[10.28 Lithium Express] the net profit of 35 lithium battery industry companies increased in the first three quarters compared with the same period last year | Enjie shares: plan to cooperate with Yuxi Municipal Government to build a lithium battery indust

Publicado: Oct 28, 2021 09:58
Fuente: SMM
[10.28 Lithium Express] the net profit of 35 lithium battery industry companies increased in the first three quarters compared with the same period last year | Enjie shares: plan to work with Yuxi Municipal Government to build a lithium battery industry base | Penghui Energy: 24.08% stake in Shida Technology to be acquired and resume trading on October 28 | Yiwei Lithium Energy: the net profit in the third quarter increased by 24% compared with the same period last year. It is proposed to set up a joint venture with China Science and Technology Electric Co., Ltd. | Shanshan shares: net in the third quarter Profit increases by 1035% year-on-year lithium materials business increases greatly | Mercedes-Benz new energy vehicles will use lithium iron phosphate batteries

[35 lithium battery industry companies' net profit increased in the first three quarters compared with the same period last year] with the rapid development of the new energy vehicle industry, the demand for lithium battery has increased significantly, and the performance of listed companies in the industry in the third quarter is outstanding. Data show that by the close of trading on October 27, 43 of the 79 lithium battery companies had disclosed third-quarter results, accounting for 54%. Among them, 35 companies achieved a year-on-year increase in net profit in the first three quarters, accounting for about 81%. Caixin Securities believes that in the first three quarters of 2021, the leading enterprises in all links of lithium power are basically in a state of full production, the demand growth of the whole industry chain is deterministic, the prosperity will be further improved, and a new round of power battery production dividend may last 3-5 years. With the solution of the shortage of chips, the purchase demand of electric vehicles will be released centrally.

[Penghui Energy: plans to acquire 24.08% stake in Shida Technology to resume trading on October 28] Penghui Energy disclosed its asset restructuring plan, and the company plans to issue shares to Wu Aishen, Luo Xinyao and Huafei to buy its 12%, 9.09% and 2.98% shares in Shida Technology, respectively. The company currently holds a 69.54% stake in Shida Technology, which will increase by 24.08% upon completion of the transaction. At present, the valuation and trading price of Shida Technology have not yet been determined. Shida Technology's main products are high-ratio power-to-power lithium-ion batteries, this transaction will enhance the company's market competitiveness in automotive emergency start-up power, e-cigarettes and other fields. The company's shares resumed trading on October 28.

[Enjie shares: plans to cooperate with Yuxi Municipal Government to build Lithium Battery Industry Base] Enjie Stock announcement signed a "Strategic Cooperation Framework Agreement" with Yuxi Municipal Government, stipulating that both sides should cooperate. Through the development and utilization of lithium, nickel and other mineral resources in Yuxi, we will jointly introduce battery materials and battery production enterprises in Yuxi, including but not limited to battery positive and negative materials, separators, electrolytes and other battery production enterprises. To build a new energy battery industry chain industry system based on power battery, energy storage battery and consumer battery manufacturing in Yuxi within 3 to 5 years, and build a domestic first-class lithium battery industry base.

[Yiwei LiNeng: net profit in the third quarter increased by 24% compared with the same period last year.] Yiwei LiNeng announced that the operating income in the first three quarters was 11.448 billion yuan, an increase of 114.39% over the same period last year, and the net profit was 2.216 billion yuan, an increase of 134.18% over the same period last year. The net profit in the third quarter was 721 million yuan, an increase of 23.7% over the same period last year. At the same time, it is announced that it intends to set up a joint venture with China Science and Technology Electric with a registered capital of 1 billion yuan, of which the company subscribes 400 million yuan to hold 40% equity. The joint venture will focus on manufacturing negative materials and give priority to supply to the company and its subsidiaries. The project plans to invest 2.5 billion yuan and has an annual production capacity of 100000 tons of anode materials, which will be built in two phases. Note: the net profit of Yiwei Lithium Energy Q2 is 848 million yuan. Based on this, the net profit decreased by 15% in the third quarter compared with the previous quarter.

[Shanshan shares: net profit in the third quarter increased by 1035% compared with the same period last year] Shanshan shares announced that the net profit in the third quarter was 2.014 billion yuan, an increase of 1034.67% over the same period last year; the net profit in the first three quarters was 2.774 billion yuan, an increase of 899.29% over the same period last year. Benefiting from the continuous improvement of the prosperity of the new energy vehicle industry and the strong downstream demand, the company's lithium materials business sales and profitability increased significantly compared with the same period last year.

[Mercedes-Benz new energy vehicles will use lithium iron phosphate batteries] Daimler Group CEO Ola K ä llenius said on Wednesday that Mercedes-Benz, the company's luxury car division, will switch to cheaper and lower-power lithium iron phosphate batteries in entry-level new energy vehicles.

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[10.28 Lithium Express] the net profit of 35 lithium battery industry companies increased in the first three quarters compared with the same period last year | Enjie shares: plan to cooperate with Yuxi Municipal Government to build a lithium battery indust - Shanghai Metals Market (SMM)