億緯鋰能(300014.SZ):儲能電池業務在一季度實現了超30億元的收入,同比增長接近200%,環比基本持平
格隆匯4月27日丨億緯鋰能(300014.SZ)於2023年4月26日10:00-11:00召開業績説明會,就“一季度整體收入增速較好,驅動增長的核心業務板塊是哪些?能否對業務進行大概的拆分。”,董事會祕書兼財務負責人江敏回覆稱,一季度收入同比增長幅度較大,主要是動力和儲能電池業務板塊獲得較大增長,但環比2022年第四季度看,基本持平;營收環比略有幾億元的下降,主要是價格變動導致,在出貨量上沒有大的變化。具體來看,儲能電池業務在2023年第一季度實現了超過30億元的收入,同比增長接近200%,環比基本持平。三元軟包電池貢獻相對穩定,與上年第四季度基本持平,除軟包電池以外的動力電池與上年第四季度相比,出貨數量上沒有太大的差異,價格上略有下調。整體來看2023年一季度的收入結構與上年第四季度基本沒有太大變化。
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