【宁德时代：下半年排产及订单饱满，产能利用率预计进一步提升】
近日，宁德时代在业绩说明会上宣布，公司下半年的排产及订单均保持饱满状态，预计产能利用率将进一步提升。这一消息表明宁德时代在市场上的表现持续稳健，尤其是在动力和储能电池领域。宁德时代上半年整体销量超过200GWh，其中二季度动力和储能电池整体销量近110GWh，储能电池占比超过20%。随着神行电池和麒麟电池的持续放量，全年来看，这两款电池在宁德时代动力电池出货中占比达到三到四成，显示出公司在产品线上的多样化和市场竞争力的增强。
【上半年业绩亮点】
宁德时代在2024年上半年的业绩报告中显示，营收达到1667.7亿元，虽然同比降低11.88%，但归母净利润同比增长10.37%至228.65亿元。这一成绩在当前市场环境下显得尤为突出，尤其是在研发投入方面，宁德时代上半年投入85.92亿元，尽管较去年同期降低12.77%，但其对技术创新的持续投入表明了公司对未来发展的坚定信心。
【全球市场地位】
根据SNE Research的数据，宁德时代在2024年1-5月的动力电池使用量全球市占率为37.5%，较去年同期提升2.3个百分点，继续保持全球第一的位置。在储能领域，宁德时代已经连续3年储能电池出货量排名全球第一，显示出公司在新能源领域全方位的领先地位。
【技术创新与未来发展】
宁德时代在技术创新方面持续投入，不仅推动了神行电池和麒麟电池的规模应用，还通过洛阳基地一期项目的电池工厂投产，采用了第三代CTP技术的麒麟电池下线，展示了其在电池技术上的创新能力和对市场趋势的敏锐洞察。随着新能源汽车市场的快速发展和对绿色能源的需求增长，宁德时代有望在未来的竞争中继续保持优势地位。
【总结】
宁德时代下半年的排产及订单的饱满状态，以及其在全球市场上的领先地位，表明了公司在新能源领域的强大竞争力和持续增长的潜力。随着技术创新的不断推进和市场需求的持续增长，宁德时代有望在新能源领域实现更大的突破，为全球的绿色能源转型贡献更多力量。
英语如下：
News Title: “Ningde Times: Capacity Utilization Soars in the Second Half, Energy Storage Batteries Surge”
Keywords: Ningde Times, Capacity Enhancement, Energy Storage Batteries
News Content: “Ningde Times: Robust Production and Orders in the Second Half, Expected Capacity Utilization Boost”
Recently, Ningde Times, in its earnings briefing, announced that its production and orders for the second half of the year are well-stocked, with an anticipated increase in capacity utilization. This signals the company’s continued robust performance in the market, particularly in the domains of power and energy storage batteries. In the first half of the year, Ningde Times achieved a total sales volume exceeding 200 GWh, with power and energy storage batteries contributing nearly 110 GWh in the second quarter, accounting for over 20% of the total. With the continuous surge in sales of the company’s Deer Hunter and Kingly batteries, these two models collectively account for around 30-40% of Ningde Times’ battery output for the full year, demonstrating the company’s diversification in its product line and enhancement in market competitiveness.
“Highlight of the First Half Performance”
In the first half of 2024, Ningde Times reported a revenue of 166.7 billion yuan, marking a decrease of 11.88% compared to the previous year, but with a 10.37% increase in attributable net profit to 22.865 billion yuan. This achievement is particularly noteworthy in the current market context, especially considering the company’s ongoing investment in research and development, which reached 8.592 billion yuan in the first half of the year, a decrease of 12.77% compared to the same period last year. This continuous investment in innovation highlights the company’s unwavering confidence in future development.
“Global Market Position”
According to SNE Research, Ningde Times maintained a global market share of 37.5% for battery usage in the first five months of 2024, up 2.3 percentage points from the same period last year, and continued to hold the top position globally. In the energy storage sector, Ningde Times has been ranked first in global energy storage battery shipments for three consecutive years, showcasing its comprehensive leadership in the field of new energy.
“Technological Innovation and Future Development”
Ningde Times continues to invest in technological innovation, driving the scale application of the Deer Hunter and Kingly batteries. Through the launch of the third-generation CTP technology at the battery factory of the Luoyang base, it demonstrated its innovation capabilities and sharp insight into market trends. With the rapid growth of the electric vehicle market and the increasing demand for green energy, Ningde Times is poised to maintain its competitive advantage in future competitions.
“Summary”
The robust production and order status in the second half, along with Ningde Times’ global leadership position, signifies the company’s strong competitive edge and potential for continuous growth in the new energy sector. With ongoing technological innovation and growing market demand, Ningde Times is expected to achieve greater breakthroughs in the new energy sector, contributing more power to the global green energy transformation.
【来源】https://www.ithome.com/0/784/644.htm
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