小摩：升宁德时代(03750)评级至“增持” 目标价上调至650港元

智通财经网12-01

智通财经APP获悉，摩根大通发布研报称，将宁德时代(03750)评级下调至“中性”，因股价已突破目标价且IPO禁售期即将届满。基于25倍市盈率，将宁德时代(300750.SZ)A股目标价由480元上调至520元人民币。将宁德时代H股评级上调至“增持”，目标价由575港元升至650港元，采用29倍市盈率，较A股溢价15%。目前宁德时代A股成为全球最具估值吸引力的电池股。

自9月中旬以来，市场对宁德时代的盈利预期已上调约10%，现与该行先前预测趋于一致。基于最新数据点及对2026年全球ESS电池需求前景转趋乐观，加上自动化、信息化、数据化驱动的长期需求，该行将宁德时代2026年盈利预测再调升10%至940亿元人民币，较市场预测高出约10%。

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