On the evening of January 10th, Beitri (835185), the market capitalization "No.1 Brother" of the Beijing Stock Exchange, issued an annual performance notice for 2021: the company's expected performance in 2021 is higher than the same period last year, and the net profit belonging to the shareholders of the listed company is about 1.35 billion-1.55 billion yuan!
As the net profit belonging to shareholders of listed companies in the same period last year was 495 million yuan, it increased by 173.00% 213.44% in 2021.
The announcement said that during the reporting period, the downstream lithium battery market continued to boom, the market demand for battery materials further increased, and the company's sales of positive and negative materials increased rapidly. Booming production and sales make the current performance of the company achieve a substantial increase compared with the same period last year.
Beitre is the leading manufacturer of negative materials in the world, with overseas customers such as Panasonic, Samsung, SKI, LG and domestic customers such as Ningde Times and BYD.
According to the forecast of EVVolumes, domestic sales of new energy passenger vehicles are expected to reach 6 million in 2025, and global sales of new energy passenger vehicles are expected to reach 18 million, corresponding to an average annual growth rate of 44% from 2021 to 2025. The global demand for power batteries in 2025 is expected to be 919.4GWH, which will approach or even exceed 1TWh. there is still great potential for power batteries in the future.
With the growth of market demand, Bertre is also expanding production aggressively. Since the beginning of 2021, Bertre has carried out a number of overseas investment projects, including 50, 000 tons of high-end artificial graphite anode materials, 120000 tons of negative needle coke production line, 80, 000 tons of high-end artificial graphite negative electrode integrated production line, 50, 000 tons of lithium battery high-nickel positive material project and other expansion projects.
In the secondary market, the highest price of Bertre this year reached 198.08 yuan per share, with a maximum market capitalization of 96.069 billion yuan, once close to the market capitalization of 100 billion yuan.
Due to the recent correction of individual stocks in the new energy industry, Beitre can not avoid it. As of January 12, Bertre closed at 144.20 yuan per share, with a total market capitalization of 69.937 billion yuan.
