动力电池技术研发
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嘉宾预告丨国联研究院 创新事业部副总经理 杨容将在2025起点固态电池行业年会发表主题演讲
起点锂电· 2025-10-30 09:30
Core Insights - The 2025 Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony will be held on November 8, 2025, in Guangzhou, focusing on new technologies and ecosystem building [1] - The CINE Solid-State Battery Exhibition and CINE Sodium Battery Exhibition will take place concurrently from November 6 to 8, 2025 [1] Group 1: Event Details - The event is organized by Qidian Solid-State Battery, Qidian Lithium Battery, and the SSBA Solid-State Battery Alliance [1] - The National Automotive Power Battery Research Institute will participate, with Yang Rong, Deputy General Manager of the Innovation Division, delivering a speech on "Engineering Technical Challenges of All-Solid-State Batteries" [2] Group 2: Company Profile - The National Automotive Power Battery Research Institute was established in September 2014, supported by the Ministry of Industry and Information Technology and other government departments, with a registered capital of 930 million yuan [7] - The institute focuses on the research and development of key materials and technologies for lithium-ion batteries, with over 20 projects funded by national and provincial-level programs [5][7] - The institute aims to build an international first-class power battery research and development organization and has established four major platforms for collaborative research, product testing, industry standards, and technology commercialization [7][9]
宁德时代(300750):海外业务快速增长 毛利率稳步提升
Ge Long Hui· 2025-08-09 18:11
Core Insights - The company achieved steady profit growth in H1 2025, with operating revenue of 178.886 billion yuan, up 7.3% year-on-year, and net profit attributable to shareholders of 30.485 billion yuan, up 33.3% year-on-year [1] - The company's market share in the global power battery sector reached 38.1% in the first five months of 2025, maintaining its position as the industry leader [1] - The company reported a gross margin of 25.58% in Q2 2025, with significant growth in overseas revenue contributing to this increase [1][2] Financial Performance - In H1 2025, the company recorded a net profit of 30.485 billion yuan, a 33.3% increase year-on-year, and a non-recurring net profit of 27.197 billion yuan, up 35.6% year-on-year [1] - Q2 2025 saw revenue of 94.181 billion yuan, an 8.3% year-on-year increase, and a net profit of 16.523 billion yuan, up 33.7% year-on-year [1] - Overseas revenue reached 61.21 billion yuan in H1 2025, representing a 21.1% increase, with a gross margin of 29%, higher than the domestic margin of 22.9% [2] Market Position - The company maintained its leading position in the domestic market with a market share of 43.05% in H1 2025, despite a year-on-year decrease of 2.85 percentage points [1] - The global installed capacity of the company's power batteries reached 152.7 GWh in the first five months of 2025, reflecting a year-on-year increase of 0.6 percentage points [1] Product Development - The company continues to invest heavily in R&D, launching a series of products tailored to diverse consumer needs in the passenger vehicle sector, including the Kirin and Shenxing batteries [2] - New product offerings include the Xiaoyao dual-core series and sodium-ion batteries, aimed at enhancing performance and reducing reliance on lithium resources [2] - In the commercial vehicle sector, the company introduced the Tianxing series, focusing on longevity, safety, and fast charging capabilities [2]