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《大行》大摩料寧德時代(300750.SZ)股價逾八成概率在未來30天上升
阿思達克 08-01 09:54
摩根士丹利發表研究報告指,寧德時代(03750.HK)(300750.SZ)A股股價在未來30天,有超過八成概率上升,主要由於其A股近期股價回調,令短期估值變得更具吸引力。 大摩認為,南韓電池製造商LG能源(LGES)來自Tesla(TSLA.US)的儲能系統(ESS)訂單僅佔Tesla ESS產能的一小部分,交付將從2027年開始,在此之前,寧德時代仍將是主要供應商。另外,寧德時代在磷酸鐵鋰(LFP)方面仍有優勢,並將繼續推動技術迭代,而鈉離子和固態電池技術亦可進一步鞏固公司市場份額,且寧德時代在美國將通過技術授權與Tesla和福特(F.US)合作,以獲取市場份額。 綜合上述各因素,該行認為現在是買入寧德時代A股的機會,予其「增持」評級,目標價425元人民幣。
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