You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨東吳證券:維持寧德時代“買入”評級 25年高景氣度持續
格隆匯 01-22 15:10

東吳證券研報指出,寧德時代(300750.SZ)預吿24年歸母淨利490-530億元,同增11%-20%,對應Q4歸母淨利130-170億元,同比0%~+31%,環比-1%~29%,業績符合市場預期。預計24年全年出貨470-475GWh,同增20%+,其中儲能出貨105-110GWh,同增50-60%。25年國內動力+海外儲能持續高景氣,其中公司已獲得中東19GWh儲能大項目,預計公司出貨量有望同增35%+至近650GWh,且25年Q1行業淡季不淡,排產環比大增50%+,奠定全年高增長。考慮到公司為全球動力電池龍頭,給予25年30x PE,對應目標價450元,維持“買入”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account