中创新航午前涨超7% 动力与储能业务双轮驱动盈利向上

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  中创新航(03931)午前涨超7%,截至发稿,股价上涨7.32%,现报18.63港元,成交额1.40亿港元。

  今年上半年,中创新航实现营业收入270.84亿元,同比增长65%;归母净利润9.35亿元,同比大幅增长100.7%。分业务看,动力电池业务收入为165.06亿元,同比增长54.8%;储能及其他业务收入同比大增83.8%,增速远超动力电池业务,收入占比已接近四成。

  此外,近期多家头部车企打破此前过去数年“高端新能源车标配宁德时代电池”的行业惯例,纷纷宣布与二线电池厂合作的话题引发热议。据悉,中创新航上半年全球动力市场市占率约为5.1%,在乘用车市场上大客户配套持续推进,小鹏、丰田项目稳步交付,小米项目开启量产配套。

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