A number of lithium salt listed companies have soared the new energy industry chain upstream and downstream games in the first half of the year or intensify

Driven by the downstream new energy vehicle industry, domestic lithium salt listed companies have soared.

On the evening of July 14, Ganfeng Lithium issued a preview of performance. It is expected that the net profit of the mother will be 7.2 billion yuan to 9 billion yuan in the first half of 2022, a year -on -year increase of 408.24%to 535.30%. The main increase in performance is mainly due to the rapid development of the new energy industry. The market's demand for lithium salt products has continued to increase. The price of lithium salt products has remained at a high level. increase.

On the evening of the same day, Jiangte Electric issued a semi -annual performance preview that the expected net profit was 1.28 billion yuan to 1.41 billion yuan in the first half of 2022, a year -on -year increase of 606%to 677.7%. Regarding the reasons for changes in performance, Jiangte Electric stated that during the reporting period, benefiting from the rapid development of the new energy industry, the external environment of the company's lithium salt business continued to improve, and the downstream demand continued to grow. rise.

Surge

Lithium salt companies make a lot of money

In January 2021, the price of lithium carbonate was 50,000 yuan/ton, and now it has been 470,000 yuan/ton, nearly 10 times. Entering 2022, lithium carbonate continued the rise of the previous year. Business agency data showed that on January 1, 2022, the average price of battery -grade lithium carbonate in East China was 282,000 yuan/ton, and the price of industrial -grade lithium carbonate was 266,000 In just half a year, the price of lithium lithium carbonate rose 1.7 times to 1.8 times.

Huaxi Securities Research Report believes that my country ’s lithium salt output China Super 60 % of the raw materials from Australia are lithium concentrates from Australia. As the price of lithium concentrate continues to rise, the processing cost of lithium salt has increased sharply. Driven by the demand of downstream work in the second half of the year, the price of lithium salt is expected to re -again Back up, even further break through the early high level.

Lithium concentrate prices have continued to rise in the past year, and Australian lithium miner Pilbara Minerals (Pilbara Minerals) completed the seventh lithium concentrate auction on July 13, 2022. The auction transaction price was $ 6188/ton/ton. , The transaction volume is 5,000 tons. Compared with the first auction on July 30, 2021 (the auction transaction price of $ 1250/ton), the price rose nearly 4 times.

“公司购入的锂精矿价格不算高。”赣锋锂业董事长李良彬向《证券日报》记者透露，“虽然上游锂精矿价格、锂盐加工成本一直在涨，但公司锂盐产品The price is also rising, and the price is about 470,000 yuan/ton to 480,000 yuan/ton, of which the long order accounts for about 60%, about one month a month. "

Industrial chain upstream and downstream

Gaming

It is worth noting that the first auction price of the above lithium concentrates has fallen by 2.55%from the previous auction price of the previous (June 23). From the price of seven -time lithium concentrate auction, this is the first time that it has fallen. In terms of the price of lithium salt, in the first quarter of this year, the price of lithium salt once rushed to 510,000 yuan/ton, breaking the level of 500,000 yuan/ton, and the price gradually fell. At present, the price trend of lithium salt is relatively stable.

In order to cope with raw material price increases, many power battery manufacturers raised their prices in the first half of this year. Public data showed that in May 2022, the prices of various power batteries increased compared to December 2021. Among them, the three yuan 523 523 (Digital represents the proportion of nickel cobalt manganese) increased by 11.3%, three yuan 811 price increases 11.9%, and the price of lithium iron phosphate power batteries increased the largest, the price increase was 37.3%.

However, for some power battery manufacturers, it is not easy to achieve rising raw material prices and the balance of product price increase. According to the data of the battery alliance, some power battery manufacturers in June this year have declined compared with May, including Dorfluoro and Jiewei's power. Among them, the power battery loading volume of Jiewei's power decreased by 54.5%month -on -month.

At the same time, some head companies with more discourse and bargaining power have increased from January to June 2022 to June. The market share is as high as 47.67%; BYD's vehicle installed vehicles from January to June was 23.78GWh, an increase of 210.85%year -on -year, and the market share increased from 14.6%in the same period last year to 21.59%.

An analyst at a business agency believes that although the price of lithium carbonate is still stable, it is still at a high level. The downstream market has poor acceptance of high -priced lithium carbonate, and the upstream and downstream games of the industrial chain will increase. It is expected that the price of lithium lithium carbonate will not fluctuate significantly in the short term.

Reporter Cao Qi

- END -