寧德時代(300750.SZ)目標今年追求高質量份額增長 保持合理盈利水平
《證券時報》報道,寧德時代(300750.SZ)昨日(9日)面向機構投資者舉行電話會議,公司會上透露去年第四季受規模效應攤薄成本、儲能新項目落地等因素驅動,動力及儲能電池毛利率按季均有明顯改善。
對於「鋰礦返利」計劃,寧德時代否認發起價格戰的指控,強調公司鋰礦分享不是出於降價的目的,而是公司有一些礦產資源,不想獲取暴利,希望可以與長期戰略客戶分享,正在推進相關溝通。
針對近期油車和新能源車的降價現象,寧德時代認爲,公司作爲行業龍頭,在成本和規模方面更具優勢,更容易在競爭中獲得主動權。對於目前車企降價情況,公司指出油車和電車降價的驅動因素不同,油車降價主要受國6升級的短期影響;電車降價主要受上遊原材料價格逐漸回落至合理區間影響。
此外,寧德時代釋放樂觀的預期,認爲新能源行業發展前景廣闊,隨着新能源車競爭力逐步提升、儲能政策持續支持,未來將保持較快增長,而公司將在2023年追求高質量的份額增長,同時保持合理的盈利水平。
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