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宁德时代谈疫情影响:年内产能预计可满足客户需求

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2022-05-05 11:40:05 转载来源: 网络整理/侵权必删

IT之家 5 月 5 日消息,宁德时代昨日披露了投资者关系活动记录。在电话会议上,针对“今年一季度净利润相比去年四季度净利润下降较多”一事,宁德时代表示,碳酸锂等原材料价格上涨的幅度超过预期,客户端价格传导相对谨慎,叠加一季度销量因季节性因素环比下降,可解释主要环比归母净利润变动原因

IT之家 5 月 5 日消息,宁德时代昨日披露了投资者关系活动记录。在电话会议上,针对“今年一季度净利润相比去年四季度净利润下降较多”一事,宁德时代表示,碳酸锂等原材料价格上涨的幅度超过预期客户端价格传导相对谨慎,叠加一季度销量因季节性因素环比下降,可解释主要环比归母净利润变动原因。


IT之家了解到,宁德时代指出,2022 年一季度末库存商品和发出商品账面余额占存货账面余额 6 成左右,与上年末相比,库存商品占比略低一点,原材料占比略高一些。

谈及疫情影响时,宁德时代称一部分是公司总部和主要生产基地所在的宁德地区近期发生疫情,在政府快速反应和行动下已于五一节前基本解封,对公司经营影响较小;第二是上海等地疫情致整车厂减产,终端消费可能有点影响,随着目前已在逐渐复工复产,整体影响也不大。公司年内产能预计可以满足客户需求

二季度毛利率恢复情况方面,宁德时代表示,3、4 月份碳酸锂等原材料价格比较高,对二季度成本有影响,但客户协商调价的进展比较顺利,毛利率会逐步合理修复的

标签: 宁德 时代 疫情 影响 年内 产能 预计 可满足 客户


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