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锂电公司上半年业绩冰火两重天 船舶电动化大幕徐徐拉开 | 锂电月度观察

tansuanliqihuoguapaishangshi,nalizidianchichanyehuacong0dao1。

图片来源:界面图库

界面新闻记者 | 庄键

agushangshigongsibannianyeji7yueluxupilu,lidianshangxiayouqiyeyinglinenglichengxianfenhua。tansuanliqihuozaibenyueshangshi,youwangweichanyeliangongsitigongguibishichangbodongdezhongyaogongju。

nalizidianchichanyehuazhubutuijin,toubuqiyezhongkehainayupan2026nianjiangburuchanyehuachengshujieduan。chudiandongqichelingyuwai,ningdeshidai(300750.sz)、biyadi(002594.sz)denglidianjutoukaishiqieruchuanbodiandonghuadexinsaidao。

锂电公司上半年业绩冰火两重天

suizhetansuanlijiagedafubodong,lidianchixingyeshangxiayouyejishangbannianfenhuamingxian。

宁德时代aoshichanyelian,shangbannianyingyeshouru1892yiyuan,tongbizengjia67.52%;jinglirun207yiyuan,tongbizengjia153.64%。gaigongsimuqianyewuyeshejidianchicailiaojikuangchan,dandonglidianchihechunengdianchibankuairengshihexin,gongxianlegongsijinjiuchengdeshouru。

shouyiyugaoqidelijia,qunianshangbanniantianqiliye(002466.sz)yi103yiyuanjingliliyaningdeshidai,chengweiquanxingyezuizhuanqiandegongsi,jiaoningdeshidaigaochuyue21yiyuan。tianqiliyezanweigongbujinnianshangbannianyejiyugao,danzailijiazoudidebeijingxia,qiyinglishuipingdagailvnanyizaiduchaoyueningdeshidai。

从目前已公布业绩的锂企看,业绩均出现下降盛新锂能(002240.SZ)预计上半年净利润6亿-7亿元,同比下降76.81%-80.13%;西藏矿业(000762.SZ)预计上半年扣非归母净利润为600万-900万元,同比下降98.09%-98.72%。

jinnianshangbannian,jiangtedianji(002176.sz)、defangnami(300769.sz)dengchanyelianzhongyouqiyeyichuxiankuisun。qizhong,jiangtedianjishangbanniankuisun4000wan-6000wanyuan,quniantongqijinglirunchao13yiyuan。zaitansuanlijiagechixuxiadiedebeijingxia,qixiaohuaqianqijiaogaojiagewaigoudeliziyuan,daozhiliyanyewukuisun。liyanzhihanyouliyuansudeyanlei,zhuyaozhitansuanli。

未经正式授权严禁转载本文,侵权必究。

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锂电公司上半年业绩冰火两重天 船舶电动化大幕徐徐拉开 | 锂电月度观察

tansuanliqihuoguapaishangshi,nalizidianchichanyehuacong0dao1。

图片来源:界面图库

界面新闻记者 | 庄键

agushangshigongsibannianyeji7yueluxupilu,lidianshangxiayouqiyeyinglinenglichengxianfenhua。tansuanliqihuozaibenyueshangshi,youwangweichanyeliangongsitigongguibishichangbodongdezhongyaogongju。

nalizidianchichanyehuazhubutuijin,toubuqiyezhongkehainayupan2026nianjiangburuchanyehuachengshujieduan。chudiandongqichelingyuwai,ningdeshidai(300750.sz)、biyadi(002594.sz)denglidianjutoukaishiqieruchuanbodiandonghuadexinsaidao。

锂电公司上半年业绩冰火两重天

suizhetansuanlijiagedafubodong,lidianchixingyeshangxiayouyejishangbannianfenhuamingxian。

宁德时代aoshichanyelian,shangbannianyingyeshouru1892yiyuan,tongbizengjia67.52%;jinglirun207yiyuan,tongbizengjia153.64%。gaigongsimuqianyewuyeshejidianchicailiaojikuangchan,dandonglidianchihechunengdianchibankuairengshihexin,gongxianlegongsijinjiuchengdeshouru。

shouyiyugaoqidelijia,qunianshangbanniantianqiliye(002466.sz)yi103yiyuanjingliliyaningdeshidai,chengweiquanxingyezuizhuanqiandegongsi,jiaoningdeshidaigaochuyue21yiyuan。tianqiliyezanweigongbujinnianshangbannianyejiyugao,danzailijiazoudidebeijingxia,qiyinglishuipingdagailvnanyizaiduchaoyueningdeshidai。

从目前已公布业绩的锂企看,业绩均出现下降盛新锂能(002240.SZ)预计上半年净利润6亿-7亿元,同比下降76.81%-80.13%;西藏矿业(000762.SZ)预计上半年扣非归母净利润为600万-900万元,同比下降98.09%-98.72%。

jinnianshangbannian,jiangtedianji(002176.sz)、defangnami(300769.sz)dengchanyelianzhongyouqiyeyichuxiankuisun。qizhong,jiangtedianjishangbanniankuisun4000wan-6000wanyuan,quniantongqijinglirunchao13yiyuan。zaitansuanlijiagechixuxiadiedebeijingxia,qixiaohuaqianqijiaogaojiagewaigoudeliziyuan,daozhiliyanyewukuisun。liyanzhihanyouliyuansudeyanlei,zhuyaozhitansuanli。

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锂电产业链观察

未经正式授权严禁转载本文,侵权必究。