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It's almost 2020! How are the listed companies of lithium batteries doing?
Oct 23,2019 15:30CST
translation
Source:SMM
With the arrival of October, most listed companies have successively announced their first three quarter performance forecasts and performance reports. At the same time, a number of new energy vehicle lithium battery business-related enterprises listed on A shares have been unable to issue their own performance forecasts and quarterly performance reports. Due to the continued downturn in the car market recently, it has spread to the new energy vehicle market. Let the relevant listed companies present a few happy and sad situation.
The content below was translated by Tencent automatically for reference.

SMM10, 23 Jan: with the arrival of October, most listed companies have successively announced their first three quarterly performance forecasts and performance reports, at the same time, a number of new energy vehicle lithium battery business-related enterprises listed in A shares have also unswervingly issued their own performance forecasts and quarterly performance reports, due to the recent continued downturn in the automobile market, and spread to the new energy vehicle market. Let the relevant listed companies present a few happy and sad situation.

Performance of each enterprise in the first three quarters

Xingyuan Technology (mainly engaged in lithium ion battery diaphragm research and development, production and sales)

Recently, lithium battery diaphragm manufacturer Shenzhen Xingyuan material Technology Co., Ltd. (hereinafter referred to as "Xingyuan material" or "Company") released its three quarterly report for 2019. In the third quarter, the company realized revenue of 162 million yuan, up 53.5 percent from the same period last year, down 14.9 percent from the previous month, and realized net profit of 24 million yuan, down 7.57 percent from the same period last year and 75 percent from the previous month. In the first three quarters of this year, the company realized revenue of 515 million yuan, an increase of 21.7 percent over the same period last year, and realized a net profit of 196 million yuan, an increase of 9.45 percent over the same period last year.

New Zeus (the main products are capacitor chemicals and lithium battery chemicals)

In the first three quarters, the company realized revenue of 1.697 billion yuan, an increase of 9.38% over the same period last year, and realized net profit of 239 million yuan, an increase of 15% over the same period last year, and realized net profit of 230 million yuan, an increase of 21.7% over the same period last year. Compared with the 23.46% year-on-year growth of non-net profit deducted by 2019H1, Q3 continued to maintain steady, medium and high growth under the pressure of the new energy vehicle industry in the third quarter. Embodies the extremely strong management ability and the steady management idea. In a single quarter, the company Q3 achieved revenue of 640 million yuan, an increase of 13.31% over the same period last year, an increase of 17.6% over the previous month, and a deduction of 104 million yuan in net profit, an increase of about 20% over the same period last year, and an increase of about 55% over the previous month.

Polyfluoride (the main products are power lithium batteries, mainly used in new energy vehicles, electric bicycles, energy storage systems, power tools, smart grid, etc.)

On October 22, the company released its report for the three quarters of 2019. From January to September 2019, the company realized operating income of 2.978 billion yuan, an increase of 10.49% over the same period last year. The chemical industry has disclosed that the average operating income growth rate of individual stocks in the three quarters is 2.15%. The net profit belonging to the shareholders of listed companies was 97.6393 million yuan, down 42.06% from the same period last year. The chemical industry has reported an average net profit growth rate of-10.33% for each of the three quarters, and the company's earnings per share was 0.14 yuan.

At the same time, the company released the 2019 full year results forecast, 2019-01-01 to 2019-1231 performance: net profit of 13 million yuan to 19.5 million yuan, a decline of 80.28% to 70.42%, the same period last year results: net profit 65.9134 million yuan;

Tianqi Lithium Industry (with the largest ore lithium production capacity in the world)

On October 23, Tianqi Lithium Industry released its report for the three quarters of 2019. From January to September 2019, the company realized operating income of 3.797 billion yuan, down 20.21% from the same period last year. The non-ferrous smelting and processing industry has disclosed that the average operating income growth rate of individual stocks for the three quarters is 8.26%. The net profit belonging to the shareholders of listed companies was 139 million yuan, down 91.74% from the same period last year. The non-ferrous smelting and processing industry has reported an average net profit growth rate of-25.82% for each of the three quarters, and the company's earnings per share was 0.12 yuan. At the same time, the company released the 2019 full year results forecast, 2019-01-01 to 2019-1231 performance: net profit of 80 million yuan to 120 million yuan, down 96.36% to 94.55%, the same period last year results: net profit 2.2001122 billion yuan;

A company that publishes a trailer of results

Ningde era (the world's leading power battery company, ranked in the top three in the world for three years in a row)

October 14, Ningde Times released results forecast, the first three quarters of net profit is expected to be 3.092 billion yuan-3.568 billion yuan, an increase of 30-50% year-on-year. During the reporting period, with the rapid development of the new energy vehicle industry, the market demand for power batteries increased compared with the same period last year; the company strengthened market development, pre-investment cable capacity release, production and sales increased accordingly.

Nandu Power supply (the main business includes communications and data, intelligent energy storage, new energy power full range of products and systems R & D, manufacturing, sales)

On October 14, Nandu Power announced that the net profit attributable to shareholders of listed companies in the first three quarters of 2019 is expected to be 304 million-390 million yuan, down 10-30% from the same period last year; among them, the net profit attributable to shareholders of listed companies in the third quarter was 51.879 million yuan-138.637 million yuan, a year-on-year change of-60.89% to 4.51%.

Enjie Co., Ltd. (long-term commitment to the research and development of lithium battery diaphragm products)

In its forecast for the first three quarters at noon on October 9, the company expects to make a profit of 589 million yuan to 624 million yuan in the first three quarters, up 82.52% to 93.37% from a year earlier. It is worth noting that the company expects to make a profit of 200 million yuan to 235 million yuan in the third quarter, an increase of 23.97% to 45.66% from the same period last year.

Ganfeng Lithium Industry (the company is one of the professional manufacturers with the most complete variety of lithium series products, the longest product processing chain and the most comprehensive process technology in China)

On the evening of October 14, Ganfeng Lithium Industry revised its performance forecast, expected to achieve a net profit of 300-400 million in the first three quarters, compared with a profit of 1.1 billion yuan in the same period last year, with an increase of 387 million-498 million yuan.

Dangsheng Technology (China's leading supplier of cathode materials for lithium-ion batteries)

In the first three quarters of 2019, the company estimated that the consolidated net profit was 210 million yuan-230 million yuan, up 2.27%-12.01% from the same period last year. The main reason for the increase in net profit in the first three quarters of the year was due to the increase in sales of the company's cathode materials business and the increase in net profit compared with the same period last year.

Leading intelligence (leading enterprise in lithium battery equipment industry, engaged in high-end automatic lithium power equipment business)

Net profit for the first three quarters of 2019 is expected to be 6.02-711 million yuan, up 10-30 per cent from a year earlier. Of this total, net profit is expected to reach 2.2-286 million yuan in the third quarter, an increase of about 30 percent over the previous year.

Yiwei Lithium Energy (the largest supplier of lithium primary batteries in China)

On October 8, Yiwei Lithium issued an announcement revising its forecast for the first three quarters of 2019. From January 1 to September 30, the net profit of Yiwei Lithium is expected to reach 11.38-1.171 billion yuan, an increase of 200.58%-209.29% over the same period last year. 58%-209.29%, and the third quarter is expected to achieve a profit of 6.38-671 million yuan, an increase of 190%-205% over the same period last year.

Cold sharp cobalt industry (the company is mainly engaged in metal cobalt powder and other cobalt products research and development, production and sales)

The cold sharp cobalt industry is expected to lose 38 million yuan to 42 million yuan in the first three quarters of 2019, compared with a net profit of 701.3337 million yuan in the same period last year. The third quarter of 2019 is expected to make a profit of 34.5272 million yuan to 38.5272 million yuan, down 77.67% and 79.99% compared with the same period last year.

Penghui Energy (mainly engaged in lithium battery and lithium iron battery business, lithium battery business accounts for a large proportion of revenue)

Recently, Penghui Energy's first three-quarter results forecast that during the reporting period, the company's net profit is expected to reach 256 million yuan-283 million yuan, the expected results are basically the same as the previous year. Of this total, the third quarter is expected to make a profit of 119 million yuan to 146 million yuan, an increase of 5.04 percent to 28.73 percent over the same period last year. In addition, the deducted non-net profit in the first three quarters is expected to reach 242 million yuan-269 million yuan, an increase of 12 to 24 percent over the same period last year.

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