阅读: 8 发表于 2024-07-24 23:07
֤СϷʱ h/ ͡ ӳε/
һͬ𣬷ҡֱϾ2000굽2010꣬˵ǹڵҵٷչ10꣬ƾɶ磬ͨ˾¼ơͨšץס˵гĻƽʱڣ˲ҵ֡
2017꣬ڹԴ(600617)ҵٷչڣʱӵҵ顢ݲϡͨųԴͬ6չ˹²ϿƼɷ˾¼ơ˹ƶ豸ܵԼ
վڵǰʱ㣬ڳе˹ԣսУ˹ͬвʵֶྦྷƷƷҴʵֳƷIJ֣ԪΪҪƷ˹Ʒ2020ʵNi8ϵྦྷƷ綯ߺֳԲгʵڸIJֻͬС˦
֮⣬˹רߴⲵأҲжʵרδֹʧЧзɹӳ̶ˣзͶռߵ͡зԱн겻ͬоֵ˹䴴ܷΪд
һͬѲֳ˹ƷδȫͬС˦
Ԫָǣ﮺ΪģԪǶҪ֮һԪΪҪƷ˹ҵֻͬС
1.1 Ԫϵ˹ҪƷָķչ
Ԫָ̣NCMԪϣԪأNiIJ컮֣ǰҵԪϿԷΪNCM3333ϵΪNCM5235ϵΪиNCM613Ni656ϵΪNCM8118ϵΪͳܶ߶
Ӿṹ滮֣ԪֿԷΪͺͶྦྷԪϡ
ҪָǣԪϵķչƣָҵ
20172£ŲίƼIJίϷٽزҵչж¼ơزҵչ
زҵչָ2020꣬Ӷص300wh/kgϵͳﵽ260wh/kgɱ1Ԫ/wh¡ԪϵܶȸϣܶȵҪЧԴǸ߶ԴԳ̵
ңԴӦIJȶԣ۸߰ӰɱԸͬʱܺҲɱ
ݵعҵЭԮйԪҵչƤ(2022)ݣ2021꣬Ԫϳﵽ42.2֣ͬ79.6%Уڸ߶˳óͺгԸܶȵĴ£Ԫ(8ϵΪռ202022%ߵ202136%Ԫϵĸƽһȷ9ϵиԪʼʵֲҵչ
ѷ֣δԪϽŸķչ
һ棬ӾṹԪϵĵչѸ١
ԴȼƵ֣ȫӡ
زҵչָƷȫģʹǶزҵչҪĿ֮һͲϵõ㷺ӦãܻһԿˮƽߣƷƺϵͳ㹦ܰȫҪʵȫڵİȫʹá
˹ɱȹ˾²Ϲɷ˾ġ2022ضйƱļ˵顷ڶοž弼һοԪϣڸ¸ߵѹѭȶԡṹȶԡȫܵȷơ
Ҳ˵ȶྦྷԪϾ߱õİȫܣһ̶ϿԹྦྷԪϴڵ⡣
ݹϢζҵ룬Ԫгʾ2022һȣ4.9֣ռ38.5%
2022һȣ5ϵи6ϵԪУϵռȾ50%2022һȵ8ϵԪռ13.5%
˲ѷ֣Ԫϳָķչơ
ڴ˱£˹ڸԪϵIJֽȣͬС
1.2 нNi8ϵྦྷƷʵƷԴԽ
ǩΪ2022820յй飨¼ơй顱2019-2021꣬˹Ni5ϵԪֱΪ41,233.67Ԫ23,551.86Ԫ12,506ԪռӪҵıֱΪ72.98%78.23%22.27%Ni6ϵԪֱΪ15,127.89Ԫ1,599.38Ԫ21,141.81ԪռӪҵıֱΪ26.77%5.31%37.65%Ni8ϵԪֱΪ71.31Ԫ4,751.6Ԫ22,510.04ԪռӪҵıֱΪ0.13%15.78%40.08%
ɼ˹ӪҵУNi8ϵԪϵռߡӾƷ˹Ni8ϵԪϣҪڶྦྷ͡
й飬˹ԪϲƷֱΪNCM111ྦྷNCM523ྦྷNCM523NCM5515NCM622NCM6515NCM811ྦྷNCM811
ȻڸԪУ˹IJƷNCM811ྦྷNi8ϵNCM811Ni8ϵ
˹NCM811Ni8ϵδʵ
2022320ǩġ˹²ϿƼɷ˾״ιйƱڴҵļѯĻظ¼ơѯظ˹Ni8ϵྦྷƷ2020ʵNi8ϵƷѽԽΣԤ20226ʵ
ɼ˹Ni8ϵƷУֻжྦྷƷʵ
Ҫָǣ˹ĶྦྷƷҲڵ綯ߺֳԲгʵ
1.3 ˹Ni8ϵྦྷƷڵ綯ߺֳԲг
й飬Ŀǰ˹Ni8ϵྦྷƷڵ綯ߺֳԲгԴطԴڲƷзͻΡ
ζţڸԪ˹Ni8ϵྦྷƷʵNi8ϵƷԴΡңNi8ϵྦྷƷδͨԴء
ʵϣ˹ɱȹ˾ָͳƷʱ䣬˹
1.4 ͬʵָʱ˹ҶѲֳ
й飬˹ѡȡ7ͬҵɱȹ˾ֱΪݰԴƼɷ˾¼ơݰٿƼ(688005)ϿƼɷ˾¼ơƼ(300073)ԴϹɷ˾¼ơܡϳԶ﮿ƹɷ˾¼ơԶ﮿ơ²Ϲɷ˾¼ơ²ġɼɼԴƼɷ˾¼ơɼɼԴĪƼι˾¼ơĪƼ
ݡݰٿƼضйƱڿƴļ˵(ע)ݰٿƼ2016ƳһNCM811Ʒ2017ڹʵNCM811ƷĴģҵ˸ĺľݡ2019ڹȿNi90ϣ2020ʵֳƷIJҵ
ݡ2022ضAɹƱļ˵(ע)2018ʵNi8ϵྦྷƷڴ˻ϣͨһĿƽᾧԪؾȷֲضòԪǰ壬ͬսᡢӼƱμNi9ϵNCMԪϣĿǰгϵNi8ϵƷߡֽܺͣϺõѭԣĿǰСΡ
ݡ²2022ضйƱļ˵(걨)2018꿪ʼ²Ϊ߲ƷԼ۱Ȳܶȣ½һοи6ϵ8ϵƷʵۣοͻг2019½һο/ܡ9ϵԪϲƷзĿǰѴͻ֤Ρ
ݵعҵЭṫϢƼ¡ܾ2021ҵ˵ָƼĸ볬ҹʸ߶˵ҵƷϱ˲ƷΪȫͬʱձŷޡڶϵҵ
˵˹Ni8ϵྦྷ뵥Ʒɱȹ˾ʵֵʱ䡣ҶڳIJ֣ɱȹ˾Ҳ˹
ֵһǣĿǰڸԪгݶѱռݡ
1.5 ɱȹ˾ݰٿƼĪƼ2020ڸռʺϼƳ85%
йԮѶݣ2021ԪϵгжԽϵͣݰٿƼ14%гݶλӵһĪƼƼԶ﮿ơ²ĽгݶֱΪ12%10%9%8%̼IJԽСҵֽΪɢδ־ȵԪҵ
ǣ۸Ԫгγɹͷ¢Ͼơ
ǰհҵоԺݣ2020꣬ڸԪгݰٿƼĪƼ¢ϣҺϼռʳ85%
λڸԪУ˹IJƷNCM811ྦྷNi8ϵNCM811Ni8ϵԪҵƷչڴ˱£˹ƷNi8ϵ2020ʵNi8ϵྦྷƷ綯ߺֳԲгʵ
֮£˹ͬвʵֶྦྷƷƷҴʵֳƷIJ֡ڴ£˹ھСӱδ֪
ʮרߴⲵأжרδֹʧЧзɹۡ
֪ҵչҪ
Ȼ˹˵ĶרȴߴԱءͬʱʵרδѶֹʧЧΣֵͬùע
2.1 ȨררҵС롱
й飬йǩ2022820գ˹ӵȨר90зר42
ۿɱȹ˾ݰٿƼ2021ȱ棬20211231գݰٿƼۼƻȨר141зר60
ݵƼ2019-2020ȱ棬20201231գƼۼƻȨר146зר452021ȱδ¶ר
²2021ȱ棬20211231գ²ۼƻȨר16зר15
2021ȱ棬20211231գۼƻȨר70зר51
ݳԶ﮿2021ȱ棬20211231գԶ﮿ۼȨר92зר67
ѿ˹Ȩרר롱
ѩϼ˪ǣ˹רߴԶء
2.2 ר룬ߴԻǰⲵ
й飬﮵ϵӦгԲƷܡƷҪϸΨвϽм¡ոĽܳгչҪ
ݹ֪ʶȨݣ20181228գ˹һΪһָʵܶȸϼƱķרΪ2018116239612ѯ2022925գ״̬ΪʧЧݵڶ֪ͨ飬벻ϴԶ߱Ȩǰ
2019118գ˹һΪһֵòĸԪϼƱķרΪ2019101084030ѯ2022925գ״̬ΪʧЧݵڶ֪ͨ飬ĶȨҪԼȨҪ߱ԣͬʱ˵ҲûмκοרȨʵݡ
֤СϷʱľȫͳƿ֪ѯ2022925գ˹Ϊ2016111615901ġһֺ˿ǽṹ﮲ϼƱΪ2016111467844ġһָϼƱΪ2018114342411ġһָԪϼƱȹ12ר룬ߴԻǰء
֮⣬˹רδѶֹʧЧ
2.3 ʵרδѶֹʧЧзɹۡ
ݹ֪ʶȨݣѯ2022925գ˹Ϊ201621106820Xġ﮵Ҥ¯úװáΪ2016211068178ġ﮵ϻϿɸѡװáΪ2016211049961ġ﮵缫ӹ豸Ϊ2016211047059ġӵ϶սĥװáʵר״̬ΪδֹʧЧ
ѿ˹ר룬ʷ϶ר뻹ߴԻǰء⣬ʵר棬˹4ʵרδѶֹʧЧзɹı̶ȼΣáʺš
˹Ⲣδ
зͶռߵͣзԱȲģʽ
˲Ųҵ·չĺĶڵʱҲ˸ຬ塣
˹˵зԱƽн겻ͬоֵλ۸λзλλҲס
3.1 2020-2021꣬зͶռݼҵͬ
ʵϣ˹зͶռ»ҵͬС
2019-2021꣬˹зͶռӪҵıطֱΪ4.95%2.97%2.58%ݼơ
ͬУͬе걨2019-2021꣬ݰٿƼзͶռȷֱΪ3.94%3.85%3.5%ƼзͶռȷֱΪ4.34%4.66%4.07%²ĵзͶռȷֱΪ2.75%6.27%2.71%ܵзͶռȷֱΪ3.52%3.27%2.9%Զ﮿ƵзͶռȷֱΪ5.97%5.08%4.19%
ɼɼԴƱ20215ȫСҵɷתϵͳֹƣݽֹ2020ꡣ2019-2020꣬ɼɼԴзͶռȷֱΪ3.31%3.4%
ɼ2019-2021꣬ͬҵɱȹ˾зͶռƽֱֵΪ3.97%4.42%3.47%
зͶռȵͬоֵ⣬˹зԱнҲͬУȲģʽ
3.2 Ա˹ۼԱƽнзԱƽнϵ
ѯظ2019-2021꣬˹ԱƽнʷֱΪ21.76Ԫ/ꡢ19.81Ԫ/ꡢ23.01Ԫ/ꣻԱƽнΪ26.98Ԫ/ꡢ25.39Ԫ/ꡢ31.30Ԫ/ꣻзԱƽнֱΪ12.55Ԫ/ꡢ12.07Ԫ/ꡢ15.45Ԫ/ꡣ
ԱȲͬλԱƽнѷ֣2019-2021䣬˹зԱƽнԱԱ
ʵϣ2019-2021䣬˹зԱƽнҲͬҵɱȹ˾
3.3 ˹зԱƽн꣬ͬҵɱȹ˾ֵ
ѯظʾ2019-2021꣬ݰٿƼзԱƽнֱΪ19.15Ԫ/ꡢ21.71Ԫ/ꡢ24.65Ԫ/ꣻƼзԱƽнֱΪ28Ԫ/ꡢ28.35Ԫ/ꡢ43.21Ԫ/ꣻԶ﮿зԱƽнֱΪ21.59Ԫ/ꡢ17.23Ԫ/ꡢ23.91Ԫ/ꣻ²зԱƽнֱΪ14.53Ԫ/ꡢ13.17Ԫ/ꡢ16.35Ԫ/ꡣ
2019-2020꣬ɼɼԴзԱƽнֱΪ17.32Ԫ/ꡢ14Ԫ/꣬2021δ¶
2020-2021꣬зԱƽнֱΪ13.37Ԫ/ꡢ18.78Ԫ/꣬2019δ¶
㣬2019-2021꣬ͬҵɱȹ˾зԱƽнʾֱֵΪ20.12Ԫ/ꡢ17.97Ԫ/ꡢ25.38Ԫ/ꡣ
Ҳ˵˹зͶռ»2020-2021ͬоֵˣ˹зԱƽн껹ͬƽˮƽң˹ר롣ң˹רߴԱأʵרδѶֹʧЧзɹıˣ˹ָα֤
ʯɣΪ⣬˹гͷģ
оϵΪɿĻѹϢдDz֤ݡϡ۵ᷢκακ£оеݡϡ۵㡢Ϣοɶκ˵Ͷʽ顣κ£Dzκʹñоеκݡϡ۵㡢µκʧκΣĶгеաоҪԵӰʽַҲḨӡˢƷʽַȨ֤Сδͬ⣬öԱоκԭáɾںģӪδ;
ھʻع
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