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国信证券发布宁德时代研报:动储电池出货快速增长,产能扩张稳步推进
Mei Ri Jing Ji Xin Wen·2025-08-01 05:24

Group 1 - The core viewpoint of the report is that Ningde Times (300750.SZ) is rated as outperforming the market due to strong financial performance and growth prospects [2] - The company achieved a net profit attributable to shareholders of 30.485 billion yuan in the first half of 2025, representing a year-on-year increase of 33% [2] - The company's power battery shipments continue to grow rapidly, maintaining its leading position in the industry [2] - The company's energy storage business is experiencing rapid growth with stable profitability [2] - The company is accelerating capacity expansion and enhancing its global layout to improve service capabilities [2] - The company is speeding up the construction of a battery swapping ecosystem [2]