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大行評級|高盛:維持寧德時代“買入”評級 受惠於小米YU7推出 產品組合改善

高盛發表報告指,小米YU7於昨日正式推出,YU7 Max版搭載寧德時代旗艦高端NCM電池麒麟電池,而標準版和Pro版則搭載寧德時代旗艦高端LFP電池神行電池。高盛預期寧德時代的麒麟電池滲透率將隨着小米YU7等新電動車型號的推出而在下半年恢復增長,促進產品組合的改善。

該行維持對寧德時代“買入”評級,H股目標價343港元,A股目標價爲323元。根據高盛對小米SU7及YU7銷量預測,估計寧德時代在2025和2026年將爲小米供應約31GWh及56GWh電池,佔寧德時代總銷量的5%與7%,按年增長約200%及80%,其中約40%爲麒麟電池。

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