寧德時代(300750.SZ):毛利率相比22年全年水平略有上升,未來預計毛利率將維持合理水平
格隆匯4月21日丨寧德時代(300750.SZ)於2023年4月20日召開電話會議,問答環節中,就“公司儲能及動力電池毛利率對比去年四季度情況如何,未來二季度有何展望,如何應對碳酸鋰價格跌破20萬元/噸,鋰礦返利計劃是否繼續推進?”,公司表示,公司毛利率環比去年Q4不是很可比,因為行業有一定的季節性特徵,毛利率相比22年全年水平略有上升,未來預計毛利率將維持合理水平。鋰礦共享計劃屬於公司的一系列商業策略之一,公司正在積極同客户合作方協商多種共贏的商業方案。
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