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宁德时代第一季度利润飙升49%,超出预期;董事会批准成立新子公司

-- 根据周三提交给香港交易所的文件,宁德时代(上海证券交易所代码:300750,香港证券交易所代码:3750)第一季度归属于股东的净利润同比增长49%,达到207.4亿元人民币,而去年同期为139.6亿元人民币。 路透社周三报道称,这一增速高于伦敦证券交易所集团(LSEG)汇总的三位分析师调查中预估的21%的增幅。 这家全球最大的电池制造商的每股收益同比增长44%,从3.18元人民币增至4.58元人民币。 路透社周三报道称,尽管中国电动汽车需求放缓,但这一增长凸显了该公司的市场主导地位。 然而,《华尔街日报》同日援引汇丰银行(香港证券交易所代码:0005)分析师的观点报道称,伊朗战争可能会提振其他地区对电动汽车的需求。 营业收入较上年同期增长52%,达到1291.3亿元人民币,而上年同期为847亿元人民币。 路透社报道称,分析师此前预期收入将增长36%。 根据周三提交给深圳证券交易所的另一份披露文件,宁德时代董事会还批准成立一家新的能源矿产资源子公司,注册资本为300亿元人民币。 这家计划成立的子公司名为时代资源集团(厦门),将从事矿产资源勘探、金属加工和化工产品销售。 宁德时代在披露文件中表示,该子公司将作为这家电池巨头在新能源矿产领域的投资和运营平台。 《华尔街日报》援引汇丰银行的报道称,由于宁德时代不断扩大其在储能系统领域的布局,该公司有望成为把握下一阶段储能增长机遇的佼佼者之一。 据彭博社4月7日援引知情人士报道,宁德时代此前已聘请紫金矿业集团(港交所代码:2899,沪市代码:601899)创始人兼前董事长陈敬和担任其矿业业务顾问。 与此同时,彭博社周三另行报道称,宁德时代也在寻求从美国五角大楼的黑名单(即与中国军方有关联的公司名单)中移除,以提升其在美国的市场前景。

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