如何看待附录：锂电材料行业各版块2024年

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如何看待附录：锂电材料行业各版块2024年

2025-6-2

附录：锂电材料行业各版块2024年&2025Q1详细业绩图表15：正极和前驱体环节2024年&2025Q1业绩概览珍惜有限创造无限资料来源：Wind，五矿证券研究所注：表格展示的是板块主要企业的业绩情况，选取样本均为主营业务与板块内容高度相关环节证券代码公司名营业收入（亿元）归母净利润（亿元）营业收入（亿元）归母净利润（亿元）材料-三元正极材料-三元前驱体材料-铁锂正极688005.SH300073.SZ688707.SH688778.SH301152.SZ301487.SZ688184.SH合计002340.SZ300919.SZ688148.SH300409.SZ合计301358.SZ300769.SZ603906.SH688275.SH830809.BJ合计容百科技当升科技振华新材厦钨新能天力锂能盟固利帕瓦股份格林美中伟股份芳源股份道氏技术湖南裕能德方纳米龙蟠科技万润新能安达科技2023226.57151.2768.76173.1124.4323.609.542024150.8875.9319.61132.9717.5417.949.49677.28424.35305.29342.7321.0272.96742.00413.58169.7387.29121.7429.64821.98332.00402.2321.6177.52833.36225.9976.1376.7375.2315.11469.18同比-33%-50%-71%-23%-28%-24%-1%-37%9%17%3%6%12%-45%-55%-12%-38%-49%-43%20235.8119.241.035.27(5.02)0.60(2.48)24.469.3419.47(4.55)(0.28)23.9820242.964.72(5.28)4.94(4.29)(0.72)(7.27)(4.93)10.2014.67(4.27)1.5722.1715.81(16.36)(12.33)(15.04)(6.34)(34.26)5.94(13.38)(6.36)(8.70)(6.80)(29.30)同比-49%-75%-614%-6%15%-219%-193%-120%9%-25%6%662%-8%-62%18%48%42%-7%14%24Q136.9215.176.3632.994.383.502.92102.2383.5492.924.2120.02200.6945.2018.9214.7411.552.2192.6325Q129.6419.082.7229.774.184.360.8090.5494.96107.874.0717.58224.4967.6220.0415.9222.786.92133.28Q1同比-20%26%-57%-10%-4%25%-73%-11%14%16%-3%-12%12%50%6%8%97%213%44%24Q1(0.37)1.10(1.37)1.11(0.46)0.03(1.04)(0.99)4.563.790.070.148.571.59(1.85)(0.78)(1.30)(1.63)(3.97)25Q1(0.15)1.11(0.98)1.17(0.41)(0.24)(0.56)(0.06)5.113.08(0.50)0.448.130.94(1.67)(0.26)(1.56)(0.65)(3.19)Q1同比59%0%29%5%12%-898%46%94%12%-19%-806%207%-5%-41%10%67%-20%60%20%

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