Ningde Times and Shengxin Lithium can become new customers in Tibet Mining. It is expected to increase by 840.86% year -on -year in the first half of the year.

Today (July 8th), the Tibetan Mining (SZ000762, the stock price of 61.59 yuan, and a market value of 320.08 billion yuan) in Tibet's salt lake in Tibet disclosed the first half of the performance trailer.

The Tibet Mining Announcement was that the net profit attributable to shareholders of listed companies in the first half of 2022 was 400 million to 530 million yuan, an increase of 840.86%to 1146.64%year -on -year. In the first half of the year, it is expected to achieve 6840.6 tons of lithium concentrate, 198.27 tons of industrial -grade lithium carbonate, and 64,000 tons of chromium iron ore. It is worth mentioning that Tibet Mining mentioned the Ningde Times (SZ300750, a stock price of 541 yuan, a market value of 1.32 trillion yuan), Shengxin Lithium (SZ002240, a stock price of 69.38 yuan, and a market value of 60.38 billion yuan).

Customers include Ningde Times, Shengxin Lithium Energy

This evening, Tibet Mining announced that the net profit attributable to shareholders of listed companies in the first half of 2022 was 400 million yuan to 530 million yuan, an increase of 840.86%to 1146.64%year -on -year; Increased 341.70%~ 518.38%.

In the first quarter of this year, Tibet's mining revenue and net profit attributable to shareholders of listed companies were 353 million yuan and 132 million yuan, respectively. It is not difficult to find that the second quarter of Tibet Mining has increased significantly from the first quarter of the first quarter.

This performance also exceeded investor expectations, and many investors also expressed joy on platforms such as snowball and Oriental Fortune Bar.

"Daily Economic News" reporter noticed that when Tibet's mining mentioned the cause of performance growth, the demand for lithium resource markets continued to rise and the prices of lithium salt products continued to rise. Customers such as Ningde Times, Shengxin Lithium Energy, etc., and increased sales of stable supply customers who signed long -term agreements.

Among them, the sales of lithium concentration are expected to achieve 6840.6 tons, 198.27 tons of industrial -grade lithium carbonate, and 64,000 tons of chromium iron ore.

It should be noted that new customers in Tibet Mining include Ningde Times and Shengxin Lithium Energy, one is head battery enterprise, and the other is a lithium salt material company. "This is a new customer that we have cultivated for a long time." On the evening of July 8, the relevant person in Tibet told reporters by phone.

Entering the supply chain of Ningde Times and Shengxin Lithium, this actually contains another layer of meaning -the technology of salt lake lithium lifting is becoming more and more mature, and it has been accepted by downstream battery companies or lithium -salt enterprises.

Recently, Tibet's mining stock price has also performed strongly. At present, the stock price is lower than that of the stage in late April, and it has doubled.

Lithium companies in the first half of the year reward

In fact, lithium -salt companies have disclosed the first half of the performance forecast, which is generally over expectations.

Yahua Group (SZ002497, the stock price of 33.70 yuan, a market value of 38.841 billion yuan) released the performance trailer on the evening of June 6. It is expected The net profit after recurring profit or loss is 2.103 billion to 2.353 billion yuan.

On June 8th, Shengxin Lithium could disclose the 2022 interim results preview. It is expected that the net profit attributable to shareholders of listed companies during the reporting period is 2.6 billion yuan to 2.9 billion yuan, an increase of 793.9%to 897.04%year -on -year.

Tianhua Chaoping (SZ300390, the stock price of 93.41 yuan, and a market value of 54.935 billion yuan) also burst. It is expected that the net profit in the first half of the year is 3.35 billion to 3.65 billion yuan, an increase of 971.70%to 1067.67%year -on -year. In particular, the number of battery -level lithium hydroxide shipments and sales amount increased significantly compared with the same period of the previous year, bringing a lot of profit contributions to the company.

However, the above -mentioned companies are mainly lithium with lithium pyroci, and Tibet Mining is the route of salt lake lithium.

However, no matter what lithium lifting method, the performance of listed companies has increased the prosperity of the entire lithium market.

Since the beginning of this year, lithium prices have been running at a high level and tight supply.

Zhu Changci, the Touna Research Institute, believes that since 2021, due to the increase in downstream demand, China's lithium salt gap has continued to expand. It is expected that the supply gap will reach its peak in 2023. It is expected that lithium salt will achieve a balance between supply and demand in 2027. The supply of upstream base lithium materials cannot keep up with the demand for the middle and lower reaches. In 2022, the gap between China lithium carbonate reached 140,000 tons. It is expected that China's lithium salt demand will be close to 600,000 tons in 2023.

However, he also said that from 2023 to 2025, the domestic lithium -salt enterprise planning project has gradually increased and the capacity utilization rate of the production projects has increased. It is expected that the total lithium salt output will exceed 600,000 tons of lithium carbonate in 2025. The salt gap is gradually narrowed. After 2025, the maturity of waste power battery lithium -bleeding technology will provide lithium carbonate products with big scenery. It is expected that the supply and demand relationship will reach a relatively balanced state by 2027.

Daily Economic News

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