[4.15 Lithium Express] Tianci Materials and other companies reported good results in the first quarter on the same day. Yu Chengdong expects that if Shanghai cannot resume work and production in May, the automobile industry will completely stop production.

Publicado: Apr 15, 2022 09:55
[4.15 Lithium Express] Li Yongxing material: the proven reserves of Baicheng Village Huashan porcelain Mine can support the annual production capacity of 30,000 tons of battery-grade lithium carbonate after the second phase is put into production. Zhongliao Science and Technology: the base of the company's lithium film industry is full of production and sales. The net profit of 1.498 billion yuan in the first quarter increased by 422.19% over the same period last year. Fenzhong Mineral Resources: net profit in the first quarter increased by 830.39% compared with the same period last year. Li Rongjie shares: net profit in the first quarter increased by 12385% Mel 15159% compared with the same period last year. Yu Chengdong: if Shanghai cannot resume work and production, the automobile industry will completely stop production after May.

[Yongxing material: the proven reserves of Baishicun Huashan porcelain stone mine can support the annual production capacity of 30,000 tons of battery-grade lithium carbonate after the second phase is put into production] Yongxing material said on the interactive platform that the company's controlled Baishicun Huashan porcelain stone mine, the proven reserves can support the annual production capacity of 30,000 tons of battery-grade lithium carbonate after the second phase is put into production. In the future, the company will do a good job in increasing the reserves of mine resources in advance according to the further expansion of lithium carbonate production capacity.

[Sinopec Technology: the base of the company's lithium film industry is full of production and sales] Sinopec said on the interactive platform that with the development of the lithium film industry, the equipment technology level has gradually improved, and the depreciation of single square meters of follow-up projects is expected to continue to decline. At present, the company's lithium film industry base is full of production and sales, with the release of the production capacity of the new production line, the company's manufacturing costs are expected to continue to decline.

[divine material: the first quarter net profit increased by 422.19% over the same period last year.] Tianci material disclosed that the net profit in the first quarter of 2022 was 1.498 billion yuan, an increase of 422.19% over the same period last year. It was announced on the same day that it intends to issue convertible bonds to raise no more than 3.466 billion yuan to be used for projects such as an annual output of 152000 tons of new materials for lithium electricity. In addition, it is proposed to invest in the construction of the "annual production capacity of 300000 tons of iron phosphate project (phase II)" through the holding subsidiary Yichang Tianzhi, with a total investment of 1.005 billion yuan. Small financial note: the net profit of Q4 in 2021 is 655 million yuan, based on which, the net profit increased by 128% in the first quarter of 2022 compared with the previous quarter.

[China Mineral Resources: first quarter net profit is 830.39% higher than the same period last year] China Mineral Resources announced that the company expects to achieve a return net profit of 760 million yuan to 800 million yuan in the first quarter, an increase of 830.39% RMB879.36% over the same period last year. New energy, new materials market demand has increased significantly, the company's main products lithium salt, cesium salt and other rental business production and operation. The newly built 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line reached production in November 2021, and the company completed the reconstruction and expansion of the 6000-ton LiF production line. The release of new production capacity and the rise in the price of lithium products have significantly improved the company's profitability compared with the same period last year. Small financial note: the net profit of Q4 in 2021 is 256 million yuan. Based on this, the net profit in the first quarter of 2022 is expected to increase by 196% 212% compared with the previous quarter.

[Rongjie shares: first quarter net profit increased 12385% over the same period last year 15159%] Rongjie Co., Ltd. announced that it is expected to make a net profit of 225 million yuan to 275 million yuan in the first quarter of 2022, an increase of 12384.74% over the same period last year. 15159.13% The price of upstream materials in the lithium battery industry continues to rise sharply, and the demand for lithium materials and lithium equipment continues to increase, which has had a positive impact on the company's lithium mining business, lithium salt processing and smelting business, and lithium equipment manufacturing business. Small financial note: the net profit of Q4 in 2021 is 41 million yuan. Based on this, the net profit in the first quarter of 2022 is expected to increase by 448% 570% month-on-month.

[Yu Chengdong: if Shanghai cannot resume work and production will be completely halted after May] Huawei's consumer business CEO and smart car BU CEO Yu Chengdong said in a post on WeChat moments today that if Shanghai cannot resume work and production, all technology / industrial industries involving the Shanghai supply chain will completely stop production after May, especially the automobile industry. He said that since mid-April, some companies have begun to shut down their supply chains due to closures such as Shanghai. If this continues, the economic loss / cost of the industry will be great.

Related readings:

Under the incremental support of orders, the start-up situation resumed in March and the output of ternary materials increased by 15% [SMM analysis]

Today, the average price of lithium carbonate fell 1000 yuan to 495000 yuan per ton and the price gap between lithium hydroxide and lithium hydroxide further narrowed [SMM Express]

After stopping production for less than a week, Weilai Hefei plant is gradually resuming production!

The impact of the epidemic on car companies is higher than expected. The impact on downstream demand in April may reach 15-20% [SMM analysis]

Does the "myth" of hexafluorine price of "new players" increase in the hexafluorine market? [SMM analysis]

Ford Motor layout Lithium supply chain bet on DLE Direct Lithium extraction Technology [SMM hotspot]

Declaración de Fuente de Datos: Excepto la información disponible públicamente, todos los demás datos son procesados por SMM basándose en información pública, comunicación de mercado y confiando en el modelo de base de datos interna de SMM. Son solo para referencia y no constituyen recomendaciones para la toma de decisiones.

Para cualquier consulta o para obtener más información, por favor contacte: lemonzhao@smm.cn
Para más información sobre cómo acceder a nuestros informes de investigación, contacte con:service.en@smm.cn
Noticias relacionadas
[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes
hace 12 horas
[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes
Leer más
[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes
[SMM Revisión semanal del mercado de celdas de baterías de almacenamiento de energía 9.3] La escasez de láminas de cobre limita los programas de producción de septiembre, los precios de las celdas de baterías de almacenamiento de energía se mantienen firmes
[Análisis de SMM] Afectada por la escasez de láminas de cobre y el aumento de capacidad de celdas de batería de gran capacidad más lento de lo esperado, se espera que el crecimiento de la producción de celdas de batería de almacenamiento de energía en China y a nivel mundial en septiembre se desacelere al 4,09 % y al 4,25 % intermensual, respectivamente, pero esto no indica un debilitamiento de la demanda de uso final. Las condiciones de oferta y demanda de las celdas de batería de almacenamiento de energía siguen siendo ajustadas, y los precios de las celdas de batería de 314 Ah se mantienen estables. Se espera que los envíos aumenten de manera constante en el futuro, y los precios continúen su tendencia estable al alza.
hace 12 horas
Presidente de CATL: Las ventas de vehículos de nueva energía de China superan los 7,4 millones en el primer semestre y destaca la precisión en la producción de baterías
hace 12 horas
Presidente de CATL: Las ventas de vehículos de nueva energía de China superan los 7,4 millones en el primer semestre y destaca la precisión en la producción de baterías
Leer más
Presidente de CATL: Las ventas de vehículos de nueva energía de China superan los 7,4 millones en el primer semestre y destaca la precisión en la producción de baterías
Presidente de CATL: Las ventas de vehículos de nueva energía de China superan los 7,4 millones en el primer semestre y destaca la precisión en la producción de baterías
El presidente de CATL, Zeng Yuqun, en un discurso por video dirigido a la Conferencia Mundial de Baterías de Potencia 2026, afirmó que en el primer semestre de este año las ventas de vehículos de nueva energía en China superaron los 7,4 millones de unidades, con más de 600 nuevos modelos lanzados, un promedio de casi tres por día. Todos compiten en velocidad, especificaciones y precio, y los ciclos de desarrollo son cada vez más cortos. Señaló que las baterías de potencia requieren una precisión extremadamente alta y tienen muy poca tolerancia al error. En la producción en masa, todos los pequeños problemas se magnifican muchas veces, por lo que cada proceso y cada parámetro deben controlarse estrictamente desde la etapa de diseño, las anomalías deben identificarse con anticipación y debe haber tolerancia cero ante los problemas de calidad.
hace 12 horas
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
hace 13 horas
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
Leer más
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
hace 13 horas