宁德时代曾毓群：推动新能源产业迈向“全域增量时代”

Core Insights - The chairman of CATL, Zeng Yuqun, stated that the new energy industry is transitioning from a "partial breakthrough" to a "full-scale incremental era" [1][2] - In the first three quarters of this year, the total export value of the "new three items" exceeded 900 billion yuan, with lithium batteries contributing nearly 400 billion yuan, accounting for over 40% [1] - CATL exported 120 GWh of lithium batteries, representing nearly 60% of the total export volume of about 200 GWh [1] - The company has invested over 80 billion yuan in R&D over the past decade, with more than 15 billion yuan invested in the first three quarters of this year [1] - As of mid-2023, CATL holds and is applying for nearly 50,000 patents, making it one of the Chinese companies with the most overseas patent applications [1] - CATL's revenue for the first three quarters reached 283.1 billion yuan, with a net profit of 49 billion yuan, indicating strong growth [1] - The battery shipment volume in Q3 was approximately 180 GWh, with energy storage batteries accounting for about 20% [1] - The annual production capacity is expected to reach 730-750 GWh, a year-on-year increase of 40% [1] - By 2026, CATL's production capacity is projected to exceed 1 TWh [1] Industry Outlook - Zeng Yuqun emphasized that the new energy industry is at a new crossroads, moving from high speed to high quality and from partial breakthroughs to full-scale increments [2] - CATL is committed to collaborating with various parties to promote the new energy industry towards a "full-scale incremental era," aiming for a better zero-carbon society and a greener future [2]