宁德时代披露2026年上半年财报，公司上半年营收达2769.17亿元，同比增长54.80%，净利润为432.84亿元，同比增长41.98%，日均盈利达2.4亿元[1]。扣非净利润方面，公司实现390.13亿元，同比增长43.44%[1]。宁德时代继续保持全球动力电池装机量第一、储能电池出货量第一的市场地位[1]。
在核心业务领域，动力电池全球装车市占率达40.2%，同比提升2.2个百分点，国内乘用车装车市占率达46.7%，三元电池市占率达75.2%[1]。储能业务增长势头强劲，相关收入达532.61亿元，同比增长87.54%[1]。不过，公司综合毛利率为23.93%，较去年同期下滑1.1个百分点[1]。
在投资者回报方面，宁德时代推出64.92亿元分红方案，每10股派发现金红利14.11元[1]。同时，公司实施股份回购计划，资金总额不低于200亿元、不超过400亿元[1]。截至财报披露时，公司账面货币资金达3720.53亿元，较2025年末新增约400亿元[1]。
CATL has disclosed its first-half 2026 financial results, demonstrating continued dominance in the global battery market. The company achieved operating revenue of 276.917 billion yuan and net profit of 43.284 billion yuan, representing year-over-year growth of 54.80% and 41.98% respectively [1]. This translates to average daily earnings of 240 million yuan. Non-GAAP net profit reached 39.013 billion yuan, up 43.44% year-over-year [1].
The battery manufacturer announced a comprehensive shareholder return plan alongside these results [1]. The dividend proposal allocates 64.92 billion yuan to shareholders, with a payout of 14.11 yuan per 10 shares [1]. Additionally, CATL authorized a share repurchase program valued between 200 billion and 400 billion yuan [1]. Cash on hand totaled 372.053 billion yuan as of the half-year mark, an increase of approximately 400 billion yuan from end-2025 [1].
CATL reinforced its market leadership across key segments in the first half [1]. The company maintained the world's largest installed capacity share in power batteries at 40.2%, gaining 2.2 percentage points year-over-year [1]. In China's passenger vehicle segment, market share reached 46.7%, while its ternary battery offerings captured 75.2% of that market [1]. Energy storage battery revenue surged to 53.261 billion yuan, growing 87.54% compared to the same period last year [1]. Gross margin stood at 23.93%, down 1.1 percentage points year-over-year [1].