研報掘金丨平安證券:寧德時代盈利能力優良,維持“強烈推薦”評級
平安證券研報指出,寧德時代(300750.SZ)24年實現歸母淨利潤507.5億元,同比+15.0%。2024Q4歸母淨利潤147.4億元,同/環比分別+13.6%/+12.2%。營收表現穩健,盈利能力優良。公司作爲全球領先的鋰電池企業,動力和儲能電池技術實力領先,全球市場佈局全面。2024年全球動力和儲能鋰電池市場需求增長的同時,產品價格經歷了較大的降幅;公司盈利預測前值系近1年前做出,依據當時市場情況給出的預測值相對偏高,下調公司2025-2026年盈利預測。2025年,全球鋰電池需求有望繼續增長、供需格局改善,看好公司作爲全球鋰電池領先企業的技術和成本控制優勢,以及在固態電池等新技術領域的前瞻性佈局,維持“強烈推薦”評級。
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