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东吴证券4月16日发布研报称，给予宁德时代（300750.SZ）买入评级。评级理由主要包括：1）Q1出货量95gwh，国内爆款车贡献增量，超预期；2）Q1均价基本稳定，毛利率微增，单wh毛利稳定；3）增值税加计扣除增厚其他收益，27年前具备持续性；4）Q1汇兑损失影响，费用率较高；5）预计负债持续增加，现金流亮眼。（每日经济新闻）

Dongwu Securities released a research report on April 16 stating that it gave Ningde Times (300750.SZ) a purchase rating. The main reasons for the rating include: 1) the Q1 shipment volume is 95 GWH, and the contribution of popular domestic vehicles excee

Zhitong Finance ·  Apr 16 09:44
Dongwu Securities released a research report on April 16 stating that it gave Ningde Times (300750.SZ) a purchase rating. The main reasons for the rating include: 1) the Q1 shipment volume is 95 GWH, and the contribution of popular domestic vehicles exceeds expectations; 2) the average price of Q1 is basically stable, with slight increase in gross margin and stable gross profit per wh; 3) VAT plus deductions to increase other earnings, which were sustainable 27 years ago; 4) the impact of Q1 exchange losses, which are high; 5) the expected increase in debt and impressive cash flow. (Mainichi Keizai Shimbun)

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