China Power Battery Leading Enterprise Ningde Times New Energy Technology Co., Ltd. (hereinafter referred to as "Ningde Times") released the third quarter report on Friday (October 21).During the reporting period, Ningde Times realized operating income of 97.37 billion yuan (RMB, the same below, about S $ 19.02 billion), an increase of 232.5%year -on -year, and the net profit attributable to shareholders of listed companies was 9.42 billion yuan, an increase of 188.42%year -on -year.The income per share was 3.88 yuan, an increase of 175.12%year -on -year.
According to the surging news report, it can be seen that the net profit attributable to shareholders of listed companies in the third quarter of the Ningde era has exceeded 8.17 billion yuan in the first half of this year.In the first three quarters, the net profit attributable to shareholders of listed companies reached 17.59 billion yuan, exceeding 15.93 billion yuan last year.The operating income in the first three quarters reached 21,034 billion yuan, exceeding 130.36 billion yuan last year.
In terms of gross profit margin that has attracted much attention, the comprehensive gross profit margin in the first three quarters of Ningde Times was 19.3%, which continued to increase from 18.7%in the first half of the year, but it was still less than 22%in 2021.
From January to September this year, the Ningde Times realized R & D investment of 10.6 billion yuan, an increase of 130.18%year -on -year.On October 21, the company said on the investor interactive platform that the Ningde era has formed a product system, including high -energy density ternary high -nickel batteries, and high -cost -effective iron phosphate batteries, which is currently being fully promoted to comprehensively promote sodium.Ion, M3P, condensation state, cobalt -free battery, full solid state, rare metal battery and other battery technology layout.
In the first three quarters, the Ningde Times continued to take the throne of the global power battery installation vehicle.According to data from international information agencies SNE Research, from January to August this year, the total number of global electric vehicle battery vehicles reached 287.6 GWh, an increase of 78.7%year -on -year.The cumulative vehicle volume of Ningde Times reached 102.2 GWh, which had exceeded 96.7GWh in 2021, and the global market share from January to August was 35.5%. Among them, the global market share in August was 39.3%, an increase of 6.7 percentage points from the beginning of the year.Single monthly history.
In terms of energy storage, the company has harvested a large list of energy storage in the United States.In Ningde Times, Flexgen, a US energy storage technology platform and solution supplier, reached a cooperation agreement to supply 10GWH energy storage products for the latter within three years.Agreement with the U.S. public cause and distributed photovoltaic+energy storage development operator Primergy Solar LLC reached an agreement to supply the Gemini photovoltaic+energy storage project exclusively for batteries. After the project is completed, it will become one of the largest photovoltaic energy storage projects in the United States.
In addition, in the third quarter, the pace of expanding production and capital increase in Ningde Times did not stop.On September 28, the company announced that it plans to invest in the construction of the Luoyang New Energy Battery Production Base Project in Luoyang City, Henan Province. The total investment of the project will not exceed RMB 14 billion.On the same day, the company announced that in order to ensure the company's future production and operation and business development capital demand, the company plans to register and issue medium -term bills with no more than 10 billion yuan in people in the national interbank bond market.
In terms of enhancing the cooperation of upstream and downstream industrial chain, on September 30, Luoyang Guohong Investment Holding Group Co., Ltd. intends to use the 100%equity of Luoyang Mining Group Co., Ltd.The company's Sichuan Times New Energy Technology Co., Ltd. made capital increase.After the transaction is completed, the Sichuan Times will indirectly holds Luoyang Luanchuan Luanchuan Molybdenum Industry Group Co., Ltd.'s 24.68%of the shares of Luoyang, becoming the second largest shareholder of Luoyang molybdenum industry.
October, after the Ningde Base, the Sichuan era base in Ningde Times became the second production base for the lighthouse factories.The Global Lighthouse Factory Network is selected by the World Economic Forum and McKinsey Company. The members are good at adopting and integrating the fourth industrial revolution technology such as artificial intelligence, 3D printing and big data analysis.At present, there are only two lighthouse factories in the global lithium battery industry, all from Ningde era.
In terms of comprehensive gross profit margin, the gross profit margin of 19.3%in the first three quarters of the company increased slightly compared with 18.7%in the first half of the year. Under the current situation of lithium battery raw materials, which is currently in lithium carbonate, it is reallyNot easy.On October 21, the data of Shanghai Nonferrous Network showed that the average price of domestic battery -level lithium carbonate has soared to 538,000 yuan per ton, an increase of 3,000 yuan from the previous day.The average price of lithium hydroxide battery -grade microfiform type was 538,500 yuan per ton, an increase of 3,000 yuan over the day before.
According to industry analysts, the fourth quarter was the peak period for power batteries.In addition to the promotion of new energy vehicles, the demand for batteries is also increasing.By the end of this year, lithium prices will still show an upward trend when the market supply and demand is tight.
Earlier, the partner of Wanchuang Investment Bank Duan Zhiqiang told the media that the price of lithium lithium carbonate increased by 100,000 yuan/ton, and the gross profit margin of power battery manufacturers would decrease by about 7%-8%.When the price of lithium carbonate exceeds 530,000 yuan/ton, it will approach the profit and loss point of the power battery manufacturer.
In this regard, on October 21st, the Ningde Times stated on the investor platform that "the company has created a competitive supply network.The implementation of the lithium carbonate base and the advancement of key overseas resources projects will be developed for the company to develop on the resource end. "
In addition, it is worth noting that the report released this time shows that the company's former vice chairman of the company isAfter resigning the company's original position on August 1, 2022, Huang Shilin still holds 10.61%of the Ningde Times, which is the second largest shareholder.Its 2589,00728 shares held will be lifted after February 1, 2023.
