Nearly 20 lithium -related companies are in the interim performance performance. People are expected to maintain a high level in the industry

27aug

Our reporter Chen Hong on August 26, Tianhua Chaojing released the 2022 semi -annual report that from January to June this year, the company realized revenue of 7.776 billion yuan, an increase of 443.22%year -on -year; net profit was 3.512 billion yuan, a year -on -year year -on -year year -on -year year -on -year year -on -year year -on -year Grow up 1023.42%. Regarding the growth of performance, the staff of the Ministry of Securities Department of Tianhua Chaojing said in an interview with the "Securities Daily" reporter that "it mainly benefits the rapid development of the new energy industry, the market's demand for lithium salt is strong, the company's battery -level lithium hydroxide shipment shipment The quantity and sales amount increased significantly compared with the same period of the previous year, and contributed more profits. "According to the incomplete statistics of the" Securities Daily "reporter, as of now, there are already saddle, Rongjie, Tibet Mining, Tianhua Chaogui, Shengsheng, Shengsheng, Shengsheng Negative Lithium, Tibet Mining, Salt Lake shares, including nearly 20 lithium -salt companies, including the semi -annual report of the semi -annual report, rewarded their good results. The performance of lithium -related companies has greatly increased Tianhua Half -annual report. During the reporting period, the sales volume and price of the subsidiary Tianyi Lithium rose, and the revenue of lithium battery materials achieved revenue of 7.212 billion yuan, gross profit margin 78.80%, gross profit margin ratio to the previouser ratio than above. The year of the same period increased by 37.67%. Wang Hongyan, an analyst at Hua'an Securities, believes that "Tianhua Chaojing deployed the lithium mining industry in advance. Through investing in upstream lithium resource companies and signing long -term procurement agreements, a stable and high -quality raw material supply system has been formed. In cooperation, the company's resource -end insurance supply capacity is located at the leading level of the same industry. In addition, with the implementation of the construction of each project and the release of the production capacity, the company's total lithium salt capacity is expected to reach 260,000 tons/year, and the production capacity of equity lithium salt reaches 145,000 tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons/tons of equity. In the year, the first echelon of the lithium industry was officially ranked among the lithium industry. "In addition to Tianhua Chaoping, many lithium -related companies have increased significantly in the first half of the year. Among them, the Sadersham shares achieved a net profit of 48.67 million yuan in the first half of the year, an increase of 4701.1%year -on -year; Rongjie's net profit achieved a net profit of 576 million yuan, an increase of 4443.99%year -on -year; The net profit of resources was 1.323 billion yuan, an increase of 663.85%year -on -year; the net profit of Jiangte Electric achieved a net profit of 1.348 billion yuan, an increase of 643.50%year -on -year. In response, Qi Haizheng, the president of Beijing's Sunshine New Energy, told the Securities Daily that in the past two years, the performance of lithium -related enterprises has increased greatly. Under the goal of "dual carbon", the trend of vehicle electrification has accelerated significantly, and new energy vehicles have developed rapidly, which has caused the lithium battery industry chain to become hot, related enterprise performance has greatly increased, and corporate performance with lithium mine resources has increased significantly. In order to grasp the rise of the lithium salt market, Tianhua Chaojing, Tibet Mining, Ganfeng Lithium Industry and other lithium -salt related companies have accelerated the pace of production during the year. "Enterprises are continuously deploying the investment and construction of the lithium salt project, and it is expected to enjoy the high prosperity bonus of the industry. As the lithium salt project landed and released production capacity, the future performance is expected to achieve breakthrough growth." "The reporter said. The price of lithium salt continues to rise. With the rapid development of new energy vehicles, the demand for power batteries is strong. According to statistics from the High Industry Research Institute (GGII), China ’s lithium battery shipments in 2021 were 327GWh, an increase of 130%year -on -year. It is expected that China's lithium battery shipments are expected to exceed 600GWh in 2022, and the year -on -year growth rate is expected to exceed 80%. It is estimated that the number of Chinese lithium battery markets in 2025 will exceed 1450GWh, and the compound growth rate will exceed 43%in the next four years. "Securities Daily" reporter noticed that as a key raw material for new energy power batteries, lithium carbonate rose from 491,000 yuan/ton on August 24 this year from 40,000 yuan/ton in July 2020; Lithium prices have now reached about 478,000/ton. In this regard, Chen Guanghui, an analyst at Cinda Securities Metals and New Materials, said, "The rapid rise in the price of lithium lithium carbonate is mainly driven by the rapid development of new energy vehicles and energy storage industries. The demand is strong and the supply is relatively insufficient. Power is expected to exceed 500,000 yuan/ton. "Everbright Securities Research Report said," Affected by the weather, the production of Qinghai salt lakes in China has declined, and downstream manufacturers have the willingness to rush work. my country's lithium salt supply and demand structure may be further tense. In the third quarter of 2022 to 2023, the stock preparation season reached a new high. "" In addition to the strong demand for power batteries, the new power system requires new energy storage support services, and the demand for lithium battery energy storage projects is also rapid. The probability of lithium salt prices in high running is relatively high. At present, there is no trend of its sharp decline. In the second half of the year, the performance of relevant companies will also have a high probability of maintaining high growth. "Qi Haiyu told the Securities Daily reporter. Zhou Xibing believes that "there is huge potential for lithium market demand, the supply is tight in the short term, and the world's lithium -producing resources are mostly locked in long orders, and the lithium production capacity of salt lake is difficult to release in the short term. It is difficult to change the pattern in the short term, and it is expected that lithium prices are expected to maintain high operation.

"Wang Chikun, a researcher at the Beijing Institute, also told the" Securities Daily "reporter," The downstream industrial chain expands at a high speed, the lithium salt continues to supply, the development of the global new energy vehicle industry has passed the inflection point, the demand in the energy storage field is positive, and the effective production capacityFormation and supply fully release the necessary time cycle, and the formation of effective supply of upstream exists in the "stagnation ', downstream stock preparation and procurement demand facing' advancedness'.Essence"Recommended reading

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