<p>宁德时代 (03750.HK) +12.500 (+1.979%) 空头头寸 3.3579 亿美元；比例 5.759% 今早（5 日）开盘上涨 2.93%，达到日内最高点 659.5 港元。最后报价为 648 港元，上涨 2.61%，成交量为 234.99 万股，涉及 15.28 亿港元。</p>
<p>摩根士丹利表示，预计宁德时代的下一代钠离子和凝聚态电池技术将实现快速大规模商业化，这可能会加速盈利增长，并在未来三年进一步扩大市场份额。因此，将其对 2026 至 2028 年净利润的年均增长率预期从 25% 上调至 30%，并将其 H 股目标价上调 17% 至每股 815 港元。（ta/u）</p>
<p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-04 16:25。）</p>
<p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>

宁德时代

<p>宁德时代的股价上涨了 2.61%，达到 648 港元，成交额为 15.28 亿港元。摩根士丹利将宁德时代 H 股的目标价上调了 17%，至 815 港元，理由是预计下一代电池技术的快速商业化将显著提升未来三年的盈利增长和市场份额。2026 年至 2028 年净利润的复合年增长率（CAGR）预期从 25% 上调至 30%</p>

<p>CATL (03750.HK) +12.500 (+1.979%)  Short selling $335.79M; Ratio 5.759%  opened 2.93% higher this morning (5th), reaching an intraday high of HKD659.5. It was last quoted at HKD648, up 2.61%, with turnover of 2.3499 million shares, involving HKD1.528 billion.</p>
<div class="lb-trans"><p>宁德时代 (03750.HK) +12.500 (+1.979%) 空头头寸 3.3579 亿美元；比例 5.759% 今早（5 日）开盘上涨 2.93%，达到日内最高点 659.5 港元。最后报价为 648 港元，上涨 2.61%，成交量为 234.99 万股，涉及 15.28 亿港元。</p>
</div><p>M Stanley said it expects CATL's next-generation sodium-ion and condensed-state battery technologies to achieve rapid large-scale commercialization, which is likely to accelerate earnings growth and further expand market share over the next three years. As a result, it raised its projected CAGR of net profit for 2026 to 2028 from 25% to 30%, and lifted its H share TP by 17% to HKD815 per share. (ta/u)</p>
<div class="lb-trans"><p>摩根士丹利表示，预计宁德时代的下一代钠离子和凝聚态电池技术将实现快速大规模商业化，这可能会加速盈利增长，并在未来三年进一步扩大市场份额。因此，将其对 2026 至 2028 年净利润的年均增长率预期从 25% 上调至 30%，并将其 H 股目标价上调 17% 至每股 815 港元。（ta/u）</p>
</div><p>(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-04 16:25.)</p>
<div class="lb-trans"><p>（香港股票报价延迟至少 15 分钟。空头数据截至 2026-05-04 16:25。）</p>
</div><p>This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation.</p>
<div class="lb-trans"><p>本文由 AI 自动翻译，中文版本应视为权威版本。AASTOCKS.com Limited 不保证其准确性或完整性，并对因使用此翻译而产生的任何损害或损失不承担任何责任。</p>
</div>

CATLRises 2.6% Against Market; M Stanley Lifts H Share TP to HKD815

AASTOCKS News

摩根士丹利

CATL HK SDR 30to1

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

宁德时代股价上涨 2.6%，表现优于大盘；摩根士丹利将其 H 股目标价上调至 815 港元