高盛发表报告指，小米YU7于昨日正式推出，YU7 Max版搭载宁德时代旗舰高端NCM电池麒麟电池，而标准版和Pro版则搭载宁德时代旗舰高端LFP电池神行电池。高盛预期宁德时代的麒麟电池渗透率将随着小米YU7等新电动车型号的推出而在下半年恢复增长，促进产品组合的改善。
该行维持对宁德时代“买入”评级，H股目标价343港元，A股目标价为323元。根据高盛对小米SU7及YU7销量预测，估计宁德时代在2025和2026年将为小米供应约31GWh及56GWh电池，占宁德时代总销量的5%与7%，按年增长约200%及80%，其中约40%为麒麟电池。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments