里昂：升宁德时代目标价至670港元重申跑赢大市评级

智通财经2025-09-19

里昂发布研报称，在前往宁德时代（300750）(03750)参加2025年世界储能大会期间，参观了宁德，得知其目前的电动车和ESS生产均处于满载状态，需求强劲，尤其是海外ESS市场。由于假设2026至2027年电池出货量增加10%，该行上调2026及2027年每股盈利预测各9%。里昂对宁德时代A和H股目标价分别由390元人民币和535港元，上调至490元人民币和670港元，重申跑赢大市评级。 ...

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里昂：升宁德时代目标价至670港元 重申跑赢大市评级

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里昂：升宁德时代目标价至670港元重申跑赢大市评级