On September 15, Yan'an Bikang (002411) announced that Jiujiujiu Technology, a subsidiary of the company, signed a long-term strategic cooperation agreement with Yienke Battery to negotiate and determine the supply and purchase of lithium hexafluorophosphate products.
According to the announcement, Jiujiu Science and Technology has promised to supply no less than 720 tons in 2022, not less than 3600 tons in 2023, not less than 6000 tons in 2024, and no less than 6000 tons in 2025 on the premise that the products meet the requirements of product technical parameters and the price is competitive in the market.
It is reported that Yienke battery is a national leading lithium battery electrolyte R & D, production and sales enterprise, with advanced technology and rich experience in the field of new energy electrolyte related products. Yan'an Bikang holding subsidiary Jiujiujiu Technology is one of the earliest leading enterprises engaged in the research and production of lithium hexafluorophosphate in China.
Yan'an Bikang said that the two sides have established long-term and stable cooperative relations based on the principles of friendly cooperation, equality and mutual benefit, market operation, complementary advantages and win-win cooperation. On the other hand, it also helps to speed up the realization of the company's strategic layout, further improve the company's industrial layout, enhance the competitiveness of the company's new energy sector business, improve the company's profitability, and promote the company's sustained, healthy and steady development.
The battery network noted that the supply and demand pattern of lithium hexafluorophosphate is still tight. Yan'an Bikangzi's product lithium hexafluorophosphate exceeded 450000 yuan / ton in September, compared with about 70, 000 yuan / ton in the same period last year, an increase of more than 500%.
In addition, since the beginning of this year, the phenomenon of electrolyte enterprises grabbing orders is obvious. Jiujiu Technology has signed long-term cooperation agreements with a number of enterprises on lithium hexafluorophosphate.
On July 19, Jiujiu Technology signed a "long-term Cooperation Agreement" with Shenzhen BYD supply chain Management Co., Ltd. (hereinafter referred to as "BYD supply chain"). According to the agreement, BYD supply chain and Jiujiu Technology negotiated to determine the supply and purchase of lithium hexafluorophosphate products. Jiujiu science and technology commitment: under the premise that the products meet the product technical parameters, quality requirements and market competitiveness, the supply will not be less than 1150 tons from July to December in 2021, not less than 3360 tons in 2022, and not less than 3360 tons in 2023.
August 14, Jiujiu Technology and Enchem Co.,Ltd. Sign the long-term Strategic Cooperation Agreement. According to the agreement, the two sides negotiate to determine the supply and purchase quantity of lithium hexafluorophosphate products. Jiujiu Science and Technology commitment: under the premise that the products meet the requirements of product technical parameters and the price is competitive in the market, the supply will not be less than 432 tons from July 2021 to December 2022, not less than 1200 tons in 2023, and not less than 4800 tons from January 2024 to December 2025.
According to statistics, by 2026, the above two long orders have been locked in 99 years of technology lithium hexafluorophosphate more than 14300 tons.
Recently, Yan'an Bikang said in response to questions from investors that the current design capacity of lithium hexafluorophosphate products produced by Jiujiujiu Technology, a subsidiary of the company, is 5000 tons / year. After energy saving and optimization transformation of the existing production equipment by the technical R & D team, the actual production capacity has reached 6400 tons / year. In addition, the company also said that the company now has sufficient orders for lithium hexafluorophosphate products, continuous full production and sales, and basically no inventory.
According to the performance report, Yan'an Bikang achieved operating income of 3.449 billion yuan in the first half of this year, down 1.64% from the same period last year, while the net profit belonging to shareholders of listed companies was 304 million yuan, up 161% from the same period last year. In the first half of this year, the company's revenue from lithium hexafluorophosphate products reached 670 million yuan, an increase of 480.58% over the same period last In addition, the company expects net profit in the first three quarters of this year to reach 550 million yuan to 600 million yuan, an increase of 4207.51% to 4599.10% over the same period last year.
Jiujiu Technology said that at present, the price of lithium hexafluorophosphate products in the new energy sector continues to rise, which has increased several times compared with the same period last year. According to the current industry situation, the ultra-high profitability of lithium hexafluorophosphate at the present stage, coupled with the stable revenue and profits contributed by other main products, the high performance growth of Jiujiu Technology will have a positive impact on the overall performance of listed companies to a large extent.
Yan'an Bikang also revealed that in the next few years, the structure of scientific and technological products will be dominated by the production and sales of pharmaceutical intermediates, and will be gradually adjusted to the production and sales of lithium hexafluorophosphate, ultra-high molecular weight polyethylene fibers and their products. to achieve a fundamental breakthrough in the adjustment of the company's product structure.
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