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yiweilinengqunianyejichuangxingao,danmaolilvbujitoubuqiye|nianbaojiexizhilidianchanyelian

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亿纬锂能去年业绩创新高,但毛利率不及头部企业|年报解析之锂电产业链

donglidianchichuhuoliangzengzhang64.22%,dangaibankuaiyingshoujinzengzhang31.41%。

图片来源:视觉中国

界面新闻记者 | 庄键

yiweilineng(300014.sz)qunianyingshouhejinglirunjunchuanglishixingao,danshouzhiyulidianchijiagedafuxiahua,yejizengsubujilidianchixiaoliangzengzhang。

4yue18riwanjian,yiweilinengpilucaibaocheng,2023nianyingshou487yiyuan,tongbizengzhang34%,jinglirun40.5yiyuan,tongbizengzhang15%。

亿纬锂能在2月披露年度业绩预告shicengtiji,zaitouzishouyitongbixiajiangfudujiaoda,qiechixujiadayanfatourudeqiantixia,suizhexingongchang、xinchanxianjinruliangchanjieduan,quniandechuhuoguimozengzhangxunsu,nianduyejiyincishixiantongbizhengxiangzengzhang。

yiweilinengqunianzaiquanqiudonglidianchishichangdezhanyoulvzengzhangxunmeng。genjusnefabudetongji,qunianquannian,yiweilinengzhuangjiliangwei16.2 gwh,paimingquanqiudijiuwei,shoucisharuquanqiuqianshi。qizhuangjiliangtongbizengsudadao129.8%,shipaimingqianshiqiyezhongzhuangjizengsuzuikuaide。

donglidianchishiyiweilinengmuqianzuidadeyewudanyuan,zhanzongyingshoudewuchengzuoyou。

qunian,yiweilinengdonglidianchichuhuoliangwei28.08 gwh,tongbizengzhang64.22%;gaibankuaiyingshou239yiyuan,tongbizengzhang31.41%。youyulidianchijiagexiahua,donglidianchibankuaideyingshouzengfuxianzhudiyuchuhuoliangzengzhang。

zailidianchanyeliangongxushihengdebeijingxia,lidianchijiagequnianxiadieyueyiban,lidianchidianxinjiagequniandijiangzhi0.5yuan/whzuoyou。dianxinshizuchengdonglidianchihechunengdianchidezuixiaodanyuan。

chunengdianchibankuaidebiaoxiantongyangruci,gaibankuaigongxianleyiweilinengzongyingshoudesanfenzhiyi。

qunian,yiweilinengchunengdianchichuhuo26.29 gwh,tongbizengzhang121.14%,gaibankuaiyingshou163yiyuan,tongbizengzhangjinwei73.24%。

xiangbixingyetoubuqiyeningdeshidai,zuoweierxiandianchiqiyedeyiweilineng,maolilvshuipingmingxianpiandi。

qunian,ningdeshidaidonglidianchibankuaimaolilvwei22.27%。yiweilinenggaibankuaidemaolilvwei14.37%。tongqi,ningdeshidaichunengdianchibankuaimaolilvwei23.79%;yiweilinenggaibankuaidemaolilvwei17%。

今年3月的中国电动汽车百人会上,亿纬锂能董事长刘金成cengjiuxingyejingzhenggejupingjiacheng,erxiandianchiqiyeruguozhishijuanjiage,dajiagezhan,shijishangshimeiyouqiantude。tarenwei,anzhaomuqiandeshichanggeju,erxianqiyeyinggaihuiguixingyebenzhi,tigaojishuhezhiliangshuiping。

zaiyipiluqunianyejideerxiandianchigongsizhong,funengkeji(688567.sh)heruipulanjun(00666.hk)junchuxiankuisun,kuisunefenbiewei17.7yiyuanhe14.7yiyuan。

chumaolilvyinsuwai,touzishouyiheyanfatouru,yeshiyingxiangyiweilinengqunianyejibiaoxiandezhongyaoyinsu。

qunianquannian,yiweilinengtouzishouyiwei6yiyuan,tongbixiahuayue50%。zheibufenshouyizhuyaolaiziyuyiweilinengtouzidedianziyangongsisimoerguoji(06969.hk),gaigongsi2023nianjinglirunxiahua34%。

yiweilinengqunianyanfatouruwei28.7yiyuan,tongbizengzhang27%,danzhanyingshoudebizhongyou6.23%jiangdizhi5.88%。

yiweilinenghaizainianbaozhongpiluledayuanzhudianchidezuixinjinzhan。gaigongsicheng,jiezhiquniandi,46xiliedayuanzhudianchiyijingxiaxianchaoguo425wanzhi,zhengshishixianleshangyehuajiaofuheyingyong。

yiweilinengjiangdayuanzhudianchishiweixiayidaidianchijishuzhongyaofazhanfangxiang。46xiliedayuanzhushizhizhijingwei46haomideyuanzhudianchi。2022nian,yiweilinengfabu46950dayuanzhudianchi,qizhijingda46haomi、gaoduwei95haomi。

yuanzhu、fangxingheruanbaoshidonglidianchidesanzhongzhuyaofengzhuangfangshi,qizhongfangxingshimuqianxingyezhuliu。yuanzhudianchikefenweixiaoyuanzhuhedayuanzhuliangdalei,qianzheshichengshuchanpin,houzhezegangtuixiangshichangbujiu。

jinnian1yue,shoukuandazaiyiweilinengdayuanzhudianchideliangchanchexingjianghuairuifengrf8zhengshishangshi。yiweilinengyiguihualechao50 gwhdedayuanzhudianchichanneng,qizhongzaixiongyalitouzijinbaiyiyuanxinjiandegongchang,jiujiangweibaomajituangongyingdayuanzhudianchi。

gongbuqunianyejidetongshi,yiweilinengyepiluleniandufenhongfangan,jihuamei10gupaifa5yuan,gongjifenhong10yiyuan。

jiezhi4yue19rishangwushoupan,yiweilinenggujiawei34.93yuan,xiadie3.5%,shizhiwei714yiyuan。

未经正式授权严禁转载本文,侵权必究。

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亿纬锂能去年业绩创新高,但毛利率不及头部企业|年报解析之锂电产业链

donglidianchichuhuoliangzengzhang64.22%,dangaibankuaiyingshoujinzengzhang31.41%。

图片来源:视觉中国

界面新闻记者 | 庄键

yiweilineng(300014.sz)qunianyingshouhejinglirunjunchuanglishixingao,danshouzhiyulidianchijiagedafuxiahua,yejizengsubujilidianchixiaoliangzengzhang。

4yue18riwanjian,yiweilinengpilucaibaocheng,2023nianyingshou487yiyuan,tongbizengzhang34%,jinglirun40.5yiyuan,tongbizengzhang15%。

亿纬锂能在2月披露年度业绩预告shicengtiji,zaitouzishouyitongbixiajiangfudujiaoda,qiechixujiadayanfatourudeqiantixia,suizhexingongchang、xinchanxianjinruliangchanjieduan,quniandechuhuoguimozengzhangxunsu,nianduyejiyincishixiantongbizhengxiangzengzhang。

yiweilinengqunianzaiquanqiudonglidianchishichangdezhanyoulvzengzhangxunmeng。genjusnefabudetongji,qunianquannian,yiweilinengzhuangjiliangwei16.2 gwh,paimingquanqiudijiuwei,shoucisharuquanqiuqianshi。qizhuangjiliangtongbizengsudadao129.8%,shipaimingqianshiqiyezhongzhuangjizengsuzuikuaide。

donglidianchishiyiweilinengmuqianzuidadeyewudanyuan,zhanzongyingshoudewuchengzuoyou。

qunian,yiweilinengdonglidianchichuhuoliangwei28.08 gwh,tongbizengzhang64.22%;gaibankuaiyingshou239yiyuan,tongbizengzhang31.41%。youyulidianchijiagexiahua,donglidianchibankuaideyingshouzengfuxianzhudiyuchuhuoliangzengzhang。

zailidianchanyeliangongxushihengdebeijingxia,lidianchijiagequnianxiadieyueyiban,lidianchidianxinjiagequniandijiangzhi0.5yuan/whzuoyou。dianxinshizuchengdonglidianchihechunengdianchidezuixiaodanyuan。

chunengdianchibankuaidebiaoxiantongyangruci,gaibankuaigongxianleyiweilinengzongyingshoudesanfenzhiyi。

qunian,yiweilinengchunengdianchichuhuo26.29 gwh,tongbizengzhang121.14%,gaibankuaiyingshou163yiyuan,tongbizengzhangjinwei73.24%。

xiangbixingyetoubuqiyeningdeshidai,zuoweierxiandianchiqiyedeyiweilineng,maolilvshuipingmingxianpiandi。

qunian,ningdeshidaidonglidianchibankuaimaolilvwei22.27%。yiweilinenggaibankuaidemaolilvwei14.37%。tongqi,ningdeshidaichunengdianchibankuaimaolilvwei23.79%;yiweilinenggaibankuaidemaolilvwei17%。

今年3月的中国电动汽车百人会上,亿纬锂能董事长刘金成cengjiuxingyejingzhenggejupingjiacheng,erxiandianchiqiyeruguozhishijuanjiage,dajiagezhan,shijishangshimeiyouqiantude。tarenwei,anzhaomuqiandeshichanggeju,erxianqiyeyinggaihuiguixingyebenzhi,tigaojishuhezhiliangshuiping。

zaiyipiluqunianyejideerxiandianchigongsizhong,funengkeji(688567.sh)heruipulanjun(00666.hk)junchuxiankuisun,kuisunefenbiewei17.7yiyuanhe14.7yiyuan。

chumaolilvyinsuwai,touzishouyiheyanfatouru,yeshiyingxiangyiweilinengqunianyejibiaoxiandezhongyaoyinsu。

qunianquannian,yiweilinengtouzishouyiwei6yiyuan,tongbixiahuayue50%。zheibufenshouyizhuyaolaiziyuyiweilinengtouzidedianziyangongsisimoerguoji(06969.hk),gaigongsi2023nianjinglirunxiahua34%。

yiweilinengqunianyanfatouruwei28.7yiyuan,tongbizengzhang27%,danzhanyingshoudebizhongyou6.23%jiangdizhi5.88%。

yiweilinenghaizainianbaozhongpiluledayuanzhudianchidezuixinjinzhan。gaigongsicheng,jiezhiquniandi,46xiliedayuanzhudianchiyijingxiaxianchaoguo425wanzhi,zhengshishixianleshangyehuajiaofuheyingyong。

yiweilinengjiangdayuanzhudianchishiweixiayidaidianchijishuzhongyaofazhanfangxiang。46xiliedayuanzhushizhizhijingwei46haomideyuanzhudianchi。2022nian,yiweilinengfabu46950dayuanzhudianchi,qizhijingda46haomi、gaoduwei95haomi。

yuanzhu、fangxingheruanbaoshidonglidianchidesanzhongzhuyaofengzhuangfangshi,qizhongfangxingshimuqianxingyezhuliu。yuanzhudianchikefenweixiaoyuanzhuhedayuanzhuliangdalei,qianzheshichengshuchanpin,houzhezegangtuixiangshichangbujiu。

jinnian1yue,shoukuandazaiyiweilinengdayuanzhudianchideliangchanchexingjianghuairuifengrf8zhengshishangshi。yiweilinengyiguihualechao50 gwhdedayuanzhudianchichanneng,qizhongzaixiongyalitouzijinbaiyiyuanxinjiandegongchang,jiujiangweibaomajituangongyingdayuanzhudianchi。

gongbuqunianyejidetongshi,yiweilinengyepiluleniandufenhongfangan,jihuamei10gupaifa5yuan,gongjifenhong10yiyuan。

jiezhi4yue19rishangwushoupan,yiweilinenggujiawei34.93yuan,xiadie3.5%,shizhiwei714yiyuan。

未经正式授权严禁转载本文,侵权必究。