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受益寧德時代擴產 先導智能(300450.SZ)大漲15%再創歷史新高
格隆匯 12-30 13:28
格隆匯12月30日丨先導智能(300450.SZ)跳空大漲15%報84.87元,再創歷史新高,最新市值770億元;該股年內累漲88%。寧德時代昨晚宣佈擬投不超過390億元建設鋰電產能,中金測算寧德時代將在未來2-4年內合計新增產能約120-150GWH。廣發證券認為,寧德時代擴大產能令下游受益擴產,尤其是作為產業鏈前端的設備企業。以先導智能為例,公司及子公司泰坦新動力自2020年9月21日至11月11日,收到寧德時代及其控股子公司中標通知累計32.28億元,佔公司去年營業收入總額的68.92%。公司今年新增訂單增長迅猛,2020年一季度新增訂單同比增長57.83%,在手訂單(含税)54.42億元;上半年新增訂單金額同比增長83.19%;2020年三季度合同負債15.01億元,同比增長89.86%。

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