关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 21世纪经济报道等 7月30日晚间，宁德时代（300750）公告，公司上半年营业收入1788.86亿元（人民币），同比增长 7.27%；上半年归母净利润305.12亿元，同比增长33.02%；经营活动产生的现金流量净额586.87亿 元，同比增长31.26%。 分析认为，宁德时代上半年业绩表现稳健，营收同比增长7.3%，得益于毛利率的改善，净利润同比增长 33.0%，这个增速在当前竞争激烈的动力电池市场中并不容易实现。然而，增长动能的可持续性存在不确 定性，海外市场拓展、技术创新落地、竞争格局演变将是影响公司未来表现的关键因素。 宁德时代公布上半年财报，核心要点如下 : 财务表现： 归属股东净利润 305.12 亿元，同比增长 33.02% ；毛利率 25.02%，同比提升 1.57 个百分点 收入 1,788.86 亿元，同比增长 7.27% ，其中动力电池系统收入 1,315.73 亿元，增长 16.80% 经营现金流 586.87 亿元，同比增长 31.26% ，现金状况良好 核心业务进展： 动力电池 ...

上半年，动力电池业务收入1,315.73亿元，同比增长16.80%，远超整体收入增速。 宁德时代上半年业绩表现稳健，营收同比增长7.3%，得益于毛利率的改善，净利润同比增长33.0%，这 个增速在当前竞争激烈的动力电池市场中并不容易实现。然而，增长动能的可持续性存在不确定性，海 外市场拓展、技术创新落地、竞争格局演变将是影响公司未来表现的关键因素 周三，宁德时代公布上半年财报，核心要点如下:归属股东净利润305.12亿元，同比增长33.02%；毛利 率25.02%，同比提升1.57个百分点；收入1,788.86亿元，同比增长7.27%，其中动力电池系统收入 1,315.73亿元，增长16.80%；经营现金流586.87亿元，同比增长31.26%，现金状况良好； 核心业务进展：动力电池收入1,315.73亿元，同比增长16.80%，全球市占率38.1%，较去年同期提升0.6 个百分点，稳居全球第一；储能电池收入微降1.5%，至284亿元，电池材料及回收业务收入78.87亿元， 同比下降44.97%。动力电池业务依然是核心增长引擎 然而，一些细节也暴露了挑战。电池材料及回收业务收入78.87亿元，同比下降44.9 ...

Financial Performance - The company reported a revenue of 178.89 billion yuan, a year-on-year increase of 7.27% [5] - Net profit attributable to shareholders reached 30.51 billion yuan, reflecting a growth of 33.02% [5] - The gross margin improved to 25.02%, an increase of 1.57 percentage points year-on-year [5] - Operating cash flow was 58.69 billion yuan, up 31.26% compared to the previous year, indicating strong cash flow health [5] Core Business Progress - The power battery business remains the growth engine, generating revenue of 131.57 billion yuan, a year-on-year increase of 16.80%, significantly outpacing overall revenue growth [1][5] - The global market share for power batteries stands at 38.1%, an increase of 0.6 percentage points from the previous year, solidifying the company's leading position [1][5] - The energy storage business showed stable performance with revenue of 28.40 billion yuan, a slight decline of 1.47% year-on-year, reflecting market adjustments rather than a loss of competitiveness [2] Product Innovation and Strategic Initiatives - The company launched several new products, including the second-generation supercharging battery and the sodium-ion passenger vehicle battery, showcasing its commitment to innovation [3] - A strategic partnership with NIO for battery swapping solutions has been established, expanding the application scenarios for power batteries [3] - The company successfully listed on the Hong Kong Stock Exchange on May 20, raising 41 billion HKD to support its global expansion strategy, particularly in Hungary [2][5] Global Expansion and Sustainability Efforts - The company is advancing its global footprint with carbon-neutral certification for its German facility, increasing its total number of zero-carbon factories to 10 [3] - Ongoing construction of the Hungarian factory and a joint venture battery plant in Spain with Stellantis is underway, enhancing the global production network [3]