58.6%，归母净利润同比增长14.5%，电池出货量超过260GWh，但毛利率环比下降约2.5个百分点至20.7%，反映产品结构变化、出口退税下调、消费税恢复征收及存货减值等因素对盈利的影响。展望未来，动力电池、储能及海外需求仍有望支撑出货增长，但短期盈利修复仍存在一定不确定性。该机构微调收入预测，下调2026–2028年归母净利润预测，目标价由人民币512元下调至454.69元，维持买入评级。
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