【光大证券：维持宁德时代“买入”评级，关注港股IPO带来国际化估值溢价的机会】金十数据3月18日讯，光大证券研报指出，宁德时代24年归母净利润507.4亿元，同比增长15.0%。公司24年锂电池销量475GWh，同比增长21.79%。盈利能力方面，24年动力电池毛利率23.94%，同比提升5.81pct；储能电池毛利率26.84%，同比提升8.19pct。公司产能利用率76%，下半年提升至较高水平，24年底产能676GWh，在建产能219GWh，产能扩张提升增长预期。公司产能利用率高、产能扩张，动力储能远期增速预期提升，上调25-26年、新增27年公司归母净利润预测分别为656/789/953亿元，当前股价对应PE 为17/14/12X，维持“买入”评级，关注港股IPO带来国际化估值溢价的机会。
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