Is lithium battery oil in the new era?Listed companies earn 50 million yuan a day, and the lithium industry is really so hot?

Recently, the lithium battery market can be described as quite popular. Musk's lithium battery is the argument of oil in the new era. Some media have revealed that the lithium industry listed companies earn 50 million yuan a day in the first half of this year. What should I think of this? Is the lithium industry really so hot?

1. Is the lithium battery oil in the new era?

According to the Caizhong News Agency on July 14th, David Sacks, a general partner of CRAFT VENTURES CRAFT VENTURES, wrote on Twitter, "If you can prove anything this year, then there is no energy independence, there is no no energy independence, there is no no energy independence, there will Safe (can be said) ".

Tesla CEO Musk replied under the tweet, "Absolutely. Lithium batteries are new oil."

According to the Huaxia Times, Tianqi Lithium Industry announced that as of June 30, the company's net profit range of the shareholders of the ownership company is expected to be 9.6 billion yuan to 11.6 billion yuan, an increase of about 11089%to 13420%over the same period last year.

In the same period last year, the net profit of Tianqi Lithium industry was about 85.8 million. In the first half of this year, the net profit was calculated at 9.6 billion yuan. Tianqi Lithium earned 53 million a day. The net profit of only 39 hours was equivalent to the net profit of the first half of last year.

The performance is also dazzling. Rongjie announced that it is expected to achieve a net profit of 530 million to 630 million yuan in the first half of the year, a year-on-year increase of 4080.57%-4869.36%. In the same period last year, Rongjie's net profit was 12.68 million yuan. The net profit of only five days in the first half of this year exceeded the whole year of last year. Rongjie's Q1 net profit is 254 million yuan. Based on this calculation, it is estimated that Q2 net profit is 276 million yuan to 376 million yuan, an increase of 9%-48%month-on-month, and a single quarter net profit hit a record high.

The performance trailer of the "salt lake shares of potassium fertilizer" also exceeded most institutions expectations. The company issued the first half of the year's performance forecast. It is expected that the net profit in the first half of the year will reach 9 billion to 9.4 billion yuan, a year-on-year increase of 325.63%-344.55%.

Second, the lithium industry is really like this?

To be honest, many people will be surprised to see the current lithium industry. Is there really a lot of money for lithium batteries? Is the lithium industry really the oil industry in the new era?

First of all, the reason why the entire lithium battery industry is so popular in the current lithium battery industry is actually normal. This is because we see that throughout 2022, the sales of new energy vehicles in the country are expected to reach 5.5 million units, a year -on -year increase of more than 50%. In this case, in the face of the increase in the market so popular, the scale of the new energy vehicle market is expanding, and naturally, it will naturally lead to the increasing demand for the entire lithium battery. Because the market is generally optimistic about the market space of lithium batteries and lithium ore resources, we see that each company basically expands its capacity on a large scale. The new round of fighting lithium resources has almost reached the state of arrows to be on the strings. The relatively scarce red fire and lithium resources of lithium batteries have driven the large -scale growth of the entire market. This is the normal phenomenon in the current market.

Secondly, for the current world, although the demand is very huge, the overall resource reserves of lithium ore are not sufficient, so we see that the domestic well -known lithium resource listed companies in China are large -scale acquisitions in the world in the world. Lithium mine resources. The acquisition of lithium ore resources has almost become the core of the entire market. Previously, Guangfa Securities once had a special research report analysis performance, saying that the current large -scale expansion of the entire lithium battery enterprise was actually an inevitable result under the emergence of overheating demand for the market. The capacity expansion of the entire market is very obvious. In the future, the development of the lithium battery industry will be the competition of lithium mine resources in the entire market. The inevitable process of fierceness.

Third, although we see the current market's demand for your battery industry has shown a booming trend, we should not forget that with the competing for madness of capital, the risk of the entire market is actually increasing rapidly. This is not only the result of the inevitable profit after the stock price of the entire market increased, but also the embodiment of the uncertainty of the entire market.毕竟对于锂矿来说，企业在购入锂矿之后需要大量的招兵买马，但是国内市场的开采经验实际上并不是是良莠不齐的，大量的资源进入市场之后，必然会导致锂矿的价格水涨船高，而Lithium ore resources grabbed at high prices need to achieve comprehensive development and even formation capacity. It takes a long time and a large amount of manpower and material investment. This is easy to cause relatively large periodic issues. Therefore, on the current market, we must be very alert to problems similar to before the steel industry and the oil industry, and also appear in the lithium mining industry.

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