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《大行》里昂:寧德時代(03750.HK)H-A溢價達到H股上市以來最高水平 料溢價將持續
阿思達克 06-27 15:06
里昂發表研究報告指,寧德時代(03750.HK)(300750.SZ)A股及H股的溢價在過去兩日擴大至17%,並處於其H股於上市以來的最高A股及H股溢價。該行預期這個情況將會持續。 報告提到,市場對於固態電池的熱情似乎正在回升。而寧德時代曾表示,目標是在2027年初將固態電池投入小規模商業生產。 該行表示,從流動性的角度來看,寧德時代H股的自由流通量較A股低,意味着其H股的股價更容易受到近期股價波動的影響,予目標價324.6元,評級爲「高確信跑贏大市」。
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