宁德时代(300750.SZ)2020年净利增长22.43%至55.83亿元 拟10派2.4元
格隆汇 4 月 27日丨宁德时代(300750.SZ)披露2020年年度报告，2020年，公司克服了新冠病毒肺炎疫情带来的冲击，灵活应对市场及行业变化，持续加大研发力度，优化产品结构和市场策略，稳步扩张产能以满足客户订单需求。同时，公司继续夯实业内最广泛的客户基础，随着生产经营规模的持续扩大，公司在供应链管理、成本控制、市场开拓、技术迭代、客户服务等方面的竞争优势逐渐凸显。
报告期内，公司实现营业总收入5,031,948.77万元，同比增长9.90%，归属于上市公司股东的净利润为558,333.87万元，同比增长22.43%。基本每股收益2.4942元，拟向全体股东每10股派发现金2.4元(含税)。报告期内，公司实现锂离子电池销量46.84GWh，同比增长14.36%，其中动力电池系统销量44.45GWh，同比增长10.43%。
动力电池系统方面，动力电池系统销售系公司主要收入来源。报告期内，公司动力电池系统销售收入为3,942,582.07万元，较上年增长2.18%。根据中汽研合格证数据，国内动力电池装机总量为63.6GWh，同比增长2%，其中公司装机量为31.9GWh，市场占有率为50%。
在乘用车领域，公司继续深化与关键客户的战略合作，持续强化在有关细分市场领域的优势，为战略客户提供具有竞争力的差异化产品；海外市场赢得多个重点客户关键平台定点，811体系产品在海外实现大批量交付，陆续得到海外主流汽车企业的认可，进一步巩固长期合作伙伴关系。
在商用车领域，公司进一步完善国内外商用车电池产品布局，客车、轻型物流车电池装车电量市占率继续提升，两轮电池出货快速增长并通过换电、共享方式推动两轮锂电渗透率提升，重卡和工程机械业务的快速换电等新应用模式落地与传统充电模式形成相互补充，并与下游合作方启动“电动化+智能化”生态建设，电动船舶产品通过中国船级社CCS新标准首家认证、全球电量最大的纯电动邮轮“长江山峡1号”顺利下水等事件标志着公司新能源应用的立体服务网络逐渐形成。
储能系统方面，报告期内公司前期储能市场布局逐步落地，全年实现储能系统销售收入为194,345.02万元，同比增长218.56%。在储能市场快速启动的背景下，公司持续加强研发投入，基于长寿命电芯技术、液冷CTP电箱技术，推出了户外系统EnerOne产品，实现了在海外市场从提供部件到提供电池系统的转型，其安全、经济性等各项指标行业领先。国内市场方面，由公司主导执行的第一个创国家优质工程及发电侧分散式百兆瓦时级锂电储能项目、青海省海南州特高压外送基地配置项目塔拉滩一标段1000MW光伏电站配置交流储能项目投运；由公司提供电池系统的珠海横琴储能调频项目投运，助力储能黑启动9F燃机试验成功。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
