炸裂的不能更炸裂了，妥妥的印钞机，这个绝对龙头又杀疯了！

价值事务所03-29

新能源必定是未来10年、20年甚至50年的投资热点，《新能源正前方》便是专注于新能源垂直领域深度分析的账号。除了新能源汽车，也覆盖光伏、风电、水电等多个细分子行业，是《价值事务所》的完美补充。强烈推荐大家关注一下👇👇炸裂，炸裂的不能更炸裂，看完宁德时代的年报只有感叹，还是感叹怪不得市场喜欢追逐科技，因为很多科技龙头的成长性真的是太强太强了。 01大象跳舞优雅的恐怖2025年，公司实现营收约...

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A proper money printing machine, this absolute dragon leader has gone crazy again!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.98,"EVS.SI":0.6,"03750":1.98},"content_text":"新能源必定是未来10年、20年甚至50年的投资热点，《新能源正前方》便是专注于新能源垂直领域深度分析的账号。除了新能源汽车，也覆盖光伏、风电、水电等多个细分子行业，是《价值事务所》的完美补充。强烈推荐大家关注一下👇👇炸裂，炸裂的不能更炸裂，看完宁德时代的年报只有感叹，还是感叹怪不得市场喜欢追逐科技，因为很多科技龙头的成长性真的是太强太强了。 01大象跳舞 优雅的恐怖2025年，公司实现营收约4237亿元，同比增长17.04%；归属于上市公司股东的净利润约722亿元，同比增长42.28% ！可别忘了，宁德时代已经是一个营收几千亿、净利润超过500亿的巨无霸级别的公司了，但在这样的高基数之下，公司依然可以快速增长，尤其是净利润，这哪里像一个净利润几百亿公司的增速，什么叫大象会跳舞，这就是呀！拆开来看更恐怖，Q4 营收达到1406亿，同比增速达到37%，净利润231.67亿，同比增速更是达到57.13% ，均大幅度超出市场的预期，完全就是印钞机的存在！如此逆天的超预期业绩，核心原因主要是出货量的超预期，Q4 锂电池总体出货量达到226GWh，同比增速高达56%，全面超出市场的预期。拆开来看，动力电池Q4出货达到192Gwh, 环比增速达到48% ！如果对去年的新能源汽车行业有概念，就很清楚宁德时代这个动力电池出货量有多逆天，要知道去年Q4国内新能源汽车销量的环比增速已经下滑到了10%~15%左右，宁德时代的电池出货量却大超整个大盘子，具体原因下面再展开。比较出乎意料的是储能Q4的出货量仅有34Gwh, 环比几乎没有增长，这是比较奇怪的，毕竟去年Q4储能市场依然火热，根据不同口径的统计数据看，环比增速在15%~20%左右，作为储能全球龙头，宁德时代没道理跑输整个大盘。更可能的原因还是产能不足，目前规划超过100GWh的山东济宁基地的新增产能还没有释放，最快也要今年一季度，而它主要就是用来缓解储能产能压力的。这一点也可以从产能利用率可以得到验证，25年全年产能利用率达到96.9%，如果只看下半年，更是全面进入满产状态，达到102.6%！2024年产能利用率仅有7成的数据仿佛就在昨日，一下子就切换成满产状态，颇有一种恍若隔世的感觉。此外还有很多已经发出但还没有确认收货的订单，截至年底，存货中发出商品就高达400多亿，相比年初的240多亿大幅度增加，这也是储能不及预期的重要原因，但同时又构成了今年业绩的重要保障。毛利率端继续改善，全年26.27%，同比24年提升了近1个百分点，Q4 更是达到了28.2%，环比提升了2.4个百分点，而且是动力电池和储能电池的毛利率都在改善。关键这还是在Q4 碳酸锂价格从Q3的7、8万/吨上行到Q4 8~10万/吨，而宁德时代的电池单价环比基本持平的情况下实现的，宁德时代的规模优势和管理上面的优势体现的淋漓尽致。至于为什么在Q4上游原材料明显涨价的情况下电池单价却环比持平，大概率跟铁锂的占比提升有关，加上动力电池厂商跟下游客户的价格联动存在一定的传导周期，Q4很多订单是之前的存量订单交付，导致最终单价并没有体现出上游原材料的上涨情况。 02宁王的预期差所在大致就是这么一个情况，总的来说，2025年宁德时代的财报绝对属于大超预期的范畴，不愧宁王的称号！此前新能源正前方追踪宁德时代时一直强调它存在很大的预期差，是国内唯一还有阿尔法收益的动力电池厂商，这个判断逻辑再一次在2025年年报上得到了验证。此前很多人担心新能源汽车渗透率越来越高，如果国外新能源汽车整体渗透率起不来的话，那么宁德时代的成长性会面临天花板，这也是Q3后宁德时代二级市场表现就比较挣扎的原因。但这一次年报出来，我们看到了虽然国内渗透率确实面临放缓压力，但大容量电池的渗透率提升，加上公司自身市场占有率的提升，不仅很好地对冲了整个大盘子的下滑，反而还大大跑赢了整个大盘子。甚至就宁德时代的这个净利润，说它收割了整个新能源汽车市场也不为过，迪子看了只想哭，“为什么我要苦哈哈造车，单卖电池不香吗？”现在宁德时代市值超过1.7亿，营收超过4000亿，很容易让人担心它未来的成长性，关于这个问题之前新能源正前方也已经解答过了——理论上，所有驱动系统都可以电气化，或者更激进一点说\"万物皆可电气化\"。宁德时代官方的说法是：全域增量。 03全域增量时代在管理层讨论中，有着更详细的解释：“这一年，我们的收入结构与增长质量持续优化，动力、储能电池出货量继续领跑全球，锂电池销量同比增长近4成至661GWh，“全域增量”业务引擎初具规模。这一年，我们的产品和服务走向更广阔的场景——在云端、在矿山、在江河湖海、在戈壁沙漠、在零碳园区、在算力中心，宁德时代正在为中国及全球的发展持续注入澎湃动能。面向未来，相较于复制既有成功经验，宁德时代更致力于拓展新能源的边界，推动产业从“局部突破”走向“全域增量”。从基本功到创新突破，从产品到服务，再到生态构建，我们在电动化的应用上持续拓展边界，产品已从乘用车延伸至商用车、电动船舶、电动航空等领域：在新能源重卡领域，“天行”电池已成为主流选择；在电动船舶领域，搭载宁德时代电池的船舶近 900 艘，纯电船舶将在不久的将来驶向远洋；在低空出行领域，公司旗下成员企业峰飞航2吨级 eVTOL 已完成多次复杂环境飞行验证，全球最大的5吨级eVOTL已完成首次公开飞行。我们持续推动电池从“产品”向“服务”演进，通过车电分离与换电模式提升终端用户体验，与中石化等伙伴一道，在乘用车便捷补能与商用车干线物流两大场景建设高效、便捷、经济的补能网络。截至2025年底累计建成换电站达1,325座，其中巧克力换电突破1,000座，骐骥换电突破300座，并与广汽、长安、一汽、上汽、奇瑞、一汽解放、陕重汽等多家企业联合推出换电车型。纵观人类文明的发展历程，科技革命始终伴随着能源革命，而能源利用效率，是文明跃迁的关键变量。在下一代以可再生能源为主体的新型能源系统中，电池不再只是交通工具或储能设备的组成部分，而将成为支撑能源系统缓冲、稳定与调度的基础单元。新能源也不再是周期性的投资品，而是长期、系统性的基础设施。 ”想明白了这一点，对宁德时代的未来就有底了。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2623510973","isCrawlerRequest":true}