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宁德时代涨超5%刷新上市新高 股价突破600港元大关
Zhi Tong Cai Jing· 2025-10-02 07:26
Core Viewpoint - CATL's stock price has surged over 5%, reaching a new high of 603.5 HKD, driven by strong demand in the electric vehicle and energy storage system markets [1] Group 1: Stock Performance - CATL's share price increased by 5.51%, trading at 603 HKD with a transaction volume of 1.147 billion HKD [1] Group 2: Analyst Upgrades - Citic Securities raised CATL's H-share target price by 25.2%, from 535 HKD to 670 HKD, and also upgraded the A-share target price, maintaining a "outperform" rating for both H and A shares [1] - The earnings per share forecast for 2026 and 2027 was increased by 9%, primarily due to a 10% upward revision in battery shipment forecasts [1] Group 3: Market Position and Growth - CATL continues to lead the global market share in battery production, with steady growth in battery output and improving profitability [1] - The company is accelerating its global expansion and steadily advancing capacity construction, supported by its leading position in power and energy storage batteries [1]
宁德时代涨超4% 股价刷新上市新高 里昂上调目标价至670港元
Zhi Tong Cai Jing· 2025-09-25 03:18
Core Viewpoint - CATL (宁德时代) shares rose over 4%, reaching a new high of 528.5 HKD, driven by strong demand in the electric vehicle and energy storage system markets [1] Group 1: Stock Performance - CATL's stock increased by 4.35%, trading at 528 HKD with a transaction volume of 750 million HKD [1] Group 2: Analyst Upgrades - Citic Securities raised CATL's H-share target price by 25.2%, from 535 HKD to 670 HKD [1] - The upgrade is based on discussions at the 2025 World Energy Storage Conference, highlighting full production capacity and strong demand, particularly in the overseas ESS market [1] Group 3: Earnings Forecast - The earnings per share forecast for 2026 and 2027 has been increased by 9%, primarily due to a 10% upward revision in battery shipment projections [1] Group 4: Product Development - CATL is set to launch a new 8-series high-nickel battery next year, which will be used in range-extended vehicles from leading new energy vehicle manufacturers [1] - CATL maintains its leading position in the power battery and energy storage battery sectors, being one of the battery suppliers for Chery Automobile, which recently listed on the Hong Kong Stock Exchange [1]
港股异动 | 宁德时代(03750)涨超4% 股价刷新上市新高 里昂上调目标价至670港元
智通财经网· 2025-09-25 03:13
Core Viewpoint - CATL's stock price has surged over 4%, reaching a new high of 528.5 HKD, driven by strong demand in the electric vehicle and energy storage system markets [1] Group 1: Stock Performance - CATL's share price increased by 4.35%, trading at 528 HKD with a transaction volume of 750 million HKD [1] - The stock price reflects a positive market sentiment and strong performance in the industry [1] Group 2: Analyst Upgrades - Citic Securities has raised CATL's H-share target price by 25.2%, from 535 HKD to 670 HKD [1] - The upgrade is based on discussions at the 2025 World Energy Storage Conference, highlighting full production capacity and strong demand, particularly in the overseas ESS market [1] Group 3: Earnings Forecast - The earnings per share forecast for CATL has been increased by 9% for 2026 and 2027, primarily due to a 10% upward revision in battery shipment projections [1] Group 4: Product Development - CATL is set to launch a new 8-series high-nickel battery next year, which will be used in leading new energy vehicles [1] - CATL maintains its position as a leading supplier of power batteries for Chery Automobile, which recently listed on the Hong Kong Stock Exchange [1]
中信里昂:重申宁德时代(03750)“跑赢大市”评级 目标价升至670港元
智通财经网· 2025-09-22 02:35
Group 1 - Citic Securities raised the target price for CATL's H-shares by 25.2%, from HKD 535 to HKD 670 [1] - The target price for A-shares was also increased, maintaining a "outperform" rating for both A-shares and H-shares [1] - The company reported that both electric vehicle and energy storage system (ESS) production are operating at full capacity, with strong demand, particularly in the overseas ESS market [1] Group 2 - Earnings per share forecasts for 2026 and 2027 were increased by 9%, primarily due to a 10% upward revision in battery shipment forecasts [1] - Citic Securities extended the valuation to 2027 and assumed a 25% premium for H-shares over A-shares [1]