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奶奶的个熊

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奶奶的个熊

10-22

车企都在给它打工，你看几个车企愿意，要么组联盟研发电池，要么自个儿鼓捣电池。目的简单去宁德化

宁德时代“单位利润率下降”是新常态吗？大摩：是的，市场利润预期将大幅下修

奶奶的个熊

10-21

$SK海力士(SKHY)$ 妈的我是到哪哪横盘[捂脸] 刚从spacex横盘出来，他就跳涨，好吗现在海力士开始横盘[捂脸]

奶奶的个熊

10-18

$SK海力士(SKHY)$ 大聪明总觉得比谁都懂，[笑哭] 沙雕一个

奶奶的个熊

10-16

$SK海力士(SKHY)$ 138接盘，尽人事，听天命吧

奶奶的个熊

10-16

$美元/离岸人民币(USDCNH.FOREX)$ 涨两年了…跌一跌吧，三驾马车，外贸这样下去也得废了。地产、基建、外贸，玩独轮车了是吧

奶奶的个熊

10-12

$希音-W(00625)$ 妈的现在玩港股的目的是为了回本[捂脸]

奶奶的个熊

10-07

$颖通控股(06883)$ 复盘起步跌40%有的赶紧跑

奶奶的个熊

10-06

$SpaceX(SPCX)$ 卖飞了[捂脸]

奶奶的个熊

10-05

$SpaceX(SPCX)$ 我tm不卖横盘，卖了就飙涨

奶奶的个熊

10-02

$SpaceX(SPCX)$ 今天为啥大涨？

奶奶的个熊

09-30

$希音-W(00625)$ 利润腰斩，股价也要腰斩

奶奶的个熊

09-25

难得外甥女和舅舅坐一桌

科技巨头齐聚白宫欢迎晚宴！马斯克、黄仁勋、库克、苏姿丰同坐主桌，微软、谷歌、OpenAI高管到场

奶奶的个熊

09-25

$希音-W(00625)$ 各位可要拿稳了，准备跳水[得意]

奶奶的个熊

09-22

$SpaceX(SPCX)$ 怪不得全美涨你独跌，又延期28号[捂脸]

奶奶的个熊

09-18

$希音-W(00625)$ 跌妈不认

奶奶的个熊

09-18

$哔哩哔哩(BILI)$ B站用户粘度很高，体验也好，就是商业模式还没有完全走通，国际化程度还不够，大资金看不到合格的商业模式集体撤离，现在摆在哔站面前的是如何平衡用户体验和高净值产出的商业模式。只要把商业模式搞通。超越油管就指日可待了

奶奶的个熊

09-14

$希音-W(00625)$ 外贸制裁下你是起不来了

奶奶的个熊

09-09

$SpaceX(SPCX)$ 看样子又有新股解禁了。

奶奶的个熊

09-04

$希音-W(00625)$ 日尼玛买啥跌啥

奶奶的个熊

09-03

$希音-W(00625)$ 传统电商的护城河基本没有，一个政策就是毁灭者打击[捂脸]

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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-22 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>三季度业绩低于预期，单位利润率骤降引发市场对其盈利能力的深层质疑。摩根士丹利认为，这一压缩趋势难以快速逆转，市场共识盈利预期面临大幅下修压力。</p>\n<p>据追风交易台，摩根士丹利最新研究报告指出，<a href=\"https://laohu8.com/S/03750\">宁德时代</a>三季度净利润为212亿元人民币，同比增长15%，<strong>但较摩根士丹利自身预测低12%。核心压力来自单位净利润率从上半年的0.10元/瓦时骤降至0.08元/瓦时，降幅显著。</strong>摩根士丹利分析师Jack Lu和Kaylee Xu在报告中直言，预计市场共识盈利预测将在此次业绩公布后出现有实质意义的下修。</p>\n<p>当前市场争论的焦点在于：0.08元/瓦时是否已成为新常态，抑或单位盈利能力能随产品结构改善而回升至上半年水平<strong>。该行倾向于认为，利润率将从低谷有所修复，但修复幅度将越来越取决于产品组合变化及储能市场的竞争烈度。</strong></p>\n<h2>三季度业绩：产品结构拖累利润率</h2>\n<p>宁德时代管理层将三季度利润率下滑归因于两方面：一是产品结构不利，低利润率产品贡献占比上升；二是增值税退税减少叠加9月起实施的2%国内消费税，合计较二季度新增约15亿元人民币的成本负担。</p>\n<p>从具体财务数据来看，三季度电池销量超过260吉瓦时，毛利润同比增长27%至342亿元人民币，但毛利率环比下降2.5个百分点至20.7%。收入增长与利润率收窄并存，反映出规模扩张与盈利质量之间的结构性张力。</p>\n<h2>储能市场竞争加剧，质量溢价承压</h2>\n<p>摩根士丹利认为，宁德时代的品质溢价整体仍然存在，<strong>但储能市场（ESS）新兴价格竞争正对单位利润率构成压制。</strong>报告指出，国内储能市场对产品质量要求相对宽松，削弱了宁德时代将其质量优势转化为定价能力的空间。</p>\n<p>在税负压力方面，摩根士丹利判断，若增量税负无法向下游客户转嫁，将逐步由持续推进的成本削减来消化，从而在一定程度上形成自然对冲。但这一过程需要时间，短期内难以完全抵消利润率压缩的影响。</p>\n<h2>大摩维持增持，但下调盈利预期</h2>\n<p>尽管业绩承压，摩根士丹利维持对宁德时代A股的增持评级及500元人民币目标价，该股截至报告发布时报259.08元人民币，目标价较现价隐含约93%的上行空间。</p>\n<p>估值方面，摩根士丹利采用EV/EBITDA方法，对2027年预测EBITDA给予13倍估值倍数，对应2027年预测市盈率约20倍，较过去三年均值高出0.5个标准差，以反映公司新产品周期的潜在催化。摩根士丹利预测宁德时代2026年净利润为950.88亿元人民币，2027年进一步升至1119亿元人民币。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6c2cc8fbb144e7e3eb550454298f5e97","relate_stocks":{"300750":"宁德时代","LU1064131003.USD":"FULLERTON 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今天没骂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613227642138752,"gmtCreate":1790732937663,"gmtModify":1790732939437,"author":{"id":"4227200626931962","authorId":"4227200626931962","name":"奶奶的个熊","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227200626931962","idStr":"4227200626931962"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00625\">$希音-W(00625)$</a> 利润腰斩，股价也要腰斩","listText":"<a href=\"https://laohu8.com/S/00625\">$希音-W(00625)$</a> 利润腰斩，股价也要腰斩","text":"$希音-W(00625)$ 利润腰斩，股价也要腰斩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613227642138752","isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611513517916440,"gmtCreate":1790314450343,"gmtModify":1790314452238,"author":{"id":"4227200626931962","authorId":"4227200626931962","name":"奶奶的个熊","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4227200626931962","idStr":"4227200626931962"},"themes":[],"title":"","htmlText":"难得外甥女和舅舅坐一桌","listText":"难得外甥女和舅舅坐一桌","text":"难得外甥女和舅舅坐一桌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611513517916440","repostId":"1177893576","repostType":2,"repost":{"id":"1177893576","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1790304003,"share":"https://www.laohunote.com/m/news/1177893576?lang=zh_CN&edition=full","pubTime":"2026-09-25 10:40","market":"us","language":"zh","title":"科技巨头齐聚白宫欢迎晚宴！马斯克、黄仁勋、库克、苏姿丰同坐主桌，微软、谷歌、OpenAI高管到场","url":"https://stock-news.laohu8.com/highlight/detail?id=1177893576","media":"老虎资讯综合","summary":"当地时间9月24日晚，国家主席习近平和夫人彭丽媛在白宫出席美国总统特朗普和夫人梅拉尼娅举行的欢迎宴会。据悉，马斯克、黄仁勋、苏世民、奥尔特曼等美国工商界人士参加此次宴会。美国顶尖科技高管出席此次晚宴，凸显出在竞逐科技与AI领域主导权的同时，他们依然离不开中国的市场与资源。作为依赖中国庞大市场的美国顶级科技企业掌舵人，库克、黄仁勋、马斯克以及Advanced Micro Devices的苏姿丰被安排在主桌，与两国元首及第一夫人同席。","content":"<html><head></head><body><p style=\"text-align: left;\">当地时间9月24日晚，国家主席习近平和夫人彭丽媛在白宫出席美国总统特朗普和夫人梅拉尼娅举行的欢迎宴会。</p><p style=\"text-align: left;\">据悉，马斯克、黄仁勋、苏世民、奥尔特曼等美国工商界人士参加此次宴会。</p><p style=\"text-align: left;\">根据白宫公布的宾客名单，出席晚宴的还有 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>的蒂姆·库克(Tim Cook)、 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>及 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>的埃隆·马斯克(Elon Musk)、OpenAI的山姆·阿尔特曼(Sam Altman)和格雷格·布罗克曼(Greg Brockman)、 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>的谢尔盖·布林(Sergey Brin)、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>的萨提亚·纳德拉(Satya Nadella)、派拉蒙天舞 <a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a>的大卫·埃里森(David Ellison)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的桑达·皮采(Sundar Pichai)、 <a href=\"https://laohu8.com/S/MU\">美光科技</a>的桑杰·梅赫罗特拉(Sanjay Mehrotra)、 <a href=\"https://laohu8.com/S/QCOM\">高通</a>的安蒙(Cristiano Amon)、TikTok投资者杰夫·亚斯(Jeff Yass)以及 <a href=\"https://laohu8.com/S/DELL\">戴尔</a>的迈克尔·戴尔(Michael Dell)。美国顶尖科技高管出席此次晚宴。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7baa3ee5294e56c2ad7ae3505b53c173\" data-align=\"center\" tg-width=\"2028\" tg-height=\"1356\"/><span></span></p><p style=\"text-align: left;\">作为依赖中国庞大市场的美国顶级科技企业掌舵人，库克、黄仁勋、马斯克以及Advanced Micro Devices的苏姿丰(Lisa Su)被安排在主桌，与两国元首及第一夫人同席。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6437a2e114774cd2efc08dc4b9dbef7b\" data-align=\"center\" tg-width=\"1400\" tg-height=\"933\"/><span></span></p><p style=\"text-align: left;\">其他出席者包括 <a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>的伍德伦(Darren Woods)、 <a href=\"https://laohu8.com/S/LVMUY\">路易威登</a>的贝尔纳·阿尔诺(Bernard Arnault)、 <a href=\"https://laohu8.com/S/V\">Visa</a>的瑞安·麦金尼(Ryan McInerney)、 <a href=\"https://laohu8.com/S/MA\">万事达</a>的迈克尔·米巴赫(Michael Miebach)、 <a href=\"https://laohu8.com/S/BA\">波音</a>的凯利·奥特伯格(Kelly Ortberg)、 <a href=\"https://laohu8.com/S/BLK\">贝莱德</a>的拉里·芬克(Larry Fink)、 <a href=\"https://laohu8.com/S/BX\">黑石</a>的苏世民(Stephen Schwarzman)、 <a href=\"https://laohu8.com/S/LVS\">金沙集团</a>的米丽娅姆·阿德尔森(Miriam Adelson)博士、 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>的吉姆·泰克莱特(Jim Taiclet)、 <a href=\"https://laohu8.com/S/GE\">GE航空航天</a>的拉里·卡尔普(Larry Culp)、 <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的杰米·戴蒙(Jamie Dimon)、 <a href=\"https://laohu8.com/S/GM\">通用汽车</a>的玛丽·博拉(Mary Barra)、 <a href=\"https://laohu8.com/S/GS\">高盛</a>的苏德巍(David Solomon)以及 <a href=\"https://laohu8.com/S/C\">花旗</a>的范洁恩(Jane Fraser)。</p></body></html>","collect":0,"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>科技巨头齐聚白宫欢迎晚宴！马斯克、黄仁勋、库克、苏姿丰同坐主桌，微软、谷歌、OpenAI高管到场</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; 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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科技巨头齐聚白宫欢迎晚宴！马斯克、黄仁勋、库克、苏姿丰同坐主桌，微软、谷歌、OpenAI高管到场\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-25 10:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">当地时间9月24日晚，国家主席习近平和夫人彭丽媛在白宫出席美国总统特朗普和夫人梅拉尼娅举行的欢迎宴会。</p><p style=\"text-align: left;\">据悉，马斯克、黄仁勋、苏世民、奥尔特曼等美国工商界人士参加此次宴会。</p><p style=\"text-align: left;\">根据白宫公布的宾客名单，出席晚宴的还有 <a href=\"https://laohu8.com/S/AAPL\">苹果</a>的蒂姆·库克(Tim Cook)、 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>及 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>的埃隆·马斯克(Elon Musk)、OpenAI的山姆·阿尔特曼(Sam Altman)和格雷格·布罗克曼(Greg Brockman)、 <a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>的谢尔盖·布林(Sergey Brin)、 <a href=\"https://laohu8.com/S/MSFT\">微软</a>的萨提亚·纳德拉(Satya Nadella)、派拉蒙天舞 <a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a>的大卫·埃里森(David Ellison)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的桑达·皮采(Sundar Pichai)、 <a href=\"https://laohu8.com/S/MU\">美光科技</a>的桑杰·梅赫罗特拉(Sanjay Mehrotra)、 <a href=\"https://laohu8.com/S/QCOM\">高通</a>的安蒙(Cristiano Amon)、TikTok投资者杰夫·亚斯(Jeff Yass)以及 <a href=\"https://laohu8.com/S/DELL\">戴尔</a>的迈克尔·戴尔(Michael Dell)。美国顶尖科技高管出席此次晚宴。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7baa3ee5294e56c2ad7ae3505b53c173\" data-align=\"center\" tg-width=\"2028\" tg-height=\"1356\"/><span></span></p><p style=\"text-align: left;\">作为依赖中国庞大市场的美国顶级科技企业掌舵人，库克、黄仁勋、马斯克以及Advanced Micro Devices的苏姿丰(Lisa Su)被安排在主桌，与两国元首及第一夫人同席。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6437a2e114774cd2efc08dc4b9dbef7b\" data-align=\"center\" tg-width=\"1400\" tg-height=\"933\"/><span></span></p><p style=\"text-align: left;\">其他出席者包括 <a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>的伍德伦(Darren Woods)、 <a href=\"https://laohu8.com/S/LVMUY\">路易威登</a>的贝尔纳·阿尔诺(Bernard Arnault)、 <a href=\"https://laohu8.com/S/V\">Visa</a>的瑞安·麦金尼(Ryan McInerney)、 <a href=\"https://laohu8.com/S/MA\">万事达</a>的迈克尔·米巴赫(Michael Miebach)、 <a href=\"https://laohu8.com/S/BA\">波音</a>的凯利·奥特伯格(Kelly Ortberg)、 <a href=\"https://laohu8.com/S/BLK\">贝莱德</a>的拉里·芬克(Larry Fink)、 <a href=\"https://laohu8.com/S/BX\">黑石</a>的苏世民(Stephen Schwarzman)、 <a href=\"https://laohu8.com/S/LVS\">金沙集团</a>的米丽娅姆·阿德尔森(Miriam Adelson)博士、 <a href=\"https://laohu8.com/S/LMT\">洛克希德马丁</a>的吉姆·泰克莱特(Jim Taiclet)、 <a href=\"https://laohu8.com/S/GE\">GE航空航天</a>的拉里·卡尔普(Larry Culp)、 <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的杰米·戴蒙(Jamie Dimon)、 <a href=\"https://laohu8.com/S/GM\">通用汽车</a>的玛丽·博拉(Mary Barra)、 <a href=\"https://laohu8.com/S/GS\">高盛</a>的苏德巍(David Solomon)以及 <a href=\"https://laohu8.com/S/C\">花旗</a>的范洁恩(Jane Fraser)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/7baa3ee5294e56c2ad7ae3505b53c173","relate_stocks":{"DSPC":"1倍做空SPCX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","AAPB":"2倍做多AAPL ETF-GraniteShares","TESC":"Corgi TSLA 2x Daily ETF","QCOM":"高通","SPAL":"2倍做多Space X ETF-GraniteShares","GM":"通用汽车","TESL":"Simplify Volt TSLA Revolution ETF","AAPD":"1倍做空AAPL ETF-Direxion","GOU":"GraniteShares 2x Long GOOGL Daily ETF","BA":"波音","TSLA":"特斯拉","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","SPAX":"2倍做多SPACEX ETF-T-REX","AAPU":"2倍做多AAPL ETF-Direxion","GOOX":"2倍做多GOOG ETF-T-REX","GS":"高盛","AAPW":"AAPL周配息ETF-Roundhill","07366":"南方两倍做空特斯拉","GOOW":"Roundhill GOOGL WeeklyPay ETF","LMT":"洛克希德马丁","AAPX":"2倍做多Apple ETF-T-Rex","07766":"南方两倍做多特斯拉","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","ELOL":"Leverage 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老虎是做空了这只票吗？天天看跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549030603644976","isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621002144522600,"gmtCreate":1792637528129,"gmtModify":1792637530585,"author":{"id":"4227200626931962","authorId":"4227200626931962","name":"奶奶的个熊","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227200626931962","authorIdStr":"4227200626931962"},"themes":[],"title":"","htmlText":"车企都在给它打工，你看几个车企愿意，要么组联盟研发电池，要么自个儿鼓捣电池。目的简单去宁德化","listText":"车企都在给它打工，你看几个车企愿意，要么组联盟研发电池，要么自个儿鼓捣电池。目的简单去宁德化","text":"车企都在给它打工，你看几个车企愿意，要么组联盟研发电池，要么自个儿鼓捣电池。目的简单去宁德化","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621002144522600","repostId":"2677843669","repostType":2,"repost":{"id":"2677843669","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1792635599,"share":"https://www.laohunote.com/m/news/2677843669?lang=zh_CN&edition=full","pubTime":"2026-10-22 10:19","market":"fut","language":"zh","title":"宁德时代“单位利润率下降”是新常态吗？大摩：是的，市场利润预期将大幅下修","url":"https://stock-news.laohu8.com/highlight/detail?id=2677843669","media":"华尔街见闻","summary":"宁德时代三季度净利润212亿元，同比增长15%，却较大摩预期低12%，单位净利润率从0.10元/瓦时骤降至0.08元/瓦时。产品结构恶化叠加消费税新增15亿成本，储能市场价格战压缩质量溢价。大摩警告市场共识盈利预期面临实质性下修，但仍对其维持增持评级。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>三季度业绩低于预期，单位利润率骤降引发市场对其盈利能力的深层质疑。摩根士丹利认为，这一压缩趋势难以快速逆转，市场共识盈利预期面临大幅下修压力。</p>\n<p>据追风交易台，摩根士丹利最新研究报告指出，<a href=\"https://laohu8.com/S/03750\">宁德时代</a>三季度净利润为212亿元人民币，同比增长15%，<strong>但较摩根士丹利自身预测低12%。核心压力来自单位净利润率从上半年的0.10元/瓦时骤降至0.08元/瓦时，降幅显著。</strong>摩根士丹利分析师Jack Lu和Kaylee Xu在报告中直言，预计市场共识盈利预测将在此次业绩公布后出现有实质意义的下修。</p>\n<p>当前市场争论的焦点在于：0.08元/瓦时是否已成为新常态，抑或单位盈利能力能随产品结构改善而回升至上半年水平<strong>。该行倾向于认为，利润率将从低谷有所修复，但修复幅度将越来越取决于产品组合变化及储能市场的竞争烈度。</strong></p>\n<h2>三季度业绩：产品结构拖累利润率</h2>\n<p>宁德时代管理层将三季度利润率下滑归因于两方面：一是产品结构不利，低利润率产品贡献占比上升；二是增值税退税减少叠加9月起实施的2%国内消费税，合计较二季度新增约15亿元人民币的成本负担。</p>\n<p>从具体财务数据来看，三季度电池销量超过260吉瓦时，毛利润同比增长27%至342亿元人民币，但毛利率环比下降2.5个百分点至20.7%。收入增长与利润率收窄并存，反映出规模扩张与盈利质量之间的结构性张力。</p>\n<h2>储能市场竞争加剧，质量溢价承压</h2>\n<p>摩根士丹利认为，宁德时代的品质溢价整体仍然存在，<strong>但储能市场（ESS）新兴价格竞争正对单位利润率构成压制。</strong>报告指出，国内储能市场对产品质量要求相对宽松，削弱了宁德时代将其质量优势转化为定价能力的空间。</p>\n<p>在税负压力方面，摩根士丹利判断，若增量税负无法向下游客户转嫁，将逐步由持续推进的成本削减来消化，从而在一定程度上形成自然对冲。但这一过程需要时间，短期内难以完全抵消利润率压缩的影响。</p>\n<h2>大摩维持增持，但下调盈利预期</h2>\n<p>尽管业绩承压，摩根士丹利维持对宁德时代A股的增持评级及500元人民币目标价，该股截至报告发布时报259.08元人民币，目标价较现价隐含约93%的上行空间。</p>\n<p>估值方面，摩根士丹利采用EV/EBITDA方法，对2027年预测EBITDA给予13倍估值倍数，对应2027年预测市盈率约20倍，较过去三年均值高出0.5个标准差，以反映公司新产品周期的潜在催化。摩根士丹利预测宁德时代2026年净利润为950.88亿元人民币，2027年进一步升至1119亿元人民币。</p>\n</body></html>","collect":0,"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>宁德时代“单位利润率下降”是新常态吗？大摩：是的，市场利润预期将大幅下修</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{ 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-10-22 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>三季度业绩低于预期，单位利润率骤降引发市场对其盈利能力的深层质疑。摩根士丹利认为，这一压缩趋势难以快速逆转，市场共识盈利预期面临大幅下修压力。</p>\n<p>据追风交易台，摩根士丹利最新研究报告指出，<a href=\"https://laohu8.com/S/03750\">宁德时代</a>三季度净利润为212亿元人民币，同比增长15%，<strong>但较摩根士丹利自身预测低12%。核心压力来自单位净利润率从上半年的0.10元/瓦时骤降至0.08元/瓦时，降幅显著。</strong>摩根士丹利分析师Jack Lu和Kaylee Xu在报告中直言，预计市场共识盈利预测将在此次业绩公布后出现有实质意义的下修。</p>\n<p>当前市场争论的焦点在于：0.08元/瓦时是否已成为新常态，抑或单位盈利能力能随产品结构改善而回升至上半年水平<strong>。该行倾向于认为，利润率将从低谷有所修复，但修复幅度将越来越取决于产品组合变化及储能市场的竞争烈度。</strong></p>\n<h2>三季度业绩：产品结构拖累利润率</h2>\n<p>宁德时代管理层将三季度利润率下滑归因于两方面：一是产品结构不利，低利润率产品贡献占比上升；二是增值税退税减少叠加9月起实施的2%国内消费税，合计较二季度新增约15亿元人民币的成本负担。</p>\n<p>从具体财务数据来看，三季度电池销量超过260吉瓦时，毛利润同比增长27%至342亿元人民币，但毛利率环比下降2.5个百分点至20.7%。收入增长与利润率收窄并存，反映出规模扩张与盈利质量之间的结构性张力。</p>\n<h2>储能市场竞争加剧，质量溢价承压</h2>\n<p>摩根士丹利认为，宁德时代的品质溢价整体仍然存在，<strong>但储能市场（ESS）新兴价格竞争正对单位利润率构成压制。</strong>报告指出，国内储能市场对产品质量要求相对宽松，削弱了宁德时代将其质量优势转化为定价能力的空间。</p>\n<p>在税负压力方面，摩根士丹利判断，若增量税负无法向下游客户转嫁，将逐步由持续推进的成本削减来消化，从而在一定程度上形成自然对冲。但这一过程需要时间，短期内难以完全抵消利润率压缩的影响。</p>\n<h2>大摩维持增持，但下调盈利预期</h2>\n<p>尽管业绩承压，摩根士丹利维持对宁德时代A股的增持评级及500元人民币目标价，该股截至报告发布时报259.08元人民币，目标价较现价隐含约93%的上行空间。</p>\n<p>估值方面，摩根士丹利采用EV/EBITDA方法，对2027年预测EBITDA给予13倍估值倍数，对应2027年预测市盈率约20倍，较过去三年均值高出0.5个标准差，以反映公司新产品周期的潜在催化。摩根士丹利预测宁德时代2026年净利润为950.88亿元人民币，2027年进一步升至1119亿元人民币。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6c2cc8fbb144e7e3eb550454298f5e97","relate_stocks":{"300750":"宁德时代","LU1064131003.USD":"FULLERTON 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Xu在报告中直言，预计市场共识盈利预测将在此次业绩公布后出现有实质意义的下修。\n当前市场争论的焦点在于：0.08元/瓦时是否已成为新常态，抑或单位盈利能力能随产品结构改善而回升至上半年水平。该行倾向于认为，利润率将从低谷有所修复，但修复幅度将越来越取决于产品组合变化及储能市场的竞争烈度。\n三季度业绩：产品结构拖累利润率\n宁德时代管理层将三季度利润率下滑归因于两方面：一是产品结构不利，低利润率产品贡献占比上升；二是增值税退税减少叠加9月起实施的2%国内消费税，合计较二季度新增约15亿元人民币的成本负担。\n从具体财务数据来看，三季度电池销量超过260吉瓦时，毛利润同比增长27%至342亿元人民币，但毛利率环比下降2.5个百分点至20.7%。收入增长与利润率收窄并存，反映出规模扩张与盈利质量之间的结构性张力。\n储能市场竞争加剧，质量溢价承压\n摩根士丹利认为，宁德时代的品质溢价整体仍然存在，但储能市场（ESS）新兴价格竞争正对单位利润率构成压制。报告指出，国内储能市场对产品质量要求相对宽松，削弱了宁德时代将其质量优势转化为定价能力的空间。\n在税负压力方面，摩根士丹利判断，若增量税负无法向下游客户转嫁，将逐步由持续推进的成本削减来消化，从而在一定程度上形成自然对冲。但这一过程需要时间，短期内难以完全抵消利润率压缩的影响。\n大摩维持增持，但下调盈利预期\n尽管业绩承压，摩根士丹利维持对宁德时代A股的增持评级及500元人民币目标价，该股截至报告发布时报259.08元人民币，目标价较现价隐含约93%的上行空间。\n估值方面，摩根士丹利采用EV/EBITDA方法，对2027年预测EBITDA给予13倍估值倍数，对应2027年预测市盈率约20倍，较过去三年均值高出0.5个标准差，以反映公司新产品周期的潜在催化。摩根士丹利预测宁德时代2026年净利润为950.88亿元人民币，2027年进一步升至1119亿元人民币。","news_type":1,"symbols_score_info":{"300750":1.97,"LIT":0.6,"03750":1.97,"CXSE":0.6,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598369762595672,"gmtCreate":1787104528867,"gmtModify":1787104531099,"author":{"id":"4227200626931962","authorId":"4227200626931962","name":"奶奶的个熊","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4227200626931962","authorIdStr":"4227200626931962"},"themes":[],"title":"","htmlText":"<a 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