The continued popularity of the new energy vehicle market has significantly boosted the benefits of upstream and downstream enterprises in the industry chain.After a substantial increase in profits in 2021, many companies in the first quarter of 2022 once againperformancePrehi.
Multi-company’s first-quarter results are expected to be good
After entering the new energy track from the clothing industry,Shanshan Shares(600884) regained its performance gains. After the substantial profit forecast in 2021, on the evening of March 28, the company further disclosed the first quarter performance forecast for 2022.net profitYear-on-year increase again.
Shanshan SharesExisting business covers Li-ionBatteryMaterial,BatterySystem integration (including lithium-ion capacitors, powerBatteryPACK), energy management services, charging pile construction and new energy vehicle operation and other new energy businesses. According to preliminary calculations by the financial department, the company expects to achieve a net profit of 750 million to 850 million yuan in the first quarter of 2022, a year-on-year increase of 448 million to 548 million yuan, an increase of 148% to 181%; non-net profit deducted to 560 million yuan To 600 million yuan, an increase of 279 million yuan to 319 million yuan, an increase of 99% to 113%.
For the first quarter performance,Shanshan SharesSaid that during the period, benefiting from the continuous improvement in the prosperity of the new energy vehicle industry, the downstream market demand for the anode material business continued to be strong. The company seized market opportunities. With its leading technology and high-quality products, the company’s products were in short supply. Year-on-year growth. At the same time, the company’s polarizer business, which has been consolidated since February 1, 2021, has developed steadily and brought high performance contributions. During the period, the sale of 100% equity of Hunan Yongshan Lithium Industry Co., Ltd. also obtained corresponding investment income.
The core business is lithium ion battery electrolyte and battery chemicalsnew state(300037), the demand for downstream power batteries and other products also benefited from the boom in new energy vehicles.
new stateOn the evening of March 28, the performance forecast for the first quarter of 2022 disclosed that the company is expected to achieve a net profit of 482 million to 513 million yuan, a year-on-year increase of 210% to 230%.
In addition to battery material companies,Top Group(601689) said that in the first quarter of 2022, the company’s lightweight chassis, thermal management and other businesses for smart electric vehicles grew strongly, and the steering system, brake system, and air suspension business related to the drive-by-wire chassis also achieved good development.Operating incomeand net profit continued to maintain rapid growth.
According to the first quarter performance forecast disclosed on the evening of the 28th, during the periodTop GroupIt is expected to achieve operating income of 3.63 billion yuan to 3.73 billion yuan, a year-on-year increase of 50% to 54%; net profit of 346 million yuan to 386 million yuan, a year-on-year increase of 41% to 57%.
in addition,Shengxin Lithium Energy(002240) The performance forecast was disclosed on the evening of March 28. It is estimated that the net profit in the first quarter is 900 million yuan to 1.1 billion yuan, a year-on-year increase of 765.24% to 957.52%. During the reporting period, the new energy industry developed rapidly, the demand for lithium salt from downstream customers grew strongly, the price of lithium salt products continued to rise, and the profit of the company’s lithium salt business increased significantly compared with the same period of the previous year.
New energy vehicle boom continues
Before the first quarter of 2022, the 2021 performance forecast disclosed by Shanshan shares shows that the company is expected to achieve a net profit of 3.1 billion to 3.39 billion yuan, a year-on-year increase of 2146% to 2356%; non-net profit deducted is 1.72 billion yuan Yuan to 1.93 billion yuan, an increase of 1.884 billion yuan to 2.094 billion yuan year-on-year.
For the substantial growth in performance, Shanshan also mainly attributed to the continuous improvement in the prosperity of the new energy vehicle industry in 2021.
The company said that during the period, the demand from downstream customers was strong, the company accelerated the release of production capacity in the core business, and the overall sales volume and profitability of the lithium battery material business increased significantly year-on-year.Anode materials achieved rapid growth in production and sales; the integrated production line of superimposed Baotou reached production, the scale effect was further highlighted, cost reduction and efficiency enhancement were significant, and the anode material business was grossinterest rateYear-on-year growth. At the same time, the company promotes the innovation of raw materials, processing technology and the development of new products through continuous R&D investment, which enhances the market competitiveness of the company’s anode material business.
The cathode material business also continued to strengthen supply chain management, smooth transmission of raw material price increases, and improved product profitability. The electrolyte business benefited from the increase in the price of lithium hexafluorophosphate and the company’s self-provided part of the lithium hexafluorophosphate production capacity, and its performance increased significantly year-on-year.
And March 28new stateThe disclosed 2021 annual report shows that during the period, the company achieved operating income of 6.951 billion yuan, a year-on-year increase of 134.76%; net profit of 1.307 billion yuan, a year-on-year increase of 152.36%; basic earnings per share of 3.18 yuan, a year-on-year increase of 146.51%.
Xinzhoubang said that in 2021, the company’s battery chemicals business will achieve operating income of 5.27 billion yuan, a year-on-year increase of 217.63%. Under the influence of China‘s “dual carbon” policy and the green and low-carbon requirements of Europe and the United States, the explosive growth of new energy vehicles has led to a substantial increase in the shipment of power lithium batteries, which has led to an increase in the demand for upstream battery materials.
According to the China Association of Automobile Manufacturers, in mid-2021Guoxin EnergyThe sales volume of automobiles reached 3.52 million units, a year-on-year increase of 157%, and the annual market penetration rate of new energy vehicles reached 13.4%.According to the forecast of the China Electric Vehicle Hundred People’s Association, by 2025, I willGuoxin EnergyCar sales reached at least 7 million.In addition, due to the promotion of policies to support the development of the new energy industry, Europe, the United States,Guoxin EnergyCar sales are rising rapidly.according toGuotai JunansecuritiesStatistics show that in 2021, the sales of new energy vehicles in the European market will be 2.26 million, a year-on-year increase of 65.7%; the sales of new energy vehicles in the US market will be 670,000, a year-on-year increase of 101.3%. With the rapid growth of demand for power batteries and energy storage batteries, lithium-ion battery electrolyte shipments have risen rapidly. In 2021, due to the substantial increase in market demand, lithium hexafluorophosphate, solvents and additives will continue to be in short supply, and the supply of lithium-ion battery electrolyte will be tight throughout the year.
Xinzhoubang believes that with the improvement of the industrial chain and the increasing expansion of the scale, the new energy industry will usher in a historical opportunity for rapid development in the next five years. The gap between liquid enterprises will be further widened, and leading enterprises will gradually increase their market share and concentration by virtue of their advantages in cost, scale and technology.