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產能滿荷需求強勁 寧德時代(03750.HK)續升3%屢破頂 贛鋒鋰業(01772.HK)炒高一成
隔晚(18日)美股三大指數齊創收市高。港股扭轉上日跌勢,今早(19日)高開38點後,初段一度倒跌130點,低見26,414,隨後低位回穩,最新報26,577,升32點或0.1%,成交1,219.26億元。 據內媒引述贛鋒鋰業(01772.HK)在互動平臺上表示,公司儲能電芯已實現規模化量產,並與多家行業龍頭企業建立長期穩定供應合作,目前公司儲能電芯產能已滿產。贛鋒鋰業初段最高見38.06元創2023年9月以來約兩年高。現報37.7元,升10.69%,成交2,464.35萬股(已超上日全日),涉資8.96億元。 同業天齊鋰業(09696.HK)現報42.06元,升6.97%,成交2.28億元。 寧德時代(03750.HK)承過去六日升勢,今早(19日)高開2%後,初段高見521元屢創H股歷史高。最新報520元,升3%,成交5.77億元。寧德時代與理想-W(02015.HK)簽署五年全面戰略合作協議,雙方將在電池安全、超充技術等方面展開深度合作,攜手拓展國內外業務。 里昂稱,寧德時代(03750.HK)目前的電動車和ESS生產均處於滿載狀態,需求強勁,尤其是海外ESS市場。由於假設2026至2027年電池出貨量增加10%,該行上調2026及2027年每股盈利預測各9%。里昂上調寧德時代H股目標價至670港元,重申 「跑贏大市」。
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