B · Normal
[CATL: Inventory turnover days have been relatively stable in recent quarters, and there have been no poor sales.] On October 21, regarding the reasons for the month-on-month increase in inventory in the third quarter, CATL responded that the increase in inventory amount in the third quarter was due to the development of the company's business scale. However, the company's inventory turnover days have been relatively stable in recent quarters, and there has been no poor sales or poor shipments. It is considered normal inventory turnover. From the perspective of inventory structure, the growth is mainly due to the delivery of goods, which will gradually be reflected in the company's revenue in the future. In terms of energy storage, the company is also moving from selling battery cells and DC side products to providing AC side and system products. The product structure and form are richer than in the past, but the corresponding delivery and revenue recognition cycle is longer than before. (Securities Times)
🕐 2026-10-21 10:37

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