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宁德时代上半年日均净赚1.7亿|一周市场观察

Financial Performance - In the first half of 2025, the company achieved operating revenue of 178.89 billion yuan, a year-on-year increase of 7.3% [1] - The net profit attributable to shareholders reached 30.49 billion yuan, reflecting a year-on-year growth of 33.3% [1] - The company reported an average daily net profit of approximately 169 million yuan during this period [1] - A mid-year dividend plan was announced, with a cash dividend of 10.07 yuan per 10 shares, totaling 4.573 billion yuan [1] Business Segments - The company's main business includes four segments: power battery systems, energy storage battery systems, battery materials and recycling, and battery mineral resources [3] - The power and energy storage battery segments contributed 89.43% of the total revenue in the first half of 2025 [3] - The significant increase in performance is primarily attributed to the outstanding performance of the power battery business [3] Market Position - In the first half of 2025, the cumulative installed capacity of power batteries in China reached 299.6 GWh, a year-on-year increase of 50.4%, with the company accounting for 43.05% of this, totaling 128.6 GWh [3] - The company holds a global market share of 38.1% in power battery usage from January to May 2025, an increase of 0.6 percentage points compared to the same period last year [3] - The company ranked first in global energy storage battery production in the first half of 2025 [3] IPO and Investment - The company was listed on the Hong Kong Stock Exchange on May 20, 2025, becoming an "A+H" stock company and one of the largest IPOs in the Hong Kong market in recent years [4] - The IPO attracted significant cornerstone investors, including both foreign and domestic institutions, with notable subscriptions from Sinopec and the Kuwait Investment Authority [4] Future Outlook - Analysts from Minsheng Securities believe that the company's half-year report exceeded expectations, with overseas business and technological innovation driving growth [7] - The company is accelerating the construction of an open and win-win battery swapping ecosystem through extensive cooperation with upstream and downstream partners, which is expected to create new business growth opportunities [7]