寧德時代三季度營收1054億元！淨利同比增10.66%
今日晚間，寧德時代公佈第三季度業績。財報顯示，今年三季度實現營業收入1054.31億元，較上年同期的973.69億元增長8.28%；淨利為104億元，較上年同期的94.2億元增長10.66%；扣非後淨利為94.28億元，較上年同期的89.87億元增長4.91%。
公司前三季度實現營業收入2946.77億元，同比增長40.10%；歸母淨利潤311.45億元，同比增長77.05%；基本每股收益7.0958元。
對於營收增長，寧德時代稱是業務規模增長。根據SNE Research數據，2023年1-8月寧德時代全球動力電池使用量市場份額持續排名全球第一，海外份額穩定增長，其中歐洲份額達到34.9%，同比增長8.1個百分點，在全球主流車企中的認可度持續提升，海外定點進一步突破。
隨着麒麟電池、M3P、神行超充電池等陸續落地，公司針對不同市場需求和應用場景進行多元佈局，形成了具備競爭力的新一代產品矩陣。麒麟電池已交付極氪、落地理想，全球首款磷酸鐵鋰4C超充電池“神行超充電池”，可實現“充電10分鐘，續航400公里”。目前，阿維塔、奇瑞等已官方宣佈將配套搭載神行超充電池，開啟全民超充時代。
成本端，本報吿期營業成本2300.96億元，同比增長34.97%；銷售費用增長45.55%至102.22億元；管理費用增長54.71%至69.18億元；研發費用達到了 148.76 億元，同比增長 40.65%。寧德時代表示，公司持續加大研發投入，研發項目增多及研發團隊擴大，支出較上期增加。
此外，三季報數據顯示，寧德時代存貨為488.84億元，較上年末下降36.24%。報吿認為，存貨下降基於公司優化庫存管理及上游部分原材料價格下降兩項因素。
另據GGII三季度調研數據顯示，2023年前三季度我國鋰電池出貨量605GWh，同比增長34%，已接近2022年全年水平。整體來看，前三季度我國鋰電池產業鏈各環節仍維持較快的增長勢頭，但增速較上年同期大幅下降。隨着四季度市場需求旺季的到來，以及各環節材料價格的逐步企穩，四季度行業整體形勢有望好轉，GGII預計2023年全年鋰電池出貨量有望實現35%左右的增速。
另外注意到，在近期在北向資金整體還是淨流出A股的態勢下，寧德時代獲逆市增持。據三季報，北向資金在三季度增持寧德時代1798.64萬股，截至三季末，北向資金共持有該股4.27億股。
前十股東行列中，截至2023年9月30日，廈門瑞庭投資有限公司持股為23.31%；黃世霖持股為10.6%；香港中央結算有限公司持股為9.72%，較上季度增加1798.63萬股；寧波聯合創新新能源投資管理合夥企業（有限合夥）持股為6.46%。
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