研报掘金丨中原证券：维持宁德时代“增持”评级，业绩超预期，持续关注动力储能龙头

格隆汇07-30

中原证券研报指出，宁德时代业绩超预期，持续关注动力储能龙头。2026年上半年营业利润556.65亿元，同比增长54.80%；归母净利润432.84亿元，同比增长41.98%；2026年中期分红方案为拟每10股派发现金分红14.17元(含税)。公司业绩超预期，业绩增长主要受益于行业增长带动公司动力和储能电池系统销售增长。其中，公司2026年第二季度实现净利润225.46亿元，同比增长36.46%，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2655710825?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-30 15:04","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2655710825","market":"sh","top_or_hot":-1,"title":"研报掘金丨中原证券：维持宁德时代“增持”评级，业绩超预期，持续关注动力储能龙头","media":"格隆汇","content":"<div>\n<p>中原证券研报指出，宁德时代业绩超预期，持续关注动力储能龙头。2026年上半年营业利润556.65亿元，同比增长54.80%；归母净利润432.84亿元，同比增长41.98%；2026年中期分红方案为拟每10股派发现金分红14.17元(含税)。公司业绩超预期，业绩增长主要受益于行业增长带动公司动力和储能电池系统销售增长。其中，公司2026年第二季度实现净利润225.46亿元，同比增长36.46%，...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>研报掘金丨中原证券：维持宁德时代“增持”评级，业绩超预期，持续关注动力储能龙头</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n研报掘金丨中原证券：维持宁德时代“增持”评级，业绩超预期，持续关注动力储能龙头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 15:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中原证券研报指出，宁德时代业绩超预期，持续关注动力储能龙头。2026年上半年营业利润556.65亿元，同比增长54.80%；归母净利润432.84亿元，同比增长41.98%；2026年中期分红方案为拟每10股派发现金分红14.17元(含税)。公司业绩超预期，业绩增长主要受益于行业增长带动公司动力和储能电池系统销售增长。其中，公司2026年第二季度实现净利润225.46亿元，同比增长36.46%，...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0650527681.SGD","symbol_name":"Fidelity China Consumer A-SGD","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2655710825","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2655710825","pubTimestamp":1785395067,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"中原证券研报指出，宁德时代业绩超预期，持续关注动力储能龙头。2026年上半年营业利润556.65亿元，同比增长54.80%；归母净利润432.84亿元，同比增长41.98%；2026年中期分红方案为拟","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300750":"宁德时代","601375":"中原证券","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU1039395188.USD":"BNP PARIBAS GREEN TIGERS \"C\" (USD) ACC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","LU0261950470.USD":"FIDELITY EMERGING MARKETS \"A\" ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU2298064838.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LIT":"Global X Lithium & Battery Tech ETF","CXSE":"WisdomTree China ex-State-Owned Enterprises Fund","LU2238339852.HKD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (HKD) ACC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU0823437842.USD":"PARVEST GREEN TIGERS \"C\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","03750":"宁德时代","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU1102505762.USD":"富达新兴市场焦点 A","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","LU2289578879.USD":"ALLIANZ CHINA A OPPORTUNITIES \"AT\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD"},"translate_title":"Research Nuggets | Centaline Securities: Maintain the \"overweight\" rating of CATL, its performance exceeds expectations, and continue to pay attention to the leader of power storage","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.5,"601375":1.5,"CXSE":0.6,"03750":0.6,"LIT":0.6,"EVS.SI":0.6},"content_text":"中原证券研报指出，宁德时代业绩超预期，持续关注动力储能龙头。2026年上半年营业利润556.65亿元，同比增长54.80%；归母净利润432.84亿元，同比增长41.98%；2026年中期分红方案为拟每10股派发现金分红14.17元(含税)。公司业绩超预期，业绩增长主要受益于行业增长带动公司动力和储能电池系统销售增长。其中，公司2026年第二季度实现净利润225.46亿元，同比增长36.46%，环比增长8.72%。公司是全球领先的新能源科技公司，主要从事动力电池、储能电池和电池回收利用产品的研发、生产和销售。预计2026 年新能源汽车和锂电池行业景气度将持续向上，2026年我国新能源汽车将持续增长，但考虑购置税减免降低影响及基数效应，预计2026年新能源汽车销售增速将回落。结合行业增长预期和产业链价格走势，以及公司在动力电池领域连续多年位居全球第一，预计2026年公司动力电池业绩将高增长。目前估值相对行业水平合理，结合行业发展前景及公司行业地位，维持公司“增持”投资评级。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2655710825","isCrawlerRequest":true}