The trillions of "Ning Wang" earned 8.1 billion in the first half of the year, and behind the domestic power battery field was chasing troops "tiger"

The Ningde Times, with a total market value of 1.3 trillion yuan, released in the evening. In the first half of 2022, the company's revenue was 112.97 billion yuan, an increase of 156.32%year -on -year, and net profit was 8.17 billion yuan, an increase of 82.17%year -on -year. The company's board of directors reviewed a dividend plan of 1.59 billion yuan in cash.

Q1 net profit was 1.493 billion yuan. Based on this calculation, Q2 net profit was 6.677 billion yuan, an increase of 347%month -on -month.

As of the close of the 23rd, a total of 36 institutions had predicted the performance of the Ningde era within 6 months, of which the average estimated estimation of the net profit of the home was 25.711 billion yuan.

Talking about the reasons for its performance, Ningde Times said that it has overcome challenges such as tight raw material supply, and continued to play competitive advantages such as technology research and development, extreme manufacturing, and deep layout of the industrial chain to achieve rapid business development.

Some analysts said in an interview with a reporter from the Financial News Agency that the semi -annual report performance of the Ningde era can be divided into two parts, one is the power battery and the other is energy storage. Among them, power batteries have been in a stable profitable situation through price transmission, and have entered a stable stage of large -scale shipments. In fact, the profit storage business in the first half of this year was lower than expected, and the gross profit margin decreased by nearly 30 percentage points year -on -year. There are two factors in this. One is that the Ningde era is mainly facing large energy storage. Customers are more sensitive to the unit price and are relatively difficult to transmit price. Second, energy storage is still in the outbreak of 0 to 1. It may be that the current stage of stealing market share is more important than profit.

The global power battery installed in 21 years is about 300GWh, energy storage is about 33GWH, and Tianfeng Securities is expected to reach 1439 and 440GWh in 25 years, respectively. From the perspective of market space, analysts are expected to have a 21 -year power battery of 264.7 billion yuan, reaching 1 trillion yuan in 25 years, 40%compound growth rate, 52.8 billion energy storage in 21 years, 357.5 billion in 25 years, and a compound growth rate of 61%.

According to SNE Research, the use of power batteries in Ningde Times ranked first in the world for 5 consecutive years. In the first half of 2022, the global market share reached 34.8%, an increase of 6.2%over the same period last year. The main business is to focus on the development, production and sales of new energy vehicle power battery systems and energy storage systems, and is committed to providing first -class solutions for new energy applications worldwide. The main products include power battery systems, energy storage systems, and lithium battery materials.

Guo Sheng Securities Zheng Zhenxiang said in a research report released on August 17 that the domestic ternary power battery field is the lead in Ningde; the field of lithium iron phosphate power batteries, Ningde and BYD's domestic doubles. From January to June 2022, Ningde's three-yuan battery vehicle volume was 22.89GWh, accounting for about 50%, far ahead of the second place in China innovation. Ningde's lithium iron phosphate battery volume was 29.61GWh, accounting for 46%, and the gap between the second BYD was small, but far ahead of other domestic manufacturers.

Ningde is deeply bound to upstream and downstream, layout four materials, and cooperates with downstream cooperation to build production capacity. Analysts said that Ningde deployed the upstream industrial chain through joint ventures, purchase, self -construction and other methods to enhance the self -supply of materials and help reduce costs and ensure supply. The layout of Ningde Times from the upstream resources to the layout of the positive electrode materials has been realized through equity. It has three yuan material, lithium iron phosphate, negative electrode, lithium resources, etc.

CITIC Construction Investment pointed out yesterday that in August of the Ningde Times, the Hungarian factory planning was the second European factory after the German factory, and the completion will become the largest battery plant in Europe. The company's wholly -owned/joint venture, domestic/overseas dual -line layout, according to the company's current announcement projects, it is expected to have total capacity of 462, 839GWh in 2022 and 20125, 39%CAGR in 4 years, and 403 and 772GWh. The overlay will continue to announce the expansion of new production projects in the next three years. It is expected that the company's production capacity is expected to reach 1000GWh in 2025, becoming the world's first TWH -level battery plant.

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