On the evening of February 27th, Contemporary Ampere Technology Co., Ltd. released the 20 19 performance report. Express shows that the total revenue of Contemporary Ampere Technology Co., Ltd. in 20 19 was 45.546 billion yuan, up 5.38 1% year-on-year, and its net profit was 4.356 billion yuan, up 28. 1% year-on-year.
▲ Performance Express of Contemporary Ampere Technology Co., Ltd.
Regarding the double growth of revenue and profit, Contemporary Ampere Technology Co., Ltd. said that the main reason was the increase in market demand for power batteries in 20 19 years.
At the same time, Contemporary Ampere Technology Co., Ltd. plans to release its production capacity, and its production and sales volume will increase year-on-year.
In addition, contemporary Ampere Technology Co., Ltd. has also strengthened cost control, and the proportion of the company's operating expenses in total revenue has declined.
Contemporary Amperex Technology Co., Ltd. still keeps growing, which shows that the power battery market still has potential, and powerful companies can seek opportunities from the cold winter of new energy and consolidate their leading position.
1. Double the operating profit? Profits have increased by nearly 30%
On the evening of February 27th, Contemporary Ampere Technology Co., Ltd. released the 20 19 performance report in the investor interaction section, confirming the previously released performance forecast.
According to the performance report, the total revenue of Contemporary Ampere Technology Co., Ltd. in 20 19 was 45.546 billion yuan, compared with 296.1654.38+0 billion yuan in the same period last year, with an increase of 53.8 1%.
The operating profit was 553 1 100 million yuan, compared with 4168 million yuan last year, up 32.68% year-on-year; The company's net profit in 20 19 was 4.356 billion yuan, and in 20 18 it was 3.387 billion yuan, up 28.6 1% year-on-year.
The performance report also pointed out that by the end of 20 19, the company's total assets were1014.82 million yuan, a year-on-year increase of 37.25%.
During the reporting period, the share price of Contemporary Ampere Technology Co., Ltd. rose from 73.80 yuan/share on February 28th, 20 18 to 106.40 yuan/share on February 28th, 20 19.
After the report was released, the share price of Contemporary Ampere Technology Co., Ltd. fell by 9.24% today to close at 135.67 yuan/share.
▲ Share price of Contemporary Ampere Technology Co., Ltd. on February 28th.
However, some insiders believe that there is no necessary connection between the stock price decline and the release of express trains.
An industry insider interviewed by First Electric Vehicle Network said: "Affected by the external market, the stock market fell today, and the performance of Contemporary Amp Technology Co., Ltd. is reasonable. At the end of last year and the beginning of this year, everyone had expectations, so the upward momentum had been digested in the early stage. Generally speaking, a company with high certainty like Contemporary Ampere Technology Co., Ltd. will not have a good stock market performance in terms of performance. "
Second, the power battery shipment is 32.5GWh? Win global sales for three consecutive years?
According to the Japanese statistical agency SNE? According to the survey data, in 20 19, the global power battery shipment of Contemporary Amp Technology Co., Ltd. was 32.5GWh, up 38.89% year-on-year, and it became the largest power battery enterprise in the world for three consecutive years.
A few days ago, the data released by China Automotive Power Battery Industry Innovation Alliance showed that 79 power battery enterprises have realized vehicle loading facilities this year. The top three, five and ten power battery enterprises are 45.6GWh, 49.2GWh and 54.7GWh respectively, and their market share is 73.4%, 79. 1% and 87.9% respectively.
▲ 2065438+2009 domestic power battery enterprise loading ranking.
Among them, Contemporary Ampere Technology Co., Ltd. topped the ratings with a loading capacity of 3 1.46GWh, accounting for more than 50% of the market share; BYD's annual loading capacity was 10.75GWh, followed by 17.3% market share. Guo Xuan Hi-Tech ranks third with an installed capacity of 3.43GWh and a market share of 5.5%. The loading capacity of other players does not exceed 2GWh.
In addition, Contemporary Ampere Technology Co., Ltd. recently announced that it will raise 20 billion yuan to invest in the Huxi lithium-ion battery project of Contemporary Ampere Technology Co., Ltd., the R&D and production (project) of Jiangsu Times Power and Energy Storage Lithium-ion Battery, the first phase of Sichuan Times Power Battery Project and the R&D project of electrochemical energy storage frontier technology reserve.
▲ Capacity expansion project of Contemporary Ampere Technology Co., Ltd.
At the same time, the Li-ion battery production base project in Cheliwan, Ningde will also invest 654.38+0 billion yuan of self-raised funds.
The above capacity expansion plan will increase the power battery capacity of Contemporary Ampere Technology Co., Ltd. by 97GWh. If the previous capacity plan is included, the total capacity of Contemporary Ampere Technology Co., Ltd. will exceed 300GWh.
From this situation, the status of contemporary Ampere Technology Co., Ltd. as a head player has been further consolidated, and its market share has increased from 40.7% in 20 18 to 50.5% in 20 19. The stronger the player, the stronger. The expansion of power battery production capacity prepares for the huge demand of power battery market in the future. However, in the cold winter of new energy, the number of enterprises supporting the installation of power batteries dropped from 89 last year to 79 this year, and the reshuffle of the industry accelerated.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.