宁德时代电话会:产能处于满负荷状态、涨价不是核心驱动力、数据中心带来的储能需求量可观

华尔街见闻
Oct 21

昨日,宁德时代发布三季度财报,公司Q3营收同比增长12.9%,净利润增41.21%至185亿元,利润增速显著超越营收增速。在随后的业绩电话会上,宁德时代进一步介绍了产能细节和未来业务展望,目前公司产能利用率不断提升,产能处于满负荷状态,涨价不是核心驱动力。今年储能增速不错,明年增长势头预计延续,因商业模式已形成且具备经济性拐点,能实现盈利。以下是电话会要点:目前产能利用率不断提升,产能处于满负荷...

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