美银：预期宁德时代第四季国内市场份额将按季提升 维持“买入”评级

Core Viewpoint - Bank of America Securities reports that CATL (03750.HK) achieved a battery installation volume of 35.5 GWh in China in September, representing a year-on-year growth of 46% [1] Group 1: Market Performance - CATL's domestic market share in the same period was 42.2%, remaining stable year-on-year [1] - The company plans to produce 74.5 GWh in November, reflecting a year-on-year increase of 38% and a month-on-month increase of 1% [1] Group 2: Demand and Outlook - The data indicates robust demand for electric vehicles and energy storage batteries [1] - The company is expected to see a quarterly increase in domestic market share in Q4, primarily due to the growth in vehicle models that use CATL as a main battery supplier [1] Group 3: Investment Rating - Bank of America maintains a "Buy" rating for CATL, with a target price of HKD 605 for H-shares and CNY 495 for A-shares [1]