大摩看多后穆迪又升评级，权威机构为何扎堆拉抬宁德时代？

智电汽车04-16

4月15日，世界三大信用评级机构之一穆迪评级（Moody’s Ratings，以下简称“穆迪”）将宁德时代以及宁德时代全资子公司 Contemporary Ruiding Development Limited发行的有担保的高级无抵押债券均上调至A3，并对宁德时代主体给出稳定展望。稳定的评级展望反映了机构对宁德时代信用状况的信心与业绩的积极预期。穆迪认为，宁德时代具有领先的技术、良好的需求前景、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2428775768?lang=zh_CN&edition=full","thumbnail":"https://inews.gtimg.com/om_ls/Ogj0LaFXWJb04151PwsZCtF6KWjGMfN-nU1XCQgkbkyCQAA_294195/0","is_english":false,"pubTime":"2024-04-16 21:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2428775768","market":"us","top_or_hot":-1,"title":"大摩看多后穆迪又升评级，权威机构为何扎堆拉抬宁德时代？","media":"智电汽车","content":"<div>\n<p>4月15日，世界三大信用评级机构之一穆迪评级（Moody’s Ratings，以下简称“穆迪”）将宁德时代以及宁德时代全资子公司 Contemporary Ruiding Development Limited发行的有担保的高级无抵押债券均上调至A3，并对宁德时代主体给出稳定展望。\n稳定的评级展望反映了机构对宁德时代信用状况的信心与业绩的积极预期。穆迪认为，宁德时代具有领先的技术、良好的需求前景、...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240416A09OP600\">网页链接</a>\n\n</div>\n","source":"tencent_tech","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩看多后穆迪又升评级，权威机构为何扎堆拉抬宁德时代？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩看多后穆迪又升评级，权威机构为何扎堆拉抬宁德时代？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-16 21:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20240416A09OP600><strong>智电汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月15日，世界三大信用评级机构之一穆迪评级（Moody’s Ratings，以下简称“穆迪”）将宁德时代以及宁德时代全资子公司 Contemporary Ruiding Development Limited发行的有担保的高级无抵押债券均上调至A3，并对宁德时代主体给出稳定展望。\n稳定的评级展望反映了机构对宁德时代信用状况的信心与业绩的积极预期。穆迪认为，宁德时代具有领先的技术、良好的需求前景、...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240416A09OP600\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JKS","symbol_name":"晶科能源","start_time":0,"source_url":"https://new.qq.com/rain/a/20240416A09OP600","article_id":"2428775768","we_media_id":null,"thumbnails":["https://inews.gtimg.com/om_ls/Ogj0LaFXWJb04151PwsZCtF6KWjGMfN-nU1XCQgkbkyCQAA_294195/0"],"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20240416A09OP600","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 3px;}strong{font-weight:500;#lv2TextColor#}","selectors":".main-wrapper","filters":".follow_top, .channel-entry, .collapseWrapper, .pic, .gap, .showDividingLine, .loader, .container, .ct-sumary, .nav, .landad, .hairline-top, .footer, .recommend-modules, .headroom-wrapper, .elevator","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2428775768","pubTimestamp":1713274956,"sourceInfo":{"source_id":"tencent_tech","name":"腾讯科技"},"weMediaInfo":null,"summary":"4月15日，世界三大信用评级机构之一穆迪评级（Moody’s Ratings，以下简称“穆迪”）将宁德时代以及宁德时代全资子公司 Contemporary Ruiding Development L....","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"JKS":"晶科能源"},"translate_title":"After Morgan Stanley was bullish, Moody's upgraded its rating again. Why did authoritative organizations get together to promote Ningde era?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JKS":1},"content_text":"4月15日，世界三大信用评级机构之一穆迪评级（Moody’s Ratings，以下简称“穆迪”）将宁德时代以及宁德时代全资子公司 Contemporary Ruiding Development Limited发行的有担保的高级无抵押债券均上调至A3，并对宁德时代主体给出稳定展望。\n稳定的评级展望反映了机构对宁德时代信用状况的信心与业绩的积极预期。穆迪认为，宁德时代具有领先的技术、良好的需求前景、强大且多元化的客户基础和较高的行业壁垒，这也使得宁德时代有充分的优势空间，错维抵御低端产能价格战的冲击，在定价压力加大的情况下仍能保持稳定的利润率。而在流动性表现上，低杠杆率、净现金头寸不断增加反映了宁德时代审慎的财务政策，也说明了财务实力的持续增强。\n穆迪的拉抬与市场的信心紧密呼应，4月15日宁德时代股价在电池行业中逆势增长，进一步印证了投资者过去“低估宁德时代”的逻辑正在扭转。事实上，单2024开年以来，看好宁德时代领先优势的权威机构就不止穆迪。就在上个月，大摩上调对宁德时代的评级，不仅预测宁德时代2024后续几个季度息税前利润的正增长，并在中期展望上，积极预测宁德时代在市占率和成本等方面的增长性优势。大摩的报告不仅引发宁德时代全天走势强劲，并同步拉动A股新能源板块整体走强。\n权威机构接连看多的背后，是宁德时代业绩的确定性和持续性增长。4月15日，宁德时代发布2024年一季报，实现营业总收入797.7亿元。根据SNE Research数据，2024年1-2月宁德时代全球动力电池使用量市场份额38.4%，持续稳步提升。科技创新方面，神行电池开始大规模交付，打造超快充、低温、长寿命和全能系列产品，开启新能源车超充时代；发布集“5年零衰减，6.25兆瓦时级、多维真安全”于一体的宁德时代天恒储能系统，为新型储能的规模化应用和高质量发展按下加速键。\n在全球新能源浪潮的驱动下，宁德时代有望进一步扩大其经营规模并加强其全球市场的领导地位，同时保持强劲的企业信用状况，这也意味着宁德时代作为优质资产或为投资者带来持续强势的投资回报。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2428775768"}