新能源车电池

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固态电池领域技术成果集中显现,电池ETF(159755)年内至今反弹超18%,近1年日均成交同类第一!
Xin Lang Cai Jing· 2025-05-21 06:11
电池ETF(159755):紧密跟踪国证新能源车电池指数,国证新能源车电池指数反映沪深北交易所中新能 源车电池产业上市公司的市场表现。场外联接(A:013179;C:013180)。 政策面上,此前工信部发布《2025年汽车标准化工作要点》,在前瞻布局前沿领域标准研究中提到,推 动制定及发布车用人工智能、固态电池、电动汽车换电等标准子体系,加快全固态电池、动力电池在役 检测、动力电池标识标签等标准研制。 消息面上,国轩高科已推出G垣准固态电池,并在eVTOL、新能源汽车及人形机器人等领域取得实质性 进展。目前该电池已完成多家客户测试并实现样车超1万公里运行,产能达12 GWh。 招商证券最新研报观点认为,随着2025年中国工业机器人产量同比大幅增长,以及智能终端、智能制造 装备等新一代技术的发展,固态电池的市场需求显著提升,为其技术研发和产业化提供了广阔空间。 截至2025年5月21日 13:12,国证新能源车电池指数(980032)强势上涨2.55%,成分股国轩高科 (002074)10cm涨停,宁德时代(300750)上涨5.87%,当升科技(300073)上涨5.72%,贝特瑞(835185),先 导智 ...
国轩高科2025年一季报简析:营收净利润同比双双增长,短期债务压力上升
Zheng Quan Zhi Xing· 2025-04-25 22:50
Financial Performance - The company reported a total revenue of 9.055 billion yuan for Q1 2025, representing a year-on-year increase of 20.61% [1] - The net profit attributable to shareholders reached 101 million yuan, up 45.55% year-on-year [1] - The gross profit margin improved to 18.28%, an increase of 10.55% compared to the previous year [1] - The net profit margin rose significantly to 1.13%, reflecting a year-on-year increase of 133.85% [1] - The company’s operating cash flow per share was 0.07 yuan, a substantial increase of 75.01% year-on-year [1] Financial Ratios and Metrics - The current ratio stood at 0.9, indicating increased short-term debt pressure [1] - The total expenses (selling, administrative, and financial) amounted to 878 million yuan, accounting for 9.7% of revenue, which is a 17.74% increase year-on-year [1] - The return on invested capital (ROIC) for the previous year was 2.98%, indicating a relatively weak capital return [3] - The company’s debt situation shows a total interest-bearing debt of 48.533 billion yuan, with a debt-to-asset ratio of 42.33% [3] Market Position and Shareholder Information - The company has raised a total of 15.202 billion yuan since its listing, with cumulative dividends amounting to 920 million yuan, resulting in a dividend-to-financing ratio of 0.06 [3] - The largest fund holding the company’s shares is the Qianhai Kaiyuan Public Utilities Stock Fund, which holds 14.9494 million shares [4] - The fund has a current scale of 9.733 billion yuan and has seen a 8.89% increase in value over the past year [4]