研報掘金丨平安證券:維持寧德時代“強烈推薦”評級,新產品密集發佈
平安證券研報指出,寧德時代(300750.SZ)一季度實現歸母淨利潤105.10億元,同比+7.00%,Q1出貨近95GWh,穩居全球龍頭地位。公司銷售毛利率增至26.42%,同比上升5.15pcts,主要得益於公司單Wh的絕對收益保持穩定,同時產品單價下降。報吿期內,公司神行電池開始大規模量產交付,全球首發落地小米汽車SU7。另外,公司近期發佈了全球首款5年零衰減、6.25MWh高能量,多維真安全的“天恒”儲能系統,在標準20尺集裝箱內實現能量密度的提升。受動力及儲能新技術新產品密集發佈影響,上調公司24-26年盈利預測,維持“強烈推薦”評級。
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