With the green development push of the government and the continuous improvement of product power, new energy vehicles have embarked on the fast track of rapid development. according to the latest data released by the China Automobile Association, from January to June, the production and sales of new energy vehicles completed 1.215 million and 1.206 million respectively, a year-on-year increase of two times. In the first half of this year, the cumulative sales of new energy vehicles in China have been the same as the level of 2019, and in July, it is expected to surpass the sales of 1.367 million new energy vehicles in 2020.
Judging from the half-year delivery and production and sales data released by car companies one after another, Xiaopeng's delivery volume in the first half of the year has exceeded that of 2020, and the cumulative delivery volume of Lulai in the first half of the year has reached 95.9% of the whole year of 2020. The delivery volume of ideal cars in the first half of the year has more than tripled compared with the same period last year, and the sales of Naha cars in the first half of the year have increased nearly fivefold compared with the same period last year. Sales of BYD New Energy vehicles, the leader of new energy vehicles, reached 81% of last year's total sales in the first half of last year. The total installed capacity of power and storage batteries in the first half of the year was about 12.707 GWH, surpassing the 12.6GWh for the whole of last year.
At the same time, the high prosperity of the new energy vehicle industry has been transmitted to the whole industry chain, and orders in many fields such as batteries, materials, equipment and so on continue to be full.
In May, Nuoli announced that Zhongding Integration, a wholly owned subsidiary of the company, had signed a number of contracts with Fuding Times, a subsidiary of Ningde Times, with a total contract amount of 229 million yuan. Up to now, Zhongding Integration has exceeded its 2021 performance target ahead of schedule.
In June, Yinghe Technology said in the research activity that the company has signed more new orders since the beginning of this year, and the current orders on hand are more full. by the middle of May 2021, the company has signed nearly 4.3 billion yuan for lithium equipment and more than 5.2 billion yuan in hand, and the order quality has been continuously optimized. the main customers include Ningde Times, Honeycomb Energy, Zhuhai Guanyu, Guoxuan Hi-Tech, Yiwei Lithium Energy, LG and so on.
Everbright Securities recently reported that the demand for new energy vehicles has been improving since the beginning of this year, and the production of Jiayuan science and technology lithium industry chain is full.
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Full orders are bound to contribute to high performance. According to the incomplete statistics of Battery Network, at present, in the field of lithium new energy, 37 listed companies have issued pre-happy announcements for performers in the first half of 2021, details are as follows:
Battery raw materials
Grimmy: the net profit in the first half is expected to increase by 120% over the same period last year.
On April 14, Green Mei (002340) said in its quarterly report for 2021 that the company expects a net profit of 471 million yuan to 578 million yuan for the first six months of 2021, an increase of 120% over the same period last year.
Greenmi said that the company's core business ternary precursors and cobalt tetroxide year-round orders are hot, full-year orders.
Tianyuan shares: the net profit in the first half is expected to increase by 726.01% MUE 795.57% over the same period last year.
On April 27th, Tianyuan shares (002386) said in its first quarterly report of 2021 that the company expects a net profit of 270 million yuan to 300 million yuan in the first half of this year, a year-on-year turnround to profit, an increase of 726.01% MUE 795.57%.
Tianyuan shares said that in the first half of this year, the prices of the company's leading products, such as polyvinyl chloride, rose sharply compared with the same period last year; at the same time, the profitability of the company's new polymer materials and titanium dioxide products gradually emerged, resulting in a substantial increase in the company's net profit.
Long Python: net profit is expected to increase by 80% in the first half of the year compared with the same period last year.
On June 14, Longpang Bai Li (002601) issued a half-year performance forecast for 2021. The company expects that the net profit attributed to shareholders of listed companies in the first half of this year will reach 2.327 billion yuan to 2.973 billion yuan, an increase of 80 percent over the same period last year. Basic earnings per share 1.04 yuan per share-1.33 yuan per share.
For the performance pre-increase, long Python-Clark said that during the reporting period, the company's main product titanium dioxide market was in a strong business cycle, the sales price increased more than the same period last year, and the existing titanium dioxide capacity utilization increased. In particular, the chlorination production capacity of the company was effectively released, although the price of raw and auxiliary materials also rose sharply, but the competitive advantage of the company's vertical integration of the whole industry chain fully appeared, promoting the company's net profit to increase significantly compared with the same period last year.
Medium nuclear titanium dioxide: the net profit in the first half is expected to increase by 150% compared with the same period last year.
On June 20, China Nuclear Titanium dioxide (002145) issued a semi-annual performance forecast for 2021. It is estimated that the net profit belonging to shareholders of listed companies in the first half of this year is about 613 million yuan to 735 million yuan, an increase of 150% over the same period last year. 200%.
China Nuclear Titanium dioxide said that the main reason for the growth in performance in the first half of this year was that the market for rutile titanium dioxide, the company's main product, was in a strong business cycle, products were in short supply, and sales prices increased greatly compared with the same period last year.
Vanadium and titanium of Panzhihua Iron and Steel Co., Ltd.: the net profit in the first half of the year is expected to increase
On June 22nd, Vanadium and Titanium (000629) of Panzhihua Iron and Steel Co., Ltd. issued a semi-annual performance forecast for 2021. The company expects its first-half net profit to reach 4.5-530 million yuan, an increase of 426% and 519% over the same period last year
Vanadium and titanium of Panzhihua Iron and Steel Co., Ltd. said that during the reporting period, the titanium dioxide market of the company was in a strong business cycle, and the market of vanadium products continued to improve. The company seized the favorable opportunity of the market and made every effort to make a good connection between production and marketing.
Anada: the net profit in the first half of the year is expected to increase by 100% compared with the same period last year.
On June 28th, Anada (002136) announced that the net profit for the first half of 2021 is expected to be 73.8756 million yuan to 92.3445 million yuan, an increase of 100% and 150% over the same period last year.
With regard to the reasons for the substantial increase in performance, Anada said: first, the market demand for titanium dioxide continues to improve, product prices have risen significantly compared with the same period last year, and the company has seized the market opportunity to overcome the adverse effects such as rising prices of raw and auxiliary materials, strive to increase plant load, broaden marketing channels, and increase product production and sales compared with the same period last year. Second, the iron phosphate market continues to be booming, and the products are in short supply. The first phase of the 50,000 ton / year iron phosphate expansion project has been completed and put into production, and the output, sales, operating income and profits of iron phosphate have increased significantly compared with the same period last year; third, taking cost control as the core, optimize the production process, control the consumption of each node, steadily improve the rate of first-grade products, and further improve the level of fine management.
Tiannai Technology: the net profit in the first half is expected to increase by 235.41% Mel 357.37% compared with the same period last year.
On July 1, Tiannai Technology (688116) issued a semi-annual performance forecast for 2021, and the company expects the net profit attributed to the owner of the parent company in the first half of the year to be 110 million yuan to 150 million yuan, an increase of 77.2039 million yuan to about 117 million yuan compared with the same period last year. An increase of 235.41%, 357.37%, compared with the same period last year.
Tiannai Technology said that in the same period last year, due to the influence of COVID-19 's epidemic situation, the company's downstream demand was insufficient, the company's business returned to normal this year, and downstream customer demand growth was strong, and the sales of the company's main business products were good. Sales revenue all achieved year-on-year growth, which also led to a year-on-year increase in net profit belonging to shareholders of listed companies.
* ST Salt Lake: the net profit in the first half is expected to increase by 44.69% Mel 59.15% over the same period last year.
On July 6, * ST Salt Lake (000792) issued a semi-annual performance forecast for 2021. In the first half of this year, the company expects to achieve a net profit of 2 billion yuan to 2.2 billion yuan, an increase of 44.69% to 59.15% over the same period last year, and a net profit of 2 billion yuan to 2.2 billion yuan after deducting non-recurring profits and losses, an increase of 38.30% and 52.13% over the same period last year.
* ST Salt Lake said that in the first half of the year, the company's main business KCl production and sales were stable, Lanke Lithium Industry 20, 000 ton project part of the plant has been put into operation, lithium carbonate production increased compared with the same period last year. Affected by the rise in commodity prices, the prices of KCl and lithium carbonate products rose in the first half of the year, and the company's performance improved.
Western Mining: net profit is expected to increase by about 306% year-on-year in the first half
On July 7, Western Mining (601168) issued a semi-annual performance forecast for 2021. The company expects that the net profit belonging to shareholders of listed companies in the first half of this year will increase by about 1.06 billion yuan over the same period last year, an increase of about 306% over the same period last year. The net profit belonging to shareholders of listed companies after deducting non-recurring profits and losses increased by about 1.03 billion yuan over the same period last year, an increase of about 318% over the same period last year.
Western Mining said that in the first half of this year, the Yulong copper industry reconstruction and expansion project was put into production, the output of copper concentrate increased compared with the same period last year, and the market price of non-ferrous metals continued to improve. The price of copper concentrate and zinc concentrate of the company's main products rose sharply compared with the same period last year, and the performance of the current period increased compared with the same period last year.
Jiangxi Copper Industry: net profit in the first half is expected to increase by 301% Mel 331% compared with the same period last year.
Jiangxi Copper (600362) issued a semi-annual performance forecast for 2021 on July 9. In the first half of this year, the company expects to achieve a net profit of 2.99 billion yuan to 3.214 billion yuan belonging to shareholders of listed companies, an increase of 2.245 billion yuan to 2.469 billion yuan compared with the same period last year. An increase of 331% compared with the same period last year.
Jiangxi Copper said that in the first half of the year, the company scientifically organized production to tap potential and increase efficiency. Prices of major products such as copper and sulfuric acid rose sharply compared with the same period last year, promoting performance growth.
Cathode material
Bertre: it is expected that the net profit in the first half of the year will increase by 218.61% MUE 241.37%
On July 5, Bertre (835185) issued a half-year performance forecast for 2021. In the first half of this year, the company expects to make a net profit of 700-750 million yuan, an increase of 218.61% 241.37% over the same period last year.
Bertre said that in the first half of this year, the downstream battery manufacturers in the company's industry increased production, the market demand for battery materials increased rapidly, and the company's sales of positive and negative materials increased significantly, which contributed to a large year-on-year increase in the current performance. In addition, in the first half of the year, the company sold a 100% stake in Bertre (Tianjin) Nanomaterials Manufacturing Co., Ltd. and Jiangsu Bertre Nanotechnology Co., Ltd. and sold lithium iron phosphate-related assets and businesses, which increased the company's net profit.
Baoan, China: net profit is expected to increase by 387.85% in the first half compared with the same period last year.
On July 5, China Baoan (000009) issued a semi-annual performance forecast for 2021, saying that in the first half of this year, the company expects to make a net profit of 660 million yuan to 720 million yuan, an increase of 387.85% and 432.20% over the same period last year.
China's Baoan said its first-half net profit rose sharply from a year earlier, mainly due to a sharp year-on-year increase in net profit in the high-tech sector, second-quarter settlement profits on real estate projects and larger investment gains from the disposal of equity.
Fangyuan Environmental Protection: it is expected that the net profit in the first half of the year will increase by 182.90% over the same period last year.
Fangyuan Environmental Protection estimates that the operating income realized in the first half of 2021 will be between 830 million yuan and 880 million yuan, an increase of 182.90% over the first half of 2020; the net profit belonging to the owner of the parent company will be between 40 million yuan and 45 million yuan, an increase of 867.38% and 988.30% over the first half of 2020; After deducting non-recurring profits and losses, the net profit attributed to the owner of the parent company will be between 39.8 million yuan and 44.8 million yuan, an increase of 733.14% and 837.81% over the first half of 2020.
Baichuan shares: the net profit in the first half is expected to increase by 562.31% Mu 704.23% compared with the same period last year.
On July 5, Baichuan (002455) disclosed the first half of 2021 results forecast, the company expects the first half of the net profit of 70 million yuan-85 million yuan, an increase of 562.31% Murray 704.23%. The increase in performance is due to strong market demand for major products, rising sales prices and sales growth.
Negative electrode material
Xiang Fenghua: the net profit in the first half is expected to increase by 44.19% 62.21% compared with the same period last year.
On July 9, Xiangfenghua (300890) issued a semi-annual performance forecast for 2021. The company expects operating income for the first half of the year to be 381 million yuan, an increase of 81.00% over the same period last year. Net profit belonging to shareholders of listed companies is 40 million to 45 million yuan, up 44.19% to 62.21% over the same period last year. Net profit after deducting non-recurring profits and losses was 35 million to 40 million yuan, an increase of 35.50% to 54.86% over the same period last year.
Xiang Fenghua said that with the domestic epidemic under effective control, under the guidance of the country's policy to vigorously develop the new energy vehicle industry, the demand for new energy vehicles continues to rise, with a significant growth rate. Downstream battery manufacturers in the company's industry stepped up production and the demand for the company's anode materials increased significantly, leading to a steady increase in revenue in the first half of 2021. In addition, the prices of upstream raw materials such as petroleum coke and needle coke and outsourcing graphitization processing fees have risen sharply, affecting the growth of profits.
Lithium diaphragm
Enjie shares: it is expected that the net profit in the first half of the year will increase by 211.15% Rue 239.15%
On June 30, Enjie shares (002812) issued a semi-annual performance forecast for 2021, and the company expects the net profit attributable to shareholders of listed companies to reach 1 billion yuan to 1.09 billion yuan in the first half of the year, an increase of 211.15% and 239.15% over the same period last year.
Enjie said that the substantial improvement in the first half of the year was mainly due to the continuous improvement in the production capacity of the wet lithium battery separator, the continuous consolidation of its competitive advantage, and the company's tight grasp of the industry development opportunities of the lithium battery separator business, continued to open up markets at home and abroad, and the output and sales volume of the wet lithium battery separator continued to grow steadily.
Sinopec Technology: the net profit in the first half is expected to increase by 100% compared with the same period last year.
On July 5, Sinopec Technology (002080) disclosed a half-year performance forecast for 2021, and the company expects the net profit attributable to shareholders of listed companies in the first half of 2021 to be about 1.789 billion yuan to 1.968 billion yuan, an increase of 100% Mu 120% over the same period last year; basic earnings per share are 1.0663 yuan to 1.1730 yuan.
The performance forecast shows that in the first half of this year, all industries of Sinopec have achieved profits, and the growth trend is good. Among them, lithium battery diaphragm business, in the context of strong industry demand, the company accelerated industrial integration and management integration, the yield of main products and production efficiency showed a trend of improvement, and the profit of lithium film industry increased significantly compared with the same period last year.
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