研報掘金丨西部證券:寧德時代Q1業績超預期,維持“買入”評級
西部證券研報指出,寧德時代(300750.SZ)第一季度業績超市場預期,現金流表現強勁。24Q1經營性淨現金流達283.6億元,期末貨幣資金達2886億元。24Q1動力儲能出貨量同比維持高增,預計24年公司動力電池出貨量390GWh以上,同比+22%,儲能電池出貨量90GWh以上,同比+31%,動力儲能出貨量維持較高增速,單位淨利維持較高水平。另外,公司神行電池24Q1大規模交付客户,其中全能系列產品首發落地小米SU7 PRO,業界首次實現磷酸鐵鋰830公里續航最高水平。儲能領域,公司發佈全球首款5 年零衰減6.25MWh 儲能系統。優質產品持續開發應用持續鞏固公司龍頭優勢地位。公司產品技術優勢明顯,龍頭地位穩固,維持“買入”評級。
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