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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-catl-byd-h1-2026-results-window@catalyst-calendar.local
DTSTAMP:20260720T200548Z
DTSTART:20260725T010000Z
DTEND:20260725T013000Z
SUMMARY:宁德时代与比亚迪2026年中报披露及动力电池/整车盈利验证窗口
DESCRIPTION:A股上市公司半年度报告法定披露窗口截至8月底，宁德时代、比亚迪等新能源车产业链龙头的中报将验证电池价格、储能需求、整车毛利率、出口和现金流。因两家公司分别代表全球动力电池和中国新能源整车龙头，具备产业链级定价意义。\\nImpact score: 75\\nExpected: 重点看宁德时代电池单价和储能出货、比亚迪整车毛利与海外业务、两家公司现金流和资本开支是否确认价格战压力或需求韧性。\\nAffected: 300750.SZ(subject\, mixed\, score 82)\; 002594.SZ(subject\, mixed\, score 80)\; 1211.HK(subject\, mixed\, score 80)\; 002466.SZ(supplier\, mixed\, score 57)\; 159790.SZ(etf\, mixed\, score 73)\\nSources: 巨潮资讯宁德时代公告页: https://www.cninfo.com.cn/new/disclosure/stock?stockCode=300750&orgId=9900023750\\n巨潮资讯比亚迪公告页: https://www.cninfo.com.cn/new/disclosure/stock?stockCode=002594&orgId=gssz0002594\\n上交所信息披露规则说明: https://one.sse.com.cn/onething/xxpl/\\n东方财富财报预约披露日历: https://data.eastmoney.com/bbsj/\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-catl-byd-h1-2026-results-window
CATEGORIES:earnings\,CN\,中报\,动力电池\,储能\,整车毛利率
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: 宁德时代与比亚迪2026年中报披露及动力电池/整车盈利验证窗口
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DESCRIPTION:Complete post-event review: 宁德时代与比亚迪2026年中报披露及动力电池/整车盈利验证窗口
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