宁德时代涨超7% 公司A股大涨超12% 机构指其估值远低于国际同业

Group 1 - The core viewpoint of the article highlights that CATL (宁德时代) is experiencing significant stock price increases, with a rise of over 7% in Hong Kong and over 12% in A-shares, driven by positive market sentiment and strong fundamentals [1] - East Asia Securities reports that CATL holds a leading position in the power battery and energy storage battery markets, benefiting from the rising penetration of electric vehicles and the global energy transition trend [1] - The company is expected to maintain higher gross and net profit margins compared to domestic competitors due to its product quality and advanced technology, with a projected market P/E ratio of 21.1 times for 2026, which is attractive compared to international peers [1] Group 2 - UBS has raised CATL's H-share target price by 27%, from 390 HKD to 495 HKD, maintaining a "Buy" rating, reflecting confidence in the company's earnings and fundamentals [1] - Since its H-share listing in May, CATL's stock has increased by 57%, with a current premium of approximately 31% over A-shares, indicating strong market performance [1] - Global investors are reportedly more optimistic about CATL than domestic investors, recognizing its leadership in battery technology and growth in the European market share [1]