Home » The annual reports of Yunnan chemical companies such as Yuntianhua are eye-catching in the new energy track or bring new growth momentum.

The annual reports of Yunnan chemical companies such as Yuntianhua are eye-catching in the new energy track or bring new growth momentum.

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On the evening of January 10, three Yunnan listed companies were the first to release the 2021 annual report.performanceThe forecasts are all “pre-happy” reports, and two companies have doubled their profit forecasts.Among them, the highest pre-increase is the combination of chemical and new energy factorsYuntianhua(600096.SH),net profitThe year-on-year increase was more than 11.87 times.

  The “non-traditional” growth route of the chemical sector has achieved remarkable results

Among the listed companies that have disclosed performance forecasts,YuntianhuaEnjie shares(002812.SZ) andChuankinoThe year-on-year pre-growth rate of net profit of the Company exceeded 100%, and the chemical sector showed the performance growth after positive transformation.

  announcementshow,YuntianhuaIt is expected to be attributable to listed companies in 2021shareholderThe net profit of the company was 3.5 billion to 3.7 billion yuan, an increase of 1186.59% to 1260.11% year-on-year; the non-net profit attributable to shareholders of listed companies was 3.39 billion yuan to 3.59 billion yuan.

In addition to factors such as the boom in the fertilizer market and the realization of high-load operation of major chemical plants to reduce costs and increase efficiency, Yuntianhua also said: “The company’s transformation and upgrading to non-fertilizer businesses such as fine phosphorus chemical and fluorine chemical has gradually emerged. During the reporting period The operating performance of the company’s shareholding company has improved, and investment income has increased.”

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  《securitiesThe reporter from the Daily learned that Yuntianhua will take a stake in Yunnan Fluorophosphorus Electronic Technology Co., Ltd. in 2021. The relevant person in charge of Yuntianhua said: “The annual output of 5,000 tons of lithium hexafluorophosphate project jointly developed by the two parties is progressing as planned.”

in the field of special chemicalsEnjie sharesOn the same day, it also issued an announcement of pre-increase in performance.BatteryThe diaphragm “fairway” continued to grow steadily. The company expects to achieve a net profit of 2.66 billion yuan to 2.76 billion yuan in 2021, a year-on-year increase of 138.44% to 147.40%.The performance growth was mainly benefited from wet lithium during the reporting periodBatteryThe production capacity of isolation film continued to increase, and the competitive advantage continued to be consolidated.

also,Enjie sharesIt is also actively promoting plans to build production bases abroad, and the Hungarian project is expected to start mass production by the end of the first quarter of 2023. The company said on the interactive platform: “The localized production and operation is conducive to quickly responding to the needs of European customers and expanding business in Europe and other overseas markets.”

At the end of December 2021, chemical companiesChuankinoThe first Yunnan A-share performance forecast released shows that the company expects to achieve a net profit of 146 million yuan to 166 million yuan in 2021, a year-on-year increase of 252% to 300.22%.ChuankinoThe transformation project of the company – the purification phosphoric acid project raised and invested in Guangxi has been put into operation, which has driven the rapid growth of the company’s performance.

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  New energy track may bring new impetus for growth

In addition to Enjie shares, which are already in the new energy track, Yuntianhua and Chuanjinnuo are actively deploying new energy industries, breaking the development bottleneck of traditional chemical companies, and transforming to higher-end and fine chemical fields.

The performance growth of the chemical sector is also related to the strong market demand for the new energy industry. Qi Haishen, President of Beijing Teyi Sunshine New EnergysecuritiesA reporter from the Daily said: “Lithium is affected by the new energy automobile industry chain.BatteryDriven by the strong demand in the industry, industries such as the chemical sector have maintained a high degree of prosperity. Under the trend of accelerating the electrification of traditional fuel vehicles, the loading volume of lithium batteries has grown by leaps and bounds. Among them, the development of lithium iron phosphate batteries may also open up a new market increment space of 100 billion yuan for the phosphorus chemical industry. “

Under the new energy track, Enjie will continue to sign investment cooperation agreements with economic development zones in Chongqing, Jiangxi, Jiangsu and other places in 2021 to build lithium battery separator projects.Yuntianhua removes andpolyfluorideIn addition to the cooperation in the construction of lithium hexafluorophosphate project, it will continue to invest in the construction of iron phosphate and supporting projects with an annual output of 500,000 tons in Anning Industrial Park; Chuanjinnuo will also invest in a 100,000-ton-per-year iron phosphate project in Fangchenggang, Guangxi, in Dongchuan, Kunming. The 5,000-ton iron phosphate project at the base has been put into operation, or it may become a new growth point for the company’s performance.

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Qi Haishen also said: “In the context of the dual control of national energy consumption and the continuous strengthening of environmental protection supervision, transformation and expansion of new energy and new materials and other fields, and improvement of refinement and upgrading capabilities are one of the main trends in the development of the chemical sector. “

January 11,Shanghai Steel UnionThe released data shows that the quotations of some lithium battery materials have risen again, cobalt powder has risen by 5,000 yuan/ton; lithium carbonate has risen by 7,000 yuan/ton, and lithium hydroxide has risen by 5,000-6,500 yuan/ton; in terms of cathode materials, ternary precursors have risen by 1,000-2,500 yuan. RMB/ton; in terms of electrolyte, lithium hexafluorophosphate rose by 25,000 yuan/ton. The continued “hotness” of new energy may bring performance growth drivers to related companies.

(Article Source:securitiesDaily Network)

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