GEM Forecasts 60%-85% Increase in Net Profit for First Half of 2024 Driven by Strong Sales and Dual-Track Business Model

๊ฒŒ์‹œ๋จ: Jul 11, 2024 21:10
[GEM: Expected Net Profit to Increase by 60%-85% in the First Half of the Year] According to the Caixin Global report on July 10th, GEM announced that it expects its net profit for the first half of 2024 to be between 661.3826 million yuan and 764.7236 million yuan, representing a year-on-year increase of 60% to 85%. In the first half of 2024, the company experienced a significant increase in production capacity and market demand, resulting in robust sales. The company's dual-track business model of "urban mining + new energy material manufacturing" saw strong momentum, with the average utilization rate of its core products, including ternary precursors, cobalt products, and nickel products, reaching over 98%, and its gross profit margin improving comprehensively.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์ธ๋„๋„ค์‹œ์•„, DHE SDA ์™„ํ™” ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ ํ™•์ •
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ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์ธ๋„๋„ค์‹œ์•„, DHE SDA ์™„ํ™” ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ ํ™•์ •
๋” ๋ณด๊ธฐ
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์ธ๋„๋„ค์‹œ์•„, DHE SDA ์™„ํ™” ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ ํ™•์ •
ใ€SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œใ€‘์ธ๋„๋„ค์‹œ์•„, DHE SDA ์™„ํ™” ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ ํ™•์ •
์ธ๋„๋„ค์‹œ์•„๋Š” 2026๋…„ 9์›” 1์ผ๋ถ€ํ„ฐ ์ˆ˜์ถœ์‹ ๊ณ ์„œ(PPE)์— ์ ์šฉ๋˜๋Š” ์ •๋ถ€๊ทœ์ •(PP) ์ œ21/2026ํ˜ธ ์ œ18A์กฐ์˜ ์‹œํ–‰ ์„ธ๋ถ€์‚ฌํ•ญ์„ ํ™•์ •ํ–ˆ๋‹ค. ์ •๋ถ€๋Š” ๊ฒ€ํ†  ๋Œ€์ƒ ์ˆ˜์ถœ์—…์ฒด 537๊ณณ ์ค‘ ์•ฝ 12%์— ํ•ด๋‹นํ•˜๋Š” 64๊ฐœ ๊ด‘์—… ์ˆ˜์ถœ์—…์ฒด๊ฐ€ ํ˜„์žฌ ์ž๊ฒฉ ์š”๊ฑด์„ ์ถฉ์กฑํ•˜๋Š” ๊ฒƒ์œผ๋กœ ํŒŒ์•…ํ–ˆ๋‹ค. ์ž๊ฒฉ ์š”๊ฑด์„ ๊ฐ–์ถ”๋ ค๋ฉด ์ธ๋„๋„ค์‹œ์•„ ๋ฒ•์ธ(PT)์œผ๋กœ ์„ค๋ฆฝ๋˜์–ด ๊ด‘์—… ๋ถ€๋ฌธ์—์„œ ํ™œ๋™ํ•ด์•ผ ํ•˜๋ฉฐ, ์ง€์ • ๊ตญ๊ฐ€์ธ ๋ฏธ๊ตญ, ์ค‘๊ตญ, ํ™์ฝฉ, ํ˜ธ์ฃผ ๋˜๋Š” ์บ๋‚˜๋‹ค ๊ตญ์ ์˜ ์ฃผ์ฃผ๊ฐ€ ์ตœ์†Œ 10% ์ด์ƒ์˜ ์ง€๋ถ„์„ ๋ณด์œ ํ•ด์•ผ ํ•œ๋‹ค. ์ž๊ฒฉ ๋ชฉ๋ก์€ ๋งค์›” ๊ฒ€ํ† ๋œ๋‹ค. ์ •๋ถ€๋Š” ๋˜ํ•œ ์ œ18A์กฐ์— ๋”ฐ๋ฅธ ์ฒœ์—ฐ์ž์› ์ˆ˜์ถœ์™ธํ™”(DHE SDA) ์˜ˆ์น˜๋ฅผ ์œ„ํ•ด 15๊ฐœ ์™ธ๊ตญํ™˜์€ํ–‰์„ ์ง€์ •ํ–ˆ์œผ๋ฉฐ, ์—ฌ๊ธฐ์—๋Š” ๊ตญ์˜์€ํ–‰ 5๊ณณ๊ณผ ๋น„๊ตญ์˜์€ํ–‰ 10๊ณณ์ด ํฌํ•จ๋œ๋‹ค. ์ด๋ฅผ ํ†ตํ•ด ์ž๊ฒฉ์„ ๊ฐ–์ถ˜ ์ˆ˜์ถœ์—…์ฒด๋Š” ์ง€์ •๋œ ๋น„๊ตญ์˜์€ํ–‰์— ์˜๋ฌด์ ์œผ๋กœ ์˜ˆ์น˜ํ•ด์•ผ ํ•˜๋Š” DHE SDA๋ฅผ ์˜ˆ์น˜ํ•  ์ˆ˜ ์žˆ์–ด ์ˆ˜์ถœ๋Œ€๊ธˆ ๊ด€๋ฆฌ์˜ ์œ ์—ฐ์„ฑ์ด ํ™•๋Œ€๋œ๋‹ค.
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๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
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๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋” ๋ณด๊ธฐ
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋ฐ์ดํ„ฐ: ์ƒํ•˜์ด์„ ๋ฌผ๊ฑฐ๋ž˜์†Œ(SHFE), ๋‹ค๋ก„์ƒํ’ˆ๊ฑฐ๋ž˜์†Œ(DCE) ์‹œ์žฅ ๋™ํ–ฅ (9์›” 3์ผ)
๋‹ค์Œ ํ‘œ๋Š” 2026๋…„ 9์›” 3์ผ SHFE์™€ DCE์˜ ์ฒ ๊ธˆ์† ๋ฐ ๋น„์ฒ ๊ธˆ์† ๋™ํ–ฅ์„ ๋ณด์—ฌ์ค๋‹ˆ๋‹ค.
6์‹œ๊ฐ„ ์ „
๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์—๋„ ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๋‚ฎ์€ ์œ ๋™์„ฑ์œผ๋กœ ์–ด๋ ค์›€ ๊ฒช์–ด
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๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์—๋„ ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๋‚ฎ์€ ์œ ๋™์„ฑ์œผ๋กœ ์–ด๋ ค์›€ ๊ฒช์–ด
๋” ๋ณด๊ธฐ
๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์—๋„ ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๋‚ฎ์€ ์œ ๋™์„ฑ์œผ๋กœ ์–ด๋ ค์›€ ๊ฒช์–ด
๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ ๋ฐ˜๋“ฑ์—๋„ ๊ณ ํ’ˆ์œ„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ๊ณผ ๋‚ฎ์€ ์œ ๋™์„ฑ์œผ๋กœ ์–ด๋ ค์›€ ๊ฒช์–ด
[SMM ๋‹ˆ์ผˆ ํ”Œ๋ž˜์‹œ] 9์›” 3์ผ ๋‰ด์Šค: ๋‹ˆ์ผˆ ๊ฐ€๊ฒฉ์ด ๋ฐ˜๋“ฑํ–ˆ์Œ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ , ๊ณ ์ˆœ๋„ NPI ์‹œ์žฅ์€ ์•ฝํ•œ ํŽ€๋”๋ฉ˜ํ„ธ์„ ๋ฐ˜์ „์‹œํ‚ค๊ธฐ ์–ด๋ ต๊ณ  ์‹œ์žฅ ์œ ๋™์„ฑ์ด ๋ถ€์กฑํ•˜๋‹ค. ์ฒ ๊ฐ•์—…์ฒด๋“ค์€ ์—ฌ์ „ํžˆ ์ˆ˜์šฉ ๊ฐ€๋Šฅํ•œ ๊ฐ€๊ฒฉ ์ˆ˜์ค€์„ ๋‚ฎ์€ ์ˆ˜์ค€์œผ๋กœ ์œ ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์—…์ŠคํŠธ๋ฆผ ์˜คํผ์™€ ์ฒ ๊ฐ•์—…์ฒด์˜ ์‹ฌ๋ฆฌ์  ๊ฐ€๊ฒฉ ์ˆ˜์ค€ ์‚ฌ์ด์—๋Š” ์ƒ๋‹นํ•œ ๊ฐ€๊ฒฉ ์Šคํ”„๋ ˆ๋“œ๊ฐ€ ๋‚จ์•„ ์žˆ๋‹ค. ๊ณ ๋‹ˆ์ผˆ ๋‹จ์œ„ ํ™”๋ฌผ์˜ ํ”„๋ฆฌ๋ฏธ์—„์€ ํ˜„์ €ํžˆ ์ถ•์†Œ๋˜์—ˆ์œผ๋ฉฐ, ๋Œ€๋ถ€๋ถ„์˜ ๊ธฐ๊ด€๋“ค์€ ์—ฌ์ „ํžˆ ์„ ๋ฌผ ์‹œ์žฅ์— ๋Œ€ํ•ด ์•ฝ์„ธ ์ „๋ง์„ ์œ ์ง€ํ•˜๊ณ  ์žˆ๋‹ค.
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[GEM: Expected Net Profit to Increase by 60%-85% in the First Half of - Shanghai Metals Market (SMM)