《大行》摩通降宁德时代(03750.HK)目标价至440元 第三季业绩逊预期

阿斯达克财经
Oct 27

摩根大通发表研究报告指,宁德时代(03750.HK) 第三季纯利录212亿元人民币,逊于买方已下调至逾220亿元人民币的市场预期,此前预测为超过260亿元人民币。管理层将每瓦时盈利按季下跌归因产品组合不利、9月起实施2%电池消费税,以及出口退税下调的整季影响。摩通将宁德时代今明两年盈利预测分别下调4%及6%至860亿及940亿元人民币,目标价由500港元降至440港元,维持“中性”评级;宁德时代(...

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