The first batch of lithium power stocks reported a 90-fold increase in net profit as a "god of investment".

The recent capital market lithium industry chain ushered in a big explosion, this week, the new energy industry chain and resources stocks continued to rise, the market also spread to the lithium power subdivision track. In the middle of the reporting season, as of July 9, 51 of the more than 200 lithium battery industry chain-related stocks have issued interim performance forecasts, and the Financial Associated Press has taken stock of the "transcripts" of the above stocks.

Longbai Group (formerly Longbai) temporarily leads the lithium battery sector with a reported net profit of 23.3-2.97 billion yuan. Among the producers of raw materials for lithium batteries, chemical enterprises have the cost advantage of circular integration, which extends to downstream lithium iron phosphate, such as medium-core titanium dioxide, Longyanbaili and other titanium dioxide enterprises supporting the comprehensive utilization of iron sources and phosphorus sources. Phosphorus chemical enterprises are equipped with fluorine chemical industry to further reduce the cost of phosphorus source.

At present, the subsidy of new energy vehicles is declining, and the safety is also concerned by the market, so the power battery of the lithium iron phosphate line has been favored again, and the market share has gradually rebounded to more than 40%, and the agency believes that its market space is reopening. Under this trend, the leading enterprises of titanium dioxide and phosphorus chemical industry are carrying out the layout by virtue of the advantage of integration to meet the trend of prosperity.

Sinopec and Yuntianhua are also integrated enterprises related to upstream materials of lithium batteries, with revenue exceeding 1.5 billion in the first half of the year.

The highest year-on-year increase in performance was Zhe Zhong shares, the "god of investment", which issued an announcement on July 5 to substantially revise and report the results, with an estimated net profit of 200 million yuan to 230 million yuan, an increase of 8191% and 943.5% over the same period last year. The reason is that the companies it participates in are listed on the stock market one after another. It is worth mentioning that on July 7, New China and Hong Kong, another participating company of Zhe Zhong shares, also successfully listed on the Shanghai Stock Exchange.

It was observed that the other stocks with more gratifying growth in reported performance all benefited to varying degrees from the rising prices of cathode materials, anode materials and electrolytes for lithium batteries in the first half of the year, and even upstream lithium resource suppliers also benefited from the upward price of raw materials. Tianfeng Securities point of view said that the diversified demand of the lithium industry can iron out the fluctuation of the downstream demand of new energy vehicles, the upstream and downstream resonance of the lithium battery subdivision industry chain, and the industry prosperity channel is opening.