Economic Observation ｜ Lithium wires continue to heat up, Sichuan enterprises accelerate the layout

Chuanguan News reporter Tian Yan

Lithium Mine Giant Tianqi Lithium Industry, officially landed on the Hong Kong Stock Exchange today. On the first day of listing, Tianqi Lithium Hong Kong stocks opened 9.15%lower to the issue price of HK $ 82 per share at HK $ 74.5/share.

The listing of Tianqi Lithium in Hong Kong has also aroused the market's attention to the lithium battery industry chain. In Sichuan, listed companies that deploy lithium batteries are not only Tianqi lithium industry. According to Sichuan Guan News reporters, 14 listed Sichuan companies including Yahua Group, Shengxin Lithium, Sichuan Neng Power, and Tianyuan shares have been deployed or in the lithium battery industry chain.

What is the performance of these listed Sichuan companies?

Enter the game

14 listed Sichuan Enterprises Entry Lithium Circles

When it comes to the lithium battery industry chain, the most well -known is leading companies such as Ningde, Tianqi Lithium, Ganfeng Lithium Industry, and Zijin Mining. In fact, many listed companies in Sichuan have already deployed the lithium battery industry chain.

Among them, Tianqi Lithium Industry, Machane Group, Shengxin Lithium, Sichuan Neng Power, etc. of the upstream ore mining are; Python, etc.; The downstream terminal application is Changhong Energy, Chengfei Integration and other companies.

On the lithium battery industry chain track, "lithium" traversing the world "is no longer a drama. From the perspective of the industry, factors such as the reserves, quality, and mining conditions of mineral resources cannot be changed. Because of this, the mining of lithium mineral resources is the strongest in the entire industry chain. It is the first ring of the industry value chain.

The strong market demand has also led to the worship of lithium mine resources worldwide. Tianqi Lithium has acquired 51%of the equity of Tatricson Thalesen and the equity of Chile SQM25.86%. It has a resource that is equivalent to 16.07 million tons of lithium carbonate, accounting for about 20%of the world. And underwriter.

In addition to Tianqi Lithium actively deploy lithium mine resources overseas, Yahua Group and Shengxin Lithium have reached a long -term supply agreement with Australia's important lithium -precision ore production enterprises, from 2021 to 2023, Shengxin Lithium Energy The minimum purchase of each year is 60,000 tons; from 2021 to 2025, the annual purchasing volume of Yahua Group is 120,000 tons.

In addition, domestic lithium ore resources are also the focus of corporate competition. Chuanneng Power obtained 62.75%of the equity of the lithium industry and controlled by the acquisition of the lithium industry, thereby obtaining the mining right of Lijiagou ore ore in Lijiagou in Jinchuan County.

Performance

The performance of many lithium ore listed companies

Lithium battery industry chain listed companies have achieved performance. At present, many lithium -battery industry chain listed companies have released the first half of the year's performance forecast. Among them, Sichuan Enterprise Shengxin Lithium can predict that the net profit in the first half of the year will increase by over 8 times, and the net profit attributable to shareholders of listed companies is 2.6 billion yuan to 2.9 billion yuan Yuan; Yahua Group also predicts that the net profit attributable to shareholders of listed companies in the first half of the year is 542.79%-618.52%, and profitability is between 2.122 billion and 2.371 billion yuan.

In fact, the lithium battery business has ushered in a big outbreak in 2021. According to reporters, 14 Sichuan enterprises that laid out the lithium battery industry chain, except for the integration of flying, the remaining 13 in 2021 achieved their performance in the whole year. Among them, the most eye -catching performance is Shengxin Lithium Energy. In 2021, net profit achieved a net profit of 851 million yuan, an increase of 3030.2%year -on -year, the best performance since the listing; Tianqi Lithium also turned to profit to achieve a profit of 2.079 billion yuan. Yuan, a year -on -year increase of 213.37%.

Some companies also earned the profits of last year in the first quarter. For example, Yahua Group achieved net profit of 1.022 billion yuan in the first quarter, an increase of 1210.02%year -on -year, and the net profit of last year was only 937 million yuan.

Behind the rapid growth of net profit is the rise in the "crazy" of lithium prices and the promotion of downstream demand. In the first half of this year, the price of lithium hydroxide increased significantly. The latest price of domestic battery -level lithium hydroxide reached 474,000 yuan/ton, compared with the price increase of more than 100%compared with the beginning of the year. Ao Yan, the chief analyst of CITIC Securities cycle industry, said that in the context of the continued exceeding expectations of the consumer side, the market's expectations of lithium prices continued to rise in the second half of the year.

Regarding the significant growth of performance, Shengxin Lithium Energy said that mainly due to the rapid development of the new energy industry in the first half of the year, and the demand for lithium salt in downstream customers has increased strongly. It also said that the significant increase in performance has mainly benefited from the sharp increase in the price of lithium hydroxide.

"In terms of lithium prices, it is about scientific supply and demand relationship. According to the current supply and demand relationship, supply and demand in the short term cannot keep up with demand. Therefore, as long as there is a gap between supply and demand relationship, we are very confident in lithium price." Tianqi Lithium Lithium. Xia Juncheng, executive director and chief executive officer of the industry, said at the site at the Hong Kong Stock Exchange today.

Regarding the problem of lithium salt price support, Zhou Yi, chairman of Shengxin Lithium, also frankly said at the shareholders' meeting: "How long do you dare not say in the future, but at least this year lithium carbonate prices are supported."

- END -