界面新闻记者 | 庄键

guoneishangshigongsiluxupilujinnianshangbannianyeji，toubulidianchiqiyedechunengyewubiaoxianzhuyijiexiao。

jiemianxinwenshulileningdeshidai(300750.sz)dengjiujiatoubulidianshangshiqiyeshangbanniandechunengbankuaiyeji。youyubiyadi(002594.sz)、penghuinengyuan(300438.sz)dengshangshigongsibingweipiluchunengbankuaidecaiwushuju，haichenchuneng、yuanjingdonglidengfeishangshiqiyemeiyougongkaicaiwuxinxi，yinciweinarucicitongji。

以上半年营收规模计算，宁德时代的储能板块在九家锂电池企业中依然排名首位。jinnianshangbannian，ningdeshidaidechunengdianchixitongyingshouwei288.2yiyuan，gaoyushengyubajiagongsigaibankuaiyingshouzhihe。

根据新能源研究机构InfoLink Consulting发布的2024上半年全球储能电芯排名，ningdeshidaiyeweiliebangshou。dianxinshichunengxitongdehexinbujian，zhuyaoyongyuchucundiannengbingzaixuyaoshishifang。chulechunengdianxinyewuwai，dabufenlidianchiqiyeyeyishezuchunengxitongyewu。

yiweilineng(300014.sz)heguoxuangaoke(002074.sz)shangbannianchunengbankuaiyingshoufenbiewei77.7yiyuanhe43.3yiyuan，paimingdierhedisanwei，jinciyuningdeshidai。yiweilinengheguoxuangaokeshangbannianchunengdianxinchuhuoliangweijudierhediqiwei。

就营收规模而言，瑞浦兰钧(00666.HK)zailidianshangshiqiyezhongweijudisiwei，qishangbanniandechunengdianxinchuhuoliangweijuquanqiudisanwei。

按照营收增速排名，德赛电池(000049.SZ)在上述锂电池企业中位居第一，上半年储能板块营收增幅超过313%。danqijishuyexiangduijiaodi，chunengbankuaiyingshouwei9.8yiyuan，jinxiangdangyuningdeshidaide3%zuoyou。

desaidianchipilucheng，qichunengbankuaiyingshouzhuyaolaizifengzhuangjichengyewushouru。shoudaochunengxingyeshichanggongxushihengqiejingzhengbairehuayingxiang，chunengdianxinshichangjiagechixuxiaxing，desaidianchidechunengdianxinyewushangbanniankuisun1.38yiyuan，2023niankuisunewei1.7yiyuan。

zhongchuangxinhang(03931.hk)shangbannianchunengbankuaiyingshouzengsupaimingdier，dadao43.19%。qishangbannianchunengdianxindechuhuoliangpaimingshengzhiquanqiudiliuwei，qunianweiliedishi。

xinwangda(300207.sz)shangbannianchunengbankuaiyingshouzengsupaimingdisan。genjuxinwangdadeyewuhuafen，qichunengbankuaijinhangailechunengxitongyewudeyeji，gaigongsidechunengdianxinyewuzenarudiandongqicheleidianchibankuaihesuan。

根据界面新闻的统计，九家锂电上市公司中，有三家上半年储能板块营收下滑，分别为派能科技(688063.SH)、瑞浦兰钧和雄韬股份(002733.SZ)。

qizhongpainengkejijiangfuzuida，tongbixiajiangchaoguo66%。shangbannian，painengkejichunengchanpinxiaoshouliangwei571 mwh，xiangjiaoyuquniantongqixiahuajinliucheng。

painengkejicheng，shoudaohongguanhuanjingbianhua，bufenguojiahediqubutiezhengcechixutuipo，haiwaixiayouqiyechixuqukucun，jiatingchunengshichangxuqiujiaoshangniantongqijieduanxingfanghuandeyingxiang，daozhigongsichanpinxiaoliangheyingshouxiahua。

ruipulanjunchunengbankuaideyingshouyexiahuale25.8%。shangbannian，ruipulanjunchunengdianchichuhuo8.6 gwh，tongbizengzhangyue45%，danyouyuyuancailiaojiagexiadie，qidianchichanpinshoujiayesuizhixiajiang。

genjuzhongguancunchunengchanyejishulianmengdetongji，guoneixinxingchunengxitongjinnianshangbannianzhongbiaojunjiawei676.06yuan/kwh，tongbixiajiang49%。lidianchichunengweimuqianguoneixinxingchunengdezhuyaoxingtai。

tongyangyouyudianchijiagexiahua，ningdeshidai、yiweilinengdengtoubuchunengdianchigongyingshangshangbannianyingshouzengfujinweigeweishu，gaobiequnianquanniandeliangweishuzengsu。

就盈利能力而言，宁德时代在上述锂电企业中排名首位，其储能板块上半年的毛利率达到28.87%。xinwangdaweiliedier，maolilvwei28.12%。

xiangbiqunianshangbannian，ningdeshidai、guoxuangaokehexinwangdagaibankuaidemaolilvjunyoubutongchengdutisheng。guoxuangaokejiucijieshicheng，chunengxitongjihaiwaishichangchuhuozhanbitisheng，jiazhichengbenkongzhi，tigaoleqichunengyewumaolilv。

painengkejijingongbuleqizhuyingyewu37.12%demaolilv，bingweidandupiluchunengbankuaidemaolilvshuju。painengkejidechanpinzhuyaoyingyongyufenbushijiayongchunengshichang，zhuyaoxiangouzhou、nanfei、dongnanyadenghaiwaishichangxiaoshou，shiqimaolilvjiaogaodezhongyaoyuanyin。