After trading on November 15, Dofudo (002407) announced that the company recently signed a "strategic cooperation agreement" with Shenzhen BYD supply chain Management Co., Ltd. (hereinafter referred to as "BYD"). BYD intends to purchase lithium hexafluorophosphate products with a total quantity of not less than 56050 tons from the company within the validity period of the cooperation agreement.
On November 10th, the company's subsidiary Henan Nonferrous Metals Industry Co., Ltd. (referred to as "Henan Nonferrous Metals") recently announced the signing of a major contract for daily operation with EnchemCo.,Ltd.. Signed the purchase Agreement, EnchemCo.,Ltd. It is planned to purchase lithium hexafluorophosphate products with a total amount of not less than 1 billion yuan from Henan Nonferrous in the next three years.
The company recently signed three product sales contracts with customers, and the supply of lithium hexafluorophosphate will not be less than 9960 tons. Specifically, the company signed a "long-term cooperation agreement" with BYD, which purchased lithium hexafluorophosphate with a total quantity of not less than 6460 tons; the company signed a "sales contract" with Funeng Technology, which purchased lithium hexafluorophosphate with a total quantity of not less than 1700 tons from the company; and Henan Nonferrous Metals Industry Co., Ltd., a subsidiary of the company, and EnchemCo.,Ltd.. Signed the purchase Agreement, EnchemCo.,Ltd. Purchase 1800 tons of lithium hexafluorophosphate from Henan Nonferrous.
According to the research report released by Everbright Securities, the existing lithium hexafluorophosphate production capacity is 15000 tons / year, ranking second in the country. In terms of follow-up planning, the company will put in a further 20, 000 tons / year lithium hexafluorophosphate capacity in 2022, including two capacity projects built in the company's headquarters totaling 15000 tons / year. at the same time, it also includes a 5000 ton / year capacity project built in cooperation with Yuntianhua in Kunming, Yunnan Province. At the same time, in order to further expand the company's market advantage in lithium hexafluorophosphate, the core lithium electricity material, the company also announced in July that it would raise 5.15 billion yuan to invest in the construction of 100000 tons / year lithium hexafluorophosphate, 40, 000 tons / year LiFSI and 10, 000 tons / year lithium difluorophosphate, which is expected to reach production by the end of 2025. On the basis of planning to expand the production of lithium hexafluorophosphate, the company further expands the production of LiFSI, a new lithium salt product, which on the one hand reflects the company's leading advantage in product technology, on the other hand, it also reflects the forward-looking layout of the company in grasping the development direction of the industry. With the further development of battery technology in the future, the market of new lithium salts such as LiFSI is expected to continue to heat up.
Everbright Securities analysis said that the price of lithium hexafluorophosphate continues to rise, and the advantage of multi-fluorine and multi-cost is becoming more and more obvious. Superimposing the continuous expansion of the company's subsequent production capacity and the relevant layout of the new product business, the company's profitability will continue to grow rapidly.
According to the three-quarter report previously released by Polyfluorodo, due to the increase in the volume and price of new materials and the increase in revenue, the company achieved operating income of 5.307 billion yuan in the first three quarters of this year, an increase of 85.36 percent over the same period last year; the net profit belonging to shareholders of listed companies was 737 million yuan, an increase of 5316 percent over the same period last year.
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