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According to a news flash from Every AI, Dongwu Securities released a research report on March 10th, giving a "buy" rating to Ningde Times (300750.SZ) with a target price of 618 yuan. The main reasons for the rating include: 1) shipment volume: supply exceeds demand, expansion of production speed, we expect battery shipments to increase by more than 40% in 2026; 2) momentum: shipment volume exceeds expectations, overseas + commercial vehicles contribute elasticity, maintaining stable profit levels; 3) energy storage: the pace of actual collection affects the scale, with large elasticity in 2026. (Daily Economic News)
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