wen | leidacaijing xiaosa

编辑 | 深海

weilemanzuhaiwaishichangdexuqiu，donglidianchierxianjutouguoxuangaokejiakuailehaiwaijianchangbufa。

jinri，gaigongsipiluxianshi，gongsinifenbiezaisiluofakehemoluogetouzijianshelidianchijipeitaoxiangmu，touzijinehejibuchaoguo25.14yiouyuan，yuedengyurenminbi191.42yiyuan。

shangshuxiangmuzijinlaiyuanjunweigongsiziyouhezichou。raner，leidacaijingzhuyidaomuqiangongsishoutoubingbukuanyu，jiezhijinniansanjidumo，gongsihuobizijinwei142.2yiyuan，erduanqijiekuanquegaoda177.4yiyuan。

zijinzhuojinjianzhouzhiwai，gongsidefuzhailvjiezhisanjidumodadao74.31%，weigongsijieqiaoshangshiyilaidexingao。yucitongshi，gongsizongfuzhaida766.83yiyuan。

2020nian，guoxuangaoketongguofeigongkaifaxinggupiaodefangshi，yinruzhanlvetouzizhedazhongzhongguo。jiezhisanjidumo，dazhongzhongguochiyouguoxuangaoke24.57%degufen，weidiyidagudong。danyouyudazhongzhongguochengnuofangqibiaojuequan，guoxuangaokerengjiuzhizhangzailizhenshouzhong。

2024nianhurunbaifubangxianshi，lizhenfuzishenjia55yiyuan。

最高191亿元建两海外电池项目

jingenningdeshidaiguanxuanouzhoujianshedisanzuodianchigongchangdebufa，guoxuangaokegongbulezishenchuhaijianchangdejihua。

12yue12ri，guoxuangaokegonggaocheng，suizhequanqiuxinnengyuanxingyedekuaisufazhan，donglidianchishichangchixuzengzhang，weijinyibushenhuagongsiquanqiuzhanlvebuju、tuidonghaiwaiyewufazhan、manzuhaiwaishichangxuqiu，gongsiniyiziyouhezichouzijinzaimoluogetouzijianshenianchan20gwhgaoxingnenglidianchijipeitaoxiangmu，xiangmuzongtouzibuchaoguo12.8yiouyuan。

gonggaoxianshi，xiangmushangchuyuchoubeiqidongjieduan，touzizonge、jianshezhouqidengjunweiyugushu，jutiyishijiqingkuangweizhun。qiexiangmutouzijiangfenjieduan、fenqitouru，cunzaiyinjiansheguochengzhongchoucuozijinbunengjishidaoweidengyinsuyingxiangxiangmujindudefengxian。

zailingyitiaoxiangsidegonggaozhong，gongsixuanbuniyiziyouhezichouzijinzaisiluofaketouzijianshenianchan20gwhgaoxingnenglidianchijipeitaoxiangmu，xiangmuzongtouzibuchaoguo12.34yiouyuan。

zongjiexialai，lianggetoujianxiangmutouzijinehejibuchaoguo25.14yiouyuan，yuedengyurenminbi191yiyuan。liangxiangmujunweifenqijianshe，butongdeshisiluofakexinnengyuandianchichaojigongchangjiansheyujibuchaoguosannian，moluogexinnengyuandianchishengchanjidiyujibuchaoguowunian。

gongkaiziliaoxianshi，2023nianyilai，haiwaishichangxuqiuwangsheng，weixiaohuaguoshengchanneng，xunzhaozengliangshichang，guoneidonglidianchiqiyelongtoujiasuchuhai。

guoxuangaokeyezaijijikaituohaiwaishichang。jinniansiyuefenshigaigongsiguojiyunyingzongjianwuhaocheng，dao2030nian，guoxuangaokejiangzaiguoneihehaiwaifenbieshixian300 gwhdechannengguimo，dianchizongchannengguimodadao600 gwh。

jinnianbannianbaoxianshi，gongsichanpinyichukoudaotaiguo、yinni、yuenan、yindu、xinjiapo、meiguo、jianada、oumengdengquanqiuduogeguojiahediqu。qizhongzaibentuhuashengchanheyanfafangmian，muqiandeguo、yinni、taiguo、meiguoguigusige pack gongchangchanpinyixiaxian。

jidijiansheshang，chulezheicigongbudemoluogehesiluofake，gongsizaimeiguozhijiage、mixiegen、agenting、yuenandengshengchanjidiyezhengzaituijinzhong，fugaicailiao、dianxin、packdehaiwaishidajidibujuchubuxingcheng。

congshourulaikan，2024nianshangbannian，gongsihaiwaidiqu（hangangaotai）yingshouwei55.27yiyuan，tongbidazengbacheng，zhanzongyingshoudebizhongcongquniande2chengyuezengzhishangbanniande3chengduo。

muqian，guoneilidianchanyelianzhengzaijiasuchuhai。jinnian3yuefen，duofuduoxuanbuniyuhanguoqiyehezizaihanguojiansheliufulinsuanlichanneng；6yue，enjiegufengonggaojiangzaixiongyalizaijianxinyiqigongchang。

7yue，jixiongyali、moluogedenghaiwaitouzijihuazhihou，xinwangdanizaiyuenanjiansheshougexiaofeidianchichang；yiweilinengnitouzi30yidaomalaixiyajianshechunengdianchijixiaofeileidianchizhizaoxiangmu。

8yue，ganfengliyegonggaonizaituerqijianshedianchichang。

12yue10ri，ningdeshidaiyustellantistongbupilu，jianggongtongchuzichenglihezigongsizaixibanyaxinjianhezidianchigongchang。

stellantisshiquanqiudisidaqichejituan，youpsajituanhefeiyatekelaisilejituanyi50:50degubihebingerlai，zongbuweiyuhelan。

ningdeshidaiyustellantiszaihezigongsizhonggezichigu50%。hezidianchigongchangyujizongtouzi40.38yiouyuan(yuehe308yiyuanrenminbi)，donglidianchinianchannengwei50 gwh，suoshengchandelinsuantielidianchijianggongyingjistellantis。

juxi，xibanyagongchangjiangchengweiningdeshidaizaiouzhoubujudedisanzuodianchishengchanjidi，lingwailiangzuoweiyudeguohexiongyali。

raner，zaidiyuanzhengzhifengxian、maoyibileidengduozhongyinsuxia，fuhaiwaijianchangyemianlinzhezhongzhongtiaozhan。

guoxuangaokezaibannianbaozhongzhichu，guoneiwaiqiyedianchichannengkuaisukuozhang，quanqiuhuabeijingxia，donglidianchiqiyemianlinguoneishichangheguojishichangdeshuangzhongyali。

ciwai，haiwaizhengcehuanjingdebuquedingxing，yehuiduizhongguodianchiqiyedechukouchanshengyingxiang。

李缜紧握公司实控权

12yue12ri，guoxuangaokehaipilucheng，gongsikonggugudongguoxuankonggu、lizhenjilichenyuzhanlvegudongdazhongzhongguoyu2024nian12yue11riqianshule《buchongxieyi》，yanzhangledazhongzhongguofangqibiaojuequandechengnuoqixian。

genjuxinxieyi，dazhongzhongguotongyizaixiangguangufendengjizhiqimingxiahoude72geyueneihuodazhongzhongguozixingjuedingdegengzhangqijiannei，fangqiqichiyoudebufenbiaojuequan，yiquebaoqibiaojuequanbilidiyuchuangshigudongfangzhishao5%。

gonggaoxianshi，cicixieyidexiudingjiangbuhuidaozhigongsikongzhiquandebiangeng，lizhenrengweigongsideshijikongzhiren。buchongxieyideqianshubuhuiduigongsideshengchanjingyingchanshengshizhixingyingxiang。

guoxuangaokeyudazhongzhongguoqianshoushiyu2020nian5yue。dangshi，guoxuangaokepilu，gongsiniyinruzhanlvetouzizhedazhongzhongguo，bingfenliangbushishi，jidazhongzhongguoshourangguquan、canyudingzeng。

2021nian12yue，gaijiaoyishunliwancheng，dazhongzhongguohejihaozi87yichiyouguoxuangaoke4.41yigu，chaoguolizhenjiqiyizhixingdongrendechiguchengweigongsidiyidagudong。buguo，youyucunzaidazhongzhongguofangqiqichiyoudebufengongsigufenbiaojuequandeanpai，gongsishijikongzhirenrengranweilizhen。

anzhaoyuanlaideanpai，dao2024niandidazhongzhongguojiangzhangwobiaojuequan，dansuizhebencibuchongxieyideqianding，lizhenrengjianglaolaobawogongsideshikongquan。

gongkaiziliaoxianshi，lizhenchushengyu1964nian，1984nian7yuecanjiagongzuo，cengzaihefeishizhengfujingjiyanjiuzhongxingongzuoshunian。

1992nian，lizhenzuowei“xiahaiganbu”kaishicongshang，qiantouchuanglihefeishijingjijishufazhanzhongxin，2002niangengmingguoxuangongsi，congfangdichanyewuzhuandaodiyitongjin。

tianyanchaappxianshi，guoxuankonggujituanyouxiangongsideqianshenhefeiguoxuanzhiyeyouxiangongsichengliyu2002nian。guanwangxianshi，muqianguoxuankongguqixiayongyoufangdichan、yingshiwenhuachanye。

guoxuangaokechuangliyu2006nian，shiguoneizuizaojinjunxinnengyuanqichedonglidianchilingyudeqiyezhiyi。2015nian5yue，guoxuangaokejieqiaodongyuandianqidenglushenjiaosuo，chengwei“donglidianchidiyigu”。

jumeitibaodao，2016hurunquanqiufuhaobangzhong，lizhenyi19yimeiyuandecaifuchengweianhuishoufu。buguojinnianlailizhendecaifupaimingyousuoxiahua，2024hurunbaifubangzhong，lizhen、lichenfuzicaifuwei55yiyuan，weiliebangdandi940wei。

资产负债率达到74.31%

2024nianzhongbaoxianshi，guoxuangaokezhuyaoyewufenweidonglidianchixitong、chunengdianchixitongheshupeidianshebei，gongsihaibujulekuangchanziyuan、qianquti、zhengji、fuji、tongbo、gemodengshangyouyuancailiaojidianxin、dianchibaoyijidianchihuishouliyongdenghuanjie。

历史上，国轩高科借助自身的磷酸铁锂电池先发优势，于2012年一度坐上了动力电池产值榜首之位，成为彼时的中国动力电池龙头。

danlinsuantielidianchidezuidaquexianshinengliangmidubugougao，2016niandonglidianchibutiezhengcejiangnengliangmiduzuoweicankaozhibiao，nengliangmidugaoyulinsuantielidianchidesanyuanlidianchizhuangjiliangyiyueershang。

zheidaozhidejieguoshi，zhongjinyazhusanyuanlidiandianchideningdeshidaihengkongchushi，erzailinsuantielibujuduoniandeguoxuangaokewulizuowen“yige”zhiwei，gongsikoufeijingliruncong2017niankaishixiahua，bingzai2019nianzhi2022nianxianrulekuisun。

muqianlaikan，zaijinglileqianjiniankoufeijinglirunlianxudekuisunhou，2023nianguoxuangaokejiaochuleyifenliangyandechengjidan。

tonghuashunifindshujuxianshi，2023niangongsishixianyingyeshouru316.05yiyuan，tongbizengzhang37.11%；shixianguimujinglirun9.39yiyuan，tongbizengzhang201.28%；shixiankoufeiguimujinglirun1.16yiyuan，tongbizengzhang122.56%。

guoxuangaokezainianbaozhongjieshicheng，gongsiquannianchanpinjiaofutupo 40gwh，tongbizengzhangchaoguo 40%。zaidianchijiagechixuxiajiangdexingshixia，hanshuixiaoshoushourutongbizengzhang 50%yishang，haiwaiyewujichunengyewuyingshoushixianfanfan。

2024nianqiansanjidu，guoxuangaokeshixianyingyeshouru251.75yiyuan，tongbizengzhang15.60%；guimujinglirun4.12yiyuan，tongbizengzhang41.11%。buguozaidisanjidu，gongsikoufeiguimujinglirunjin811wanyuan，tongbixiajiang47.3%。

haitongguojizhengquanyanbaorenwei，gongsisanjidukoufeiguimujinglichengya，zhuyaoshouhuiduisunshiyingxiang，gaijiducaiwufeiyong3.89yi，erquniansanjiduhejinnianerjiducaiwufeiyongjin2.02he1.46yi。

danxuyaozhuyideshi，gaoqidecaiwufeiyongbeihou，guoxuangaokedezichanfuzhailvyezaikuaisupansheng。tonghuashunifindshujuxianshi，gongsidefuzhailvzaiquniantupo70%，zhijinniansanjidumojinyibudadaole74.31%，weijieqiaoshangshiyilaidexingao。

ciwai，jiezhi2024niansanjidumo，gongsifuzhaizongeda766.83yiyuan，qizhongduanqijiekuanwei177.4yiyuan、zhangqijiekuanwei201.42yiyuan、yingfuzhaiquanwei2.48yiyuan、yinianneidaoqidefeiliudongfuzhaiwei63yiyuan。

caibaoxianshi，jiezhi2024nian9yuemo，gongsihuobizijinwei142.2yiyuan；qiansanjidugongsijingyinghuodongchanshengdexianjinliuliangjingejin2.44yiyuan，ertongqitouzihuodongchanshengdexianjinliuliangjingewei-37.89yiyuan。

11yue22ri，gongsizaihudongpingtaishanghuifuxiangguanwentishicheng，jinnianlaiweimanzuhaiwairiyizengzhangdeshichangxuqiu，xuyaojiadatouru，baokuochannengjianshe、jishuyanfa、guojihuarencaiyinjindengfangmian。zheizhongkuozhangwangwangbansuizhezhaiwuxingrongzidezengjia，congertigaolezichanfuzhailv。gongsijingyingcengduizichanfuzhailvdebianhuagaoduzhongshi，bingzhidinglexiangguanjihuayizengqiangcaiwuwendingxingheshichangjingzhengli。