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不同电池厂折旧会计准则（23年）
不同电池厂折旧会计准则（23年）
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所属报告：
宁德时代-公司研究报告-从现金流视角看锂电龙头-240419（26页）.pdf
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图2.2026年1-4月全球动力电池厂商市场份额
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竞争格局
2026-06-02
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图64、部分电池厂资本开支情况（亿元）
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行业数据
2026-05-11
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图63、部分电池厂在建工程情况（亿元）
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行业数据
2026-05-11
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全固态电池全球主要电池厂商进展（截至25年10月）
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行业数据
2026-01-27
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中国电池厂电芯库存：总（GWh）
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行业数据
2026-01-20
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中国电池厂电芯库存：动力（GWh）
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行业数据
2026-01-20
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中国电池厂电芯库存：储能（GWh）
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行业数据
2026-01-20
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全球主要固态电池厂商生产进度
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行业数据
2026-01-09
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全球主要固态电池厂商生产进度
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行业数据
2026-01-06
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国内消费电池厂商季度库存变化情况（亿元）
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行业数据
2025-12-30
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光伏电池厂库存（单位：GW）
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行业数据
2025-12-26
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电池厂商豁免政策影响的生产基地
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政策法规
2025-12-22
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全固态电池全球主要电池厂商进展（截至25年10月）
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行业数据
2025-12-17
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图43、部分电池厂在建工程情况（亿元）
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行业数据
2025-12-16
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图44、部分电池厂资本开支情况（亿元）
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行业数据
2025-12-16
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折旧与摊销 公司机器设备折旧年限相对激进。公司折旧准则中残值率、年折旧率均相对同行更为激进；21-22 年公司资本性开支快速扩张，折旧与摊销（测算口径为维持性资本开支）同比快速增长，22/23年达 131/225亿元，其中固定资产折旧、油气资产折耗、生产性生物资产折旧占比较高，主要反映公司新建电池产线折旧，分别为 120、211 亿元。
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