宁德时代日赚超2亿，超1300人接入业绩会

Core Insights - In the third quarter, CATL (Contemporary Amperex Technology Co., Limited) reported an average daily revenue exceeding 200 million yuan, indicating strong financial performance [2] - The company achieved a total revenue of 283.07 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 9.28%, while net profit rose by 36.20% to 49.03 billion yuan [2][3] - The third quarter alone saw revenue of 104.19 billion yuan, a growth of 12.90%, and net profit of 18.55 billion yuan, reflecting a significant increase of 41.21% [3] Financial Performance - Revenue for the first three quarters: 283.07 billion yuan, up 9.28% year-on-year [3] - Net profit for the first three quarters: 49.03 billion yuan, up 36.20% year-on-year [3] - Third quarter revenue: 104.19 billion yuan, up 12.90% year-on-year [3] - Third quarter net profit: 18.55 billion yuan, up 41.21% year-on-year [3] - Basic earnings per share for the third quarter: 4.10 yuan, up 37.23% [3] Operational Highlights - The company has a strong cash reserve, with over 360 billion yuan in cash and financial assets as of September 30, 2025 [3] - Inventory increased by 34.05% to 80.21 billion yuan, attributed to business scale expansion [3] - Financial expenses improved significantly, with a reduction in losses by 142.41% due to increased foreign exchange gains and interest income [3] Capacity Expansion - CATL is actively expanding its global production capacity to meet surging customer demand, with significant expansions in domestic bases across various provinces [4] - The German factory has been operational since 2024 and is continuously profitable, while the Hungarian factory is expected to reduce costs by 20% compared to the German facility [4] - The company anticipates that its energy storage business will see increased output, with a projected addition of over 100 GWh of energy storage capacity by 2026 [4] Market Performance - As of October 20, CATL's A-shares rose by 2.33%, with a market capitalization of 1.69 trillion yuan, while its Hong Kong shares increased by 1.25% [4]