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《大行》美銀證券:寧德時代(03750.HK)技術日展示多項突破 重申「買入」
美銀證券發表研究報告指出,寧德時代(03750.HK)於昨日(21日)舉行2026年技術日,展示了一系列突破性電池技術,包括超快充電池、凝聚態電池及鈉離子電池等。該行認為,寧德時代在多項新技術上領先同業,尤其是在鈉離子電池方面,預計將於2026年第四季開始量產。該行提到,第三代神行超充電池(LFP)實現有效充電倍率10C、高峰15C,可在60秒內將電量從10...
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《大行》美銀證券:寧德時代(03750.HK)技術日展示多項突破 重申「買入」
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美銀證券發表研究報告指出,寧德時代(03750.HK)  0.000 (0.000%)    Short selling $613.09M; Ratio 6.430%   於昨日(21日)舉行2026年技術日,展示了一系列突破性電池技術,包括超快充電池、凝聚態電池及鈉離子電池等。該行認為,寧德時代在多項新技術上領先同業,尤其是在鈉離子電池方面,預計將於2026年第四季開始量產。

該行提到,第三代神行超充電池(LFP)實現有效充電倍率10C、高峰15C,可在60秒內將電量從10%充至35%,於攝氏零下30度低溫環境下,可在9分鐘內從20%充至98%。麒麟III電池(NCM)能量密度達280Wh/kg,較同容量LFP電池減重255公斤,有助提升車輛加速及煞車性能。麒麟凝聚態電池能量密度達350Wh/kg,可使旗艦轎車續航達1,500公里。第二代Freevoy增程電池能量密度達230Wh/kg,支援10C充電倍率及500至600公里純電續航。

美銀證券表示,寧德時代目標於2026年底前建成4,000座充換電站,並於2028年底前與合作夥伴增至10萬座。該行維持對寧德時代H股及寧德時代(300750.SZ)  -4.340 (-0.985%)   A股的「買入」評級,H股目標價740港元,A股目標價606元人民幣。(ec/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-22 16:25.) (A Shares quote is delayed for at least 15 mins.)

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