宁德时代全力推进全球产能建设 今年前三季度，实现营收2830.72亿元，同比增长9.28%

Core Insights - The company is actively expanding its global production capacity to meet the surge in customer orders, supported by strong cash reserves for R&D and capacity expansion [1][3] - The company reported a revenue of 283.07 billion yuan for the first three quarters of the year, a year-on-year increase of 9.28%, and a net profit of 49.03 billion yuan, up 36.2% [3] - Strategic partnerships with industry giants are being formed to enhance the company's ecosystem, including collaborations with JD Group and Sinopec [4] Production Capacity Expansion - The company is set to add over 100 GWh of energy storage capacity at its Jining base in Shandong by 2026 [1] - The German factory is expected to be operational and profitable by 2024, while the Hungarian factory's first production line is anticipated to be completed by the end of 2025 [1] - The Indonesian battery project is planned to have a capacity of 15 GWh, suitable for both power and energy storage, with production expected in the first half of 2026 [1] Technological Advancements - The company launched the NP3.0 technology and the Shenzhou Pro battery, which features a new "Wave cell" structure, increasing energy density by over 3% and enhancing battery pack rigidity by 25% [1] - The Shenzhou Pro battery offers a range of 758 kilometers and a peak charging capability of 12C, allowing for a 410-kilometer charge in just 20 minutes even in extreme cold [1][2] Strategic Collaborations - A strategic partnership with JD Group aims to integrate battery technology with smart supply chain and all-channel services for a greener and more digitalized industry [4] - Collaboration with Sinopec is focused on building a nationwide battery swapping network, with operational stations already in place [4] Financial Performance - In Q3, the company achieved a revenue of 104.19 billion yuan, a 12.9% increase year-on-year, and a net profit of 18.55 billion yuan, up 41.21% [3] - The overall performance reflects a strong growth trajectory, driven by technological and business model innovations [4]