寧德時代(300750.SZ)2020年淨利增長22.43%至55.83億元 擬10派2.4元
格隆匯 4 月 27日丨寧德時代(300750.SZ)披露2020年年度報吿，2020年，公司克服了新冠病毒肺炎疫情帶來的衝擊，靈活應對市場及行業變化，持續加大研發力度，優化產品結構和市場策略，穩步擴張產能以滿足客户訂單需求。同時，公司繼續夯實業內最廣泛的客户基礎，隨着生產經營規模的持續擴大，公司在供應鏈管理、成本控制、市場開拓、技術迭代、客户服務等方面的競爭優勢逐漸凸顯。
報吿期內，公司實現營業總收入5,031,948.77萬元，同比增長9.90%，歸屬於上市公司股東的淨利潤為558,333.87萬元，同比增長22.43%。基本每股收益2.4942元，擬向全體股東每10股派發現金2.4元(含税)。報吿期內，公司實現鋰離子電池銷量46.84GWh，同比增長14.36%，其中動力電池系統銷量44.45GWh，同比增長10.43%。
動力電池系統方面，動力電池系統銷售系公司主要收入來源。報吿期內，公司動力電池系統銷售收入為3,942,582.07萬元，較上年增長2.18%。根據中汽研合格證數據，國內動力電池裝機總量為63.6GWh，同比增長2%，其中公司裝機量為31.9GWh，市場佔有率為50%。
在乘用車領域，公司繼續深化與關鍵客户的戰略合作，持續強化在有關細分市場領域的優勢，為戰略客户提供具有競爭力的差異化產品；海外市場贏得多個重點客户關鍵平台定點，811體系產品在海外實現大批量交付，陸續得到海外主流汽車企業的認可，進一步鞏固長期合作伙伴關係。
在商用車領域，公司進一步完善國內外商用車電池產品佈局，客車、輕型物流車電池裝車電量市佔率繼續提升，兩輪電池出貨快速增長並通過換電、共享方式推動兩輪鋰電滲透率提升，重卡和工程機械業務的快速換電等新應用模式落地與傳統充電模式形成相互補充，並與下游合作方啟動“電動化+智能化”生態建設，電動船舶產品通過中國船級社CCS新標準首家認證、全球電量最大的純電動郵輪“長江山峽1號”順利下水等事件標誌着公司新能源應用的立體服務網絡逐漸形成。
儲能系統方面，報吿期內公司前期儲能市場佈局逐步落地，全年實現儲能系統銷售收入為194,345.02萬元，同比增長218.56%。在儲能市場快速啟動的背景下，公司持續加強研發投入，基於長壽命電芯技術、液冷CTP電箱技術，推出了户外系統EnerOne產品，實現了在海外市場從提供部件到提供電池系統的轉型，其安全、經濟性等各項指標行業領先。國內市場方面，由公司主導執行的第一個創國家優質工程及發電側分散式百兆瓦時級鋰電儲能項目、青海省海南州特高壓外送基地配置項目塔拉灘一標段1000MW光伏電站配置交流儲能項目投運；由公司提供電池系統的珠海橫琴儲能調頻項目投運，助力儲能黑啟動9F燃機試驗成功。
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