界面新闻记者 | 张艺

lidianchimozuqiyexinwangda（300207.sz）jinguanyejichuangxingao，dandisanjiduyejizengsuzaixiaxing，10yue30rigongsigujiapingkaidizou，quanrixiadie3.38%，shouyu22.55yuan/gu，zuixinshizhi420yiyuan。

sanjibaoxianshi，xinwangdaqiansanjidushixianyingyeshouru382.79yiyuan，tongbizengzhang11.54%；shixianguishuyushangshigongsigudongdejinglirun12.12yiyuan，tongbizengzhang50.84%；koufeiguimujinglirunwei11.63yiyuan，tongbizengfu90.78%。

zhengtilaikan，xinwangdajinliangnianjunbaochilejiaogaodezengsu，guimujinglirunjinnianqiansanjiduyichaoqunianquannian，bingchuangxialishixingao，jinglirunzengfugaoyuyingshouzengfu。raner，disanjiduzheilianggezhibiaochengfanxiangbiaoxian。

disanjiduxinwangdashixianyingyeshouru143.60yiyuan，tongbizengzhang18.85%；guimujinglirunwei3.88yiyuan，tongbizengzhang6.35%。yingshouzengzhanggaoyushangbannian，danjingliruntongbizengsujiangzhigewei，huanbixiahuachaoguo20%。

原因何在？

“今年跟往年不一样，”欣旺达证券部人士对界面新闻回应称，今年消费电子多款新机延后发布，旺季也相应延后，“今年四季度的表现会好于往年同期”。

第二个原因与汇率相关。“报告期因汇率变动导致的汇兑损失有2个多亿，但现在汇率在往回走，全年来看影响不大。”上述人士称。

消费电池业务毛利率在提升

xinwangdashiyijiayouzhe20yunianlishidelidianchimozuqiye，zhuyaochanpinweililizidianchidianxinjimozu。muqian，gongsiyouzhexiaofeileidianchi、donglidianchi、chunengxitongleisandayewu。

xiaofeileidianchizhanjuleyingshoudebanbijiangshan，donglidianchizhanbisifenzhiyi，chunengxitongleizhanbibuchaoguo3%，haiyoujiaogaobilideqitaleibieyewu。

sanjiduweipilugeyewudejutibiaoxian，congzhongbaolaikan，zhanbizuigaodexiaofeileidianchiyewuyingshouzaiweijiang，qitaliangkuaiyewuzaizengzhang。sanzhezengfufenbieweiweijiangyue1%，zengzhangyue20%heyue30%。qitaleibieyewuyingshouyezengzhangleyue20%。

haozaixiaofeileidianchideyinglinenglizaigaishan。xinwangdabiaoshi，gongsixiaofeileidianxinyewudeshengchanguimozhubukuoda，suizhezigongbilidetisheng，jiangjinyibutishengchanpinfujiazhi。

“公司积极推进‘pack+电芯’模式在消费类客户中的拓展，2024年前三季度公司的消费电芯自供率已经超过35%。”zaisanjidudeyejijiaoliuhuishang，xinwangdadongmicengdibiaoshi，suizhedianxinzaibijibendiannaokehuzhongyingyong、liangchan，huiduigongsidemaolilvdailaitisheng。gongsikanhaoweilaixiaofeidianzishichang，suizheshoujishichangdewenhefusujigongsijinyibukaituokehu，diejiazigonglvdetisheng，gongsizhenggeyewudeyinglishuipingjiangchixuxianghao。

ciwai，aidefazhanjizhedieshoujidetuiguangduixiaofeileidianchiyewumaolidetishengxingchengyidinglihao。

“dazaiaigongnengdeshoujidianchixuyaogengdaderongliang，zheihuidailaidanjijiazhiliangdezengzhang。” cengdibiaoshi，lingwai，zhedieshoujidengjixingduidianxindexuqiugengduo，yehuidailaijiazhiliangdetisheng。

xiaofeileidianchimaolilvdeshangshengyejiangxinwangdazhengtixiaoshoumaolilvdaidaolejinshiniandegaowei。qiansanjidu，gongsixiaoshoumaolilvshangshengzhi16.02%，qunianwei14.60%。

donglidianchiyewufangmian，xinwangda2024nianshangbannianfabulelinsuantielikuaichongdianchi——lfpxinxingchidianchi。jujieshao，qichongdianbeilvkedadao 6c，quanchangjingshixian10fenzhongchongdianzhi80%dianliang，nengliangmidunengdadao450wh/l。jiehexinyidaigaojichengxitongfangan，tijiliyonglvchao80%。

“公司目前已具备批量量产5C电池产品能力，6C电池产品即将批量量产。”guangdazhengquanyanbaobiaoshi，tongshi，xinwangdadiyidaibangutaidianchiyijingwanchengkaifa，dierdaibangutaidianchinengliangdedianxinyangpinyijingkaishizhongshishiyan，disandaijuhewufuhequangutaidianchiyiwanchengshiyanshiyanzheng，yuji2025nianwanchengchanpinkaifa。disidaiquangutaidianchihaizaikaifazhong，yuji2027nianwanchengshiyanshiyangpinzhizuo。

HEV（混合动力汽车）产品方面，欣旺达表示，目前与国内主要HEV整车厂商均建立了合作关系，并已顺利实现向海外车厂量产交付HEV产品。“在纯电车逐步替代传统燃油车的过程中，HEV是一个较好的过渡产品，预计未来会有比较好的出货预期。”

“suizhediandongqichedeshentoulvzhubutisheng，zhenggexiayoushichangjianghuiyouyidingdezengzhang。suizhexinkehudetuozhanyijikehudingdianxiangmuxinchexingdezhubufangliang，yujihuijigongsiyejidailaiyidingzengzhang。ciwai，suizhegongsidonglidianchichannengjiadonglvyijilianglvdetisheng，xiangxinhuiduidonglidianchiyinglinenglidailaizhubutisheng。”cengdibiaoshi。

chunengyewufangmian，cengditoulu，2024niangongsichunengdianxinzhubufangliang，dansanjidugongsichunengdianxinchuhuoliangyuewei1.5gwh。zhidezhuyideshi，xinwangdajinnianjitizichanjianzhizhunbeijiaogao，shangbannianjitile3.34yiyuan，qizhongyou2.80yiyuanweicunhuodiejiazhunbei。zheiyutansuanlijiagejinliangniandedafubodongyouguan。

xinwangdaquniandonglidianchiqunianyouyidingkucun，tansuanlixiadiehouxingchengjianzhi。tongshi，donglixinjidixinchanxianchuyuqianqitourushiyongjieduan，liangchanpapoguochengzhonglianglvjiaodi，daozhishengchandechanpinchengbenjiaogao，yehuixingchengjianzhi。

三季度欣旺达未公告计提，但存货还在上升。截至三季度末，公司存货仍有高达84.06亿元，较2023年末还增加了13.61亿元。年底会否继续计提减值还未可知。jinqitansuanliyizhidie，zaidiweiqujianpanzheng。

duiyucunhuodeshangsheng，xinwangdarenshiduijiemianxinwenbiaoshi，cunhuozengjia，yeshiweilebeihuowangji，zengjialecaigou。“jinniansijidudebiaoxianhuihaoyuwangniantongqi，womenduixiabannianhaishibijiaoleguande。”

机构三季度大幅加仓

erjishichangshang，xinwangdagujianianneizhangfuyichaoguo50%。

sanjibaopiludetongshi，xinwangdashangdiaohuigougufenjiageshangxian，youbuchaoguo19.78yuan/gu（han）diaozhengweibuchaoguo28.80yuan/gu（han）。

zheicihuigoujihuashixinwangdazai2024nian2yuetichude，dangshijihuahuigou3yiyuanzhi5yiyuan，huigoujiagebuchaoguo19.9yuan/gu，houyinchuquanyousuodiaozheng。

xinwangdazuixingujiayidachaoguoshangcihuigoushangxian。muqianshezhidehuigoujiashangxianjiaoqianyijiaoyirishoupanjiahaiyouyue23.39%dekongjian。

截至2024年9月30日，欣旺达累积回购了1,294.84万股，占公司总股本的0.70%，最高成交价为18.27元/股，最低成交价为13.73元/股，成交总金额约2亿元。也意味着，欣旺达还有1亿元至3亿元的回购空间。

huigoujiaoyouchengyi，xinwangdahuigougufenshiyonglaizhuxiaobingxiangyingjianshaogongsizhuceziben，duigudonglaishuomeigujiazhixiangyingyousuotisheng。

shidaliutonggudongfangmian，xinwangdarengshibeixiangzijinhejigoudechonger。chuliangweishikongrenzhanjuliangxiwai，qiyujunweijigougudong。

qizhong，xianggangzhongyangjiesuanyouxiangongsizaisanjiduqijianzengchile2,362.00wangu，chigubilishangshengzhi4.58%wenjudierdaliutonggudongzhiwei。

yifangdachuangyebanzhishujijinzengchile1014.58wangu，zhongzheng500zhishujijinzengchi881.52wangu。ciwai，huaanchuangyeban50zhishujijinhequanguoshebaojijin413zuhegeyichaoguo1000wangudechigushuliangxinjinchengweigongsidijiuhedishidaliutonggudong。

ciwai，shebaojijin420zuhehejingshunzhangchengliangzhijijinyiguweijian。

xinwangdagudonghushujinnianyilailianxusangejiduzaixiajiang。jiezhisanjidumo，gongsigudonghushu11.24wanhu，jiaoqunianmode13.00wanhujianshaoleyue13%。choumazhengqujizhong。