宁德时代披露 2024 年一季报。财报数据显示，2024 年第一季度宁德时代实现营业收入 797.70 亿元，同比下滑 10.41%；实现归母净利润 105.10 亿元，同比增长 7.00%；实现扣非归母净利润 92.47 亿元，同比增长 18.56%。“增利不增收” 的特征，体现得淋漓尽致。
对比 2023 年财，2024 年一季度末，宁德时代存货金额为 439.79 亿元，存货金额进一步下降 2023 年三季度，宁德时代进入被动去库存阶段，四季度达到供需交汇点，目前需求已明显启动但库存处于低位
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