飛拍：CATL profit exceeds 30 billion in first 3 quarters, but growt

 

寧德時代上海廠的飛拍：

Oct 22, 2023

As the king of the new energy battery industry CATL, can not escape the capital market predicament. According to the third quarterly report released by ningde times: 2023 the first three quarters of the company's revenue and net profit of 294.677 billion yuan and 31.145 billion yuan, respectively, an increase of 40.1% year-on-year, 77.05%, although still maintaining the growth trend, but this is the lowest growth rate of the same period of its nearly three years.

From the quarterly trend changes, the third quarter of ningde era operating income growth rate of only 8.28%, which has been its fourth consecutive quarterly growth rate decline, while hitting the lowest growth rate since the last 12 quarters.

But also according to the battery alliance data, in September this year, the market share slipped, ningde times loaded for 14.35Gwh, compared with the same period last year slipped 5%, the market share of 39.41%, following last year's March once again fell below 40% - market share hit a new low of 17 months, is the only regression in the top five battery makers in China within the enterprise. The pattern changed significantly in September, with the other four battery makers, BYD (SZ: 002594), CIIC (HK: 03931), YWL (SZ: 300014), and Guoxuan Gaoke (SZ: 002704), all posting growth of varying degrees.

Industry analysts say that Ningde Times is facing great threats and challenges to its position in the power battery market.

For the fourth quarter and next year's development, CATL is quite optimistic, in the disclosure of the third-quarter financial results held after the investor exchange activities, CATL said, "there will still be a relatively healthy growth."