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比+37%,环比+35%。归母净利润232亿元,同比+57%,环比+25%。订单高增,流动性稳健。截至2025Q4,合同负债492亿元(yoy+76.9%),货币资金及交易性金融资产合计3925亿元,2025年经营性现金流量净额1332亿元,与归母净利润比值1.8。动力电池方面,主力产品性能升级+开拓商用车/无人场景,增长有望持续。储能电池方面,看好公用事业、工商业、数据中心应用前景。公司产能紧缺

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