第三季度营收同比下降 12.48% 至 922.78 亿元，净利润却同比增长 25.97% 至 131.36 亿元。收入与利润的背离主要由于动力电池和储能电池的出货结构变化及单价下跌。
宁德时代在国内动力电池市场占有率扩大，但全球市场占有率因海外电动车渗透率提升受阻和政策影响而下滑。公司面临全球电动汽车市场增速放缓、原材料价格波动及供应链紧张等挑战。尽管如此，宁德时代通过成本控制和内部效率提升，保持了较高的毛利率和利润率。未来，宁德时代需在减少对补贴依赖的同时，继续提升竞争力，特别是在储能电池和国际市场方面的拓展。
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