The net profit in the first quarter surged nearly 24 times compared with the same period last year. Six times phosphorus chemical Daniel stock high callback over 60% lithium hexafluorophosphate raw material project profit sustainability?

Shimizu has risen 6.69 times since its lowest point in February last year, but the pullback has also been brutal, falling 61% since its peak in November.

On Friday, the phosphorus chemical sector ranked among the top three of the two cities, while Chuanjinuo, Liukuo Chemical, Hongda shares and Xingfa Group closed by the daily limit, while Shimizuyuan hit the limit.

On the news side, the Ministry of Industry and Information Technology, the National Development and Reform Commission and other six departments recently issued guidance on promoting the high-quality development of the petrochemical industry during the 14th five-year Plan. It is suggested that new production capacity in oil refining, ammonium phosphate, calcium carbide, yellow phosphorus and other industries should be strictly controlled, new production capacity of (polyvinyl chloride) for mercury use should be prohibited, and the withdrawal of inefficient and backward production capacity should be accelerated. Western Securities Research News pointed out that at present, domestic phosphate rock resources are facing shortage pressure, and with the joint restrictions of various supply-side control measures, such as carbon neutralization, double control of energy consumption, production capacity indicators, and so on, some enterprises with leading resource endowment layout will show stronger competitiveness.

Clearwater released its latest first-quarter performance forecast this afternoon, with a net profit of 66 million yuan to 85 million yuan in the first quarter, an increase of 1818.27% and 2370.50% over the same period last year, mainly due to the increase in sales and unit prices of water treatment chemicals and derivatives, the main products. The net profit of Q4 in 2021 is 90.05 million yuan, based on which, the net profit of Q1 decreased by 6% Mui 27% compared with the previous year.

In addition, in January, the company announced that it planned to build the PCl truck project, which is expected to have the largest PCl production line in the country of 100000 tons after landing. It is reported that PCl powder is the raw material for the production of lithium hexafluorophosphate, which is one of the most critical materials in the lithium battery industry, and it is difficult to approve and scarce.

From September to November last year, Clearwater's share price quadrupled in two months. The company has the production and sales license of PCl, one of the raw materials of organic phosphine water treatment agents, and PCl is also one of the core materials of lithium hexafluorophosphate. At present, the company's old plant has an annual production capacity of 60,000 tons of PCl, while the new plant has an annual capacity of 100000 tons of PCl capacity for the expansion project of 180000 tons of water treatment agent.

Public data show that the main business of Clearwater is the research and development, production and sales of water treatment agents. The main products include more than 60 kinds of products in eight series, such as scale inhibitor, dispersant, scale and corrosion inhibitor, germicidal and preservative, textile printing and dyeing auxiliaries, papermaking auxiliaries, etc.

For the future price trend of lithium hexafluorophosphate, the market is divided at present. According to industry insiders, the price of lithium hexafluorophosphate is expected to remain high this year. Because the price rise of lithium hexafluorophosphate since last year is mainly caused by the superposition of resource prices and strong demand expectations, and the price increase of major raw materials fluorine and lithium is also due to currency oversupply, so it is difficult for prices to meet the inflection point this year. Second, the market expects the development of new energy vehicles to continue to improve this year, which will lead to an increasingly tight supply.

However, some people in the industry said that although the prices of all materials in the entire lithium industry chain, including lithium hexafluorophosphate, will remain high in the first half of the year, with the production of various enterprises in the future, the price and gross profit margin of lithium hexafluorophosphate will return to normal as positive.

It is worth noting that the seller's "little interest" in clean water, a recent brokerage research report can be traced back to as far away as July 22, 2019.