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宁德时代发布重大消息!
CATLCATL(SZ:300750) 鑫椤锂电·2025-03-17 08:03

Core Viewpoint - Ningde Times reported a revenue of 362.01 billion yuan for 2024, a year-on-year decrease of 9.70%, while net profit increased by 15.01% to 50.75 billion yuan [1][2][3] Financial Performance - The company will not implement capital reserve transfers or stock dividends for 2024, but plans to distribute a cash dividend of 45.53 yuan per 10 shares, totaling nearly 20 billion yuan [1] - This marks the first annual revenue decline since 2015, with a continuous decline in revenue over five consecutive quarters [2][3] - The revenue drop is attributed to a decrease in product prices due to falling raw material prices, despite an increase in battery product sales [2][3] Market Dynamics - Global sales of new energy vehicles reached 17.63 million units in 2024, a year-on-year increase of 26.1%, driving demand for power batteries [3] - The global power battery usage reached 894.4 GWh, up 27.2% year-on-year [3] - The energy storage battery market is also experiencing rapid growth, with global shipments reaching 301 GWh, a 62.7% increase year-on-year [3] Product Sales - Ningde Times achieved lithium-ion battery sales of 475 GWh in 2024, a year-on-year increase of 21.79% [3] - Power battery system sales were 381 GWh, up 18.85% year-on-year, while energy storage battery system sales reached 93 GWh, increasing by 34.32% [3] Company Positioning - The company is recognized as a global leader in new energy innovation, focusing on the research, production, and sales of power and energy storage batteries [3] - It aims to replace fossil energy through electrification and intelligence, providing innovative solutions in various fields, including battery materials and recycling [3]