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宁德时代(03750) - 海外监管公告-2026年面向专业投资者公开发行科技创新公司债券(第一期)...

2026-02-12 14:39
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 海外監管公告 寧德時代新能源科技股份有限公司2026年 面向專業投資者公開發行科技創新公司債券(第一期)發行結果公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 寧德時代新能源科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:3750) 茲載列寧德時代新能源科技股份有限公司(「本公司」)於深圳證券交易所網站 (http://www.szse.cn/ )及巨潮資訊網( www.cninfo.com.cn )所發佈之《寧德時代新能 源科技股份有限公司2026年面向專業投資者公開發行科技創新公司債券(第一期) 發行結果公告》,僅供參閱。 承董事會命 寧德時代新能源科技股份有限公司 董事長、執行董事兼總經理 曾毓群先生 中國•寧德,二零二六年二月十二日 於本公告日期,本公司董事會成員包括執行董事曾毓群先生、潘健先生、李平先 生、周佳先生、歐陽楚英博士及吳映明先生 ...
宁德时代获摩根大通增持39.99万股
Ge Long Hui· 2026-02-12 13:54
| 1000 1000 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | --- | --- | --- | --- | --- | --- | | | 版分或目 | | | (龍多國上述*註 | 有投票權版(目/月/年) | | | | | | | 金百分市 | | CS20260211E00255 | JPMorgan Chase & Co. HKD 501.9596 | 1101(L) | 399.882(L) | 14.148.667(L) | 9.07(L)06/02/2026 | | | | | | 11,583,962(S) | 7.42(S) | | | | | | 2,781,710(P) | 1.78(P) | 增持后,JPMorgan Chase & Co.最新持好仓数目为1414.87万股,持好仓比例由8.81%上升至9.07%。 格隆汇2月12日丨根据联交所最新权益披露资料显示,2026年2月6日,宁德时代(03750.HK)获JPMorgan Chase & Co.以每股均价5 ...
宁德时代(03750.HK)获摩根大通增持39.99万股
Xin Lang Cai Jing· 2026-02-12 13:53
来源:格隆汇APP 格隆汇2月12日丨根据联交所最新权益披露资料显示,2026年2月6日,宁德时代(03750.HK)获JPMorgan Chase & Co.以每股均价501.9596港元增持好仓39.99万股,涉资约2.01亿港元。 增持后,JPMorgan Chase & Co.最新持好仓数目为1414.87万股,持好仓比例由8.81%上升至9.07%。 | 股份代號: | 03750 | | | --- | --- | --- | | 上市法國各國 | 事德時代新能源科技股份有限公司 -H股 | | | 日期(日/月/年): | 12/01/2026 - 12/02/2026 | | | | 如欲觀看技露爆益過知之内容,晴於「判關事件的日期」機按下有解連結 · | | | | * 起解:(L)·好血(S) - 没血(P)-可供雷出的股份 | | | 金程度假 | 大股票(董事)静建行动入餐名 作出按窗的 青入 / 婴出成治及的 ,每股的带集团 | 持有量益的股份數目 钻已發行鈔 有關聯術的日期相關注國股份 禮權增權益 | | | 原因 - 级分散目 | 【感金属上线"日 商品黑咖啡(日)月/年) 服益 ...
寧德時代強勢突破均線,技術面現分歧信號!
Ge Long Hui· 2026-02-12 12:15
寧德時代強勢突破均線,技術面現分歧信號! | 相關資產 名稱 | 産品 | | | | --- | --- | --- | --- | | 寧德時代(03750) 瑞銀認購證 24783 | | 8.3 | 行 | | 寧徳時代(03750) 中銀認購證 23687 | | 8.2 | 行 | | 寧德時代(03750) 法興牛證 59850 | | 6. 3 | ـــ | | 寧德時代(03750) 瑞銀熊證 59966 | | 9. 3 | ـــ | 若認為股價將在當前區間震盪並測試支持位,法興牛證(59850)是不錯的選擇,其收回價設於468元,低於我們給出的第二支持位477元,提供了約10%的下跌 緩衝空間,能有效避免被強制收回風險。該牛證擁有6.3倍槓桿,且是同類產品中溢價最低的,成本優勢明顯,適合看好股價在支持位獲得反彈的投資者。 對於看空後市、認為股價將跌破496元第一支持位的投資者,可考慮瑞銀熊證(59966),其收回價設於550元,高於當前股價約5%,提供了一定的上行緩衝。 該熊證槓桿高達9.3倍,能最大化下跌收益,且同樣具備溢價最低的優勢,成本效益突出,適合預期寧德時代短期出現調整的投 ...
摩根大通增持宁德时代(03750)约39.99万股 每股作价约501.96港元
智通财经网· 2026-02-12 11:27
智通财经APP获悉,香港联交所最新资料显示,2月6日,摩根大通增持宁德时代(03750)39.9882万股, 每股作价501.9596港元,总金额约为2.01亿港元。增持后最新持股数目约为1414.87万股,最新持股比例 为9.07%。 ...
摩根大通增持宁德时代约39.99万股 每股作价约501.96港元

Zhi Tong Cai Jing· 2026-02-12 11:25
香港联交所最新资料显示,2月6日,摩根大通增持宁德时代(300750)(03750)39.9882万股,每股作价 501.9596港元,总金额约为2.01亿港元。增持后最新持股数目约为1414.87万股,最新持股比例为 9.07%。 ...
宁德时代(300750) - 宁德时代新能源科技股份有限公司2026年面向专业投资者公开发行科技创新公司债券(第一期)发行结果公告

2026-02-12 09:52
债券代码:524672 债券简称:26CATLK1 宁德时代新能源科技股份有限公司 2026 年面向专业投资者公开发行 科技创新公司债券(第一期) 发行人的董事、高级管理人员、持股比例超过 5%的股东以及其他关联方未 参与认购。中信建投证券股份有限公司作为本期债券主承销商参与认购并获配 43,000 万元;中国国际金融股份有限公司作为本期债券主承销商参与认购并获配 43,000 万元;中信证券股份有限公司作为本期债券主承销商且作为主承销商中信 建投证券股份有限公司关联方参与认购并获配 27,000 万元;国泰海通证券股份 有限公司作为本期债券主承销商参与认购并获配 32,000 万元;主承销商华福证 券股份有限公司参与认购并获配 40,000 万元;兴业证券股份有限公司作为本期 债券主承销商且作为主承销商华福证券股份有限公司关联方参与认购并获配 40,000 万元;兴证全球基金管理有限公司作为主承销商兴业证券股份有限公司关 联方参与认购并获配 3,000 万元。前述报价公允,程序合规。 认购本期债券的投资者均符合《公司债券发行与交易管理办法》、《深圳证 券交易所公司债券上市规则(2023 年修订)》等各项有关 ...
贝莱德(BlackRock)对宁德时代H股的多头持仓比例降至5.77%
Guo Ji Jin Rong Bao· 2026-02-12 09:21
Group 1 - BlackRock's long position in Contemporary Amperex Technology Co., Ltd. (CATL) H-shares decreased from 6.41% to 5.77% as of February 6, 2026 [1]
群益证券:建议买进宁德时代 钠电池有望激活增量市场
Zhi Tong Cai Jing· 2026-02-12 09:19
Core Viewpoint - The company is set to promote sodium batteries on a large scale in commercial vehicles, passenger cars, battery swapping, and energy storage by 2026, which will help popularize electric vehicles in cold regions and activate incremental markets [1][2]. Group 1: Financial Projections - The company is expected to maintain its position as the global leader in battery shipments in 2025, with projected net profits of 695 billion, 908 billion, and 1,120 billion yuan for 2025, 2026, and 2027 respectively, reflecting year-over-year growth of +37%, +31%, and +23% [1]. - Earnings per share (EPS) are forecasted to be 15.3, 19.9, and 24.6 yuan for 2025, 2026, and 2027 respectively [1]. - The current stock price corresponds to P/E ratios of 29, 22, and 18 for 2025, 2026, and 2027 respectively, with a recommendation to buy [1]. Group 2: Product Development and Market Expansion - The company plans to launch sodium batteries in commercial vehicles and passenger cars, with the first commercial vehicle expected to start mass production in July [3]. - The sodium battery features an energy density of 175 Wh/kg and can withstand extreme temperatures, maintaining over 90% usable capacity at -40°C [2]. - The company has multiple cooperation projects for sodium batteries, including a partnership with Changan Automobile for the world's first sodium battery-powered passenger car, which is expected to be launched mid-year [3]. Group 3: Capacity Expansion and Market Demand - The company is actively expanding its production capacity due to high demand, with construction projects valued at 373.66 billion yuan, a 25.6% increase from the end of 2024 [5]. - A cooperation agreement has been signed with the Quanzhou government to establish a new battery production base, expected to commence construction in the second quarter of 2026 [5]. - The company is projected to lead the global market in both power and energy storage battery sales in 2025, with market shares of 39.2% and 30% respectively, and significant year-over-year growth in shipments [4].
群益证券:建议买进宁德时代(03750) 钠电池有望激活增量市场
智通财经网· 2026-02-12 09:19
Core Viewpoint - The company is set to promote sodium batteries on a large scale in commercial vehicles, passenger cars, battery swapping, and energy storage by 2026, which will help popularize electric vehicles in cold regions and activate incremental markets [1][2]. Group 1: Financial Projections - The company is expected to maintain its position as the global leader in battery shipments in 2025, with projected net profits of 695 billion, 908 billion, and 1,120 billion for 2025, 2026, and 2027 respectively, reflecting year-over-year growth of +37%, +31%, and +23% [1]. - Earnings per share (EPS) are forecasted to be 15.3, 19.9, and 24.6 yuan for 2025, 2026, and 2027 respectively [1]. - The current stock price corresponds to P/E ratios of 29, 22, and 18 for 2025, 2026, and 2027 respectively, with a buy recommendation [1]. Group 2: Product Development and Market Expansion - The company plans to launch sodium batteries in multiple sectors, with energy density of 175Wh/kg and over 10,000 cycles, demonstrating excellent low-temperature performance [2]. - Sodium batteries can operate in extreme cold, maintaining over 90% usable capacity at -40°C and achieving "plug and charge" at -30°C, with discharge power nearly three times that of lithium batteries [2]. - The company has several cooperative projects for sodium batteries, with mass production expected by mid-year, including commercial vehicles and passenger cars [3]. Group 3: Lithium Battery Demand and Capacity Expansion - The company is projected to lead global sales in both power and energy storage batteries in 2025, with market shares of 39.2% and 30% respectively, and year-over-year shipment growth rates of 35.7% and 80% [4]. - Global lithium battery demand is expected to grow over 30% year-over-year in 2026, with energy storage continuing to see rapid growth [4]. - The company is actively expanding its production capacity, with construction projects valued at 373.66 billion, a 25.6% increase from the end of 2024 [5]. - New production facilities are being established in collaboration with local governments, with plans to start construction in 2026 [5].