寧德時代(03750.HK)續跌近6% 較上周上市價仍有逾15%「浮盈」
上周二(20日)H股上市的全球電動車電池巨擘寧德時代(03750.HK)承上周對上兩日跌勢,今早(26日)平開後早段顯著走低,最低見303.2元。現報303.4元,跌5.89%,成交469.07萬股,涉資14.56億元。現價較上市價263元仍大幅高出約15.4%。
麥格理日前首予寧德時代(03750.HK)H股「跑贏大市」評級,目標價360元,此相當於預測2026財年市盈率18倍,較該行更新後對寧德時代A股(300750.SZ)目標價320人民幣有溢價4%。里昂亦首予寧德時代(03750.HK)H股「高度確信跑贏大市」評級,目標價385元,認為其資產負債表上充裕的現金(450億美元)也將為未來電池技術研發提供充足資金,其中固態電池最令人期待。
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