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《大行》大摩升寧德時代(03750.HK)評級至「增持」 目標價上調至815元
摩根士丹利研究報告指,寧德時代(03750.HK)持續創新形成自我強化循環,並非被動應對需求週期。即使原材料價格波動、需求變化及地緣政治干擾,都沒有影響公司的結構性增長軌跡。該行認為,公司正進入新產品周期,兩項新世代電池技術即將商業化,包括鈉離子電池及凝聚態電池,預期兩款產品將快速量產,於未來三年推動增長加速及維持市場份額。該行將寧德時代2026至2028年...
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《大行》大摩升寧德時代(03750.HK)評級至「增持」 目標價上調至815元
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摩根士丹利研究報告指,寧德時代(03750.HK)  +12.000 (+1.783%)    Short selling $468.73M; Ratio 19.068%   持續創新形成自我強化循環,並非被動應對需求週期。即使原材料價格波動、需求變化及地緣政治干擾,都沒有影響公司的結構性增長軌跡。

該行認為,公司正進入新產品周期,兩項新世代電池技術即將商業化,包括鈉離子電池及凝聚態電池,預期兩款產品將快速量產,於未來三年推動增長加速及維持市場份額。

該行將寧德時代2026至2028年盈利年均複合增長率預測由25%上調至30%。升H股評級至「增持」並列為首選股,目標價上調17%至815港元;同時升寧德時代(300750.SZ)  -1.750 (-0.403%)   A股目標價6%至595元人民幣。(ss/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-13 16:25.) (A Shares quote is delayed for at least 15 mins.)

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