
[China Mineral Resources: the company's 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line has been in good condition since it was put into production on August 19, 2021.] China Mineral Resources said on the interactive platform that the company's 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line has been in good condition since it was put into operation on August 19, 2021, of which lithium carbonate began to be sold this month. The company's lithium salt products are of high quality and stable quality, and have been recognized by many listed companies and high-quality enterprises at home and abroad.
[China Mineral Resources: the subsidiary signed the Agreement on termination and termination of the contract] China Mineral Resources announcement, the wholly-owned subsidiary Hong Kong CMC Trading signed the Agreement on termination and termination of the contract with PSC and PLZ with conditions coming into effect, and the two parties agreed to terminate the underwriting Agreement with conditions. The effective date of the Agreement on termination and termination shall be effective from the date of completion of the sale of shares in PLZ by PSC. The underwriting rights for part of the spodumene concentrate and lithium feldspar concentrate of the Arcadia lithium ore project acquired by the Hong Kong China Mining Trade under the underwriting Agreement will be terminated, and PSC will be obliged to pay US $8 million to the Hong Kong China Mining Trade. If the sale of shares in PLZ by PSC fails to complete the transaction, the underwriting Agreement will continue to maintain the status quo.
[Longbai Group: plans to build an annual output of 150000 tons of electronic-grade lithium iron phosphate and other projects] Longbai Group announced that Hubei Baili Wanrun New Energy Co., Ltd., a holding subsidiary of the company, plans to invest 2 billion yuan to invest in the construction of an annual output of 150000 tons of electronic-grade lithium iron phosphate project. Longbai Xiangyang, a wholly-owned subsidiary, plans to invest 1 billion yuan in the construction of a post-treatment project with an annual output of 200000 tons of titanium dioxide. Yunnan Guoti, a holding subsidiary, plans to invest 441 million yuan to build an innovative project to upgrade and transform the titanium sponge production line with an annual output of 10, 000 tons.
[Koda Manufacturing: actively carrying out the extended application of ceramic machine products with orders for lithium salt tunnel kiln] Koda Manufacturing said on the interactive platform that the company is actively carrying out the extended application of ceramic machine products and has orders for lithium salt tunnel kiln. At present, this part of the business is relatively small. Lanke currently has a 20, 000-ton battery-grade lithium carbonate production line, which will produce battery-grade lithium carbonate after the lithium precipitation plant is put into production.
[Tianci material: net profit in 2021 increased by 294% RMB332% year on year] Tianci material announcement, the net profit in 2021 is expected to be 2.1 billion yuan to 2.3 billion yuan, an increase of 294.09% RMB331.62% over the same period last year. The company's sales volume and price of lithium-ion battery electrolyte products have increased significantly compared with the same period last year. At the same time, the company has accelerated production capacity with the help of industry development opportunities, and its competitive advantage is highlighted under the vertical integration strategy. The self-production rate of raw materials of the company's products continues to improve, and the overall profitability is significantly improved. Small financial note: the net profit of Q3 is 771 million yuan. Based on this, the net profit of Q4 is expected to be 546 million yuan-746 million yuan, down 3% from the previous month by 29%.
[Dangsheng Technology: net profit in 2021 is expected to increase by 159% muri 172% compared with the same period last year] Dangsheng Science and Technology announcement, it is expected to make a profit of 1 billion-1.05 billion yuan in 2021, an increase of 159% muri 172% over the same period last year. After the completion of the new capacity, the company put into production at full capacity, and the sales of lithium cathode materials increased significantly in 2021 compared with the same period last year; high nickel products achieved rapid volume, and the overall profitability of the products increased steadily; received money back from Bic Company and the stock price of Zhongke Electric rose, non-recurrent income increased. Small financial note: the net profit of Q3 is 280 million yuan. Based on this, the net profit of Q4 is expected to be 273 million yuan-323 million yuan, with a month-on-month change of-2% 15%.
Related readings:
Lithium metal jumped 80,000 yuan / ton today! Lithium carbonate rose another 5000 yuan to exceed 330000 [SMM Express]
Tsunami risk caused by Tonga volcano eruption Africa-China shipping has not been affected [SMM analysis]
Output of ternary materials in China in December 2021 [SMM data]
2021 net profit of Tianqi shares is expected to increase by more than 145% compared with the same period last year. Revenue from lithium battery recycling plate has risen sharply.
The inventory situation of downstream enterprises before and after the Spring Festival is poor. The price of lithium carbonate is still obviously high [SMM analysis]
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