Lithium electricity "big explosion" 2021! The performance of 27 lithium power enterprises is expected to increase by more than 2000%! [special topic on SMM]

SMM January 21: 2021 has passed, recently, many enterprises have issued their 2021 annual performance notice. The lithium industry as a particularly popular track in the past year, a number of enterprises in the industrial chain have also handed in a more eye-catching report card under the rising prices of lithium-related products. SMM has roughly sorted out the pre-growth of the performance of a large number of lithium industry chain enterprises that have issued performance forecasts, and it can be seen from the chart that the performance of two enterprises has increased by more than 2000% in 2021.

Dofurdo:

If asked about the most ferocious lithium materials in 2021, lithium hexafluorophosphate, one of the raw materials of electrolyte, is definitely on the list. In the context of its price repeatedly reaching new highs, SMM adheres to the purpose of providing better service to customers. After a period of precipitation and market research, it has added the spot quotation of lithium hexafluorophosphate. By the end of 2021, the price of lithium hexafluorophosphate rose to 550000 yuan / ton, up 305000 yuan / ton from the beginning of May, and the increase was as high as 124.49% in less than half a year.

"Click to view the historical price of SMM Metals.

It is precisely because of the fierce rise of lithium hexafluorophosphate, the multi-fluorine performance of one of the leading domestic electrolyte enterprises has also been able to take advantage of the wind. Duofudo announced that its net profit attributed to shareholders of listed companies in 2021 is expected to reach 12.3-1.33 billion yuan, which is expected to soar by 2429.7% to 2635.37% compared with the same period last year.

As for the reason for the substantial increase in the company's performance, Duofuoduo explained that during the reporting period, the market demand for the company's new material products based on lithium hexafluorophosphate was strong, and the new production capacity of the company's related products was gradually released. capacity utilization has reached a high level, profitability has been greatly improved.

"the net profit of 2021 is expected to increase by more than 2429%! The profit of polyfluorine and lithium hexafluorophosphate has been greatly increased.

Mount Qomolangma, Tibet:

In addition to polyfluorine, the performance of Mount Qomolangma in Tibet in 2021 is also very eye-catching. As a concept hot stock for extracting lithium from salt lake, Mount Qomolangma in Tibet belongs to the shareholders' net profit of 700 million to 900 million yuan in 2021, an increase of 2188.76% and 2842.69% over the same period last year.

As for the reason for the pre-increase in the company's performance during the reporting period, Mount Qomolangma in Tibet explained that it was mainly because the company's main business had returned to normal. On the one hand, the prices of copper, lead and zinc in the non-ferrous metals industry during the reporting period increased compared with the same period in 2020; on the other hand, in 2021, the production capacity of the company's wholly-owned subsidiary Tazhong Mining Co., Ltd. and the output and sales of concentrate products are in line with the annual production and operation plan.

"2021 performance pre-increase of more than 2188%!" Stimulated by lithium electroheating, the share price of Mount Qomolangma in Tibet has soared by more than 270% this year.

Dow Technology:

According to a statement issued by Dow Technology, the company expects to achieve a net profit of 495 million to 605 million attributable to shareholders of listed companies in 2021, an increase of 717.96% and 899.73% over the same period last year.

Dow Technology said that the strategic layout advantage of the company's new materials will be highlighted in 2021. Benefiting from the booming development of the new energy industry, the industry demand has continued to improve, with sufficient orders for cobalt salts, ternary precursor products and graphene / carbon nanotube conductive agents, product structure optimization, and a significant increase in gross profit margin compared with the same period last year. The volume and price of the products have increased, and the market share of the products has been further expanded.

"the volume and price of battery materials will increase the net profit of Dow Technology by 7-9 times in 2021 compared with the same period last year.

Zangge Mining Industry:

Zangge Mining announced that its net profit in 2021 is expected to reach 14-1.45 billion yuan, an increase of 511.65% to 533.5% from a year earlier.

As for the reasons for the change in the company's performance, Zangge Mining said that, on the one hand, during the reporting period, the sales price of potassium chloride of Golmud Zangge Potash Co., Ltd., a subsidiary of the company, increased compared with the same period last year; on the other hand, the sales volume and sales price of lithium carbonate of the company's secondary subsidiary Golmud Zangge Lithium Industry Co., Ltd. increased sharply compared with the same period last year, which contributed to an increase in operating income and profit of the company.

"in a single day, four lithium power companies achieved 2021 results. Huayou Cobalt pulled up the daily limit, while its net profit rose by more than 500%.

According to the historical price of SMM, the average spot price of domestic battery-grade lithium carbonate rose from 53000 yuan / ton at the beginning of the year to 275000 yuan / ton at the end of the year in 2021, an increase of 418.87 percent during the year.

"Click to view the historical price of SMM Metals.

After entering 2022, the price of lithium carbonate is still "non-stop", almost with an average daily price increase of 5000 yuan / ton continues to rise. SMM research shows that under the influence of the shutdown and overhaul of some lithium salt plants in January, the monthly output of lithium carbonate continued to decline from the previous month, but the demand side continued to rise month-on-month under the support of the three yuan and iron-lithium plates, the supply gap of lithium carbonate continued to enlarge, and it is expected that prices will continue to rise in the future. "View details

Shi Da Shenghua:

Shi Dashenhua announced that it is expected to achieve a net profit of 1.17 billion yuan to 1.25 billion yuan in 2021, an increase of 350.36% Rue 381.15% over the same period last year.

Shi Dashenhua said that the main reasons for the pre-increase in 2021 are: with the rapid growth of the new energy vehicle market, leading to a rapid increase in the demand for upstream battery materials, the sales and revenue of carbonate products have increased greatly compared with the same period last year, and the profit level has increased greatly compared with the same period last year. The company continues to optimize its product structure, and develops SS series products on the basis of S-class carbonate series products, which further improves the company's profitability; the main raw materials upstream of the company's carbonate series products are basically self-supplied, the supply and demand of the C3H6O industry tends to be tight balance in this period, and the competitive advantage of producing carbonate series products by C3H6O method is further enhanced. The company's production equipment continues to reduce cost and increase efficiency, achieve stable and stable production, and further improve the company's cost control ability.

"the demand for battery materials increases rapidly. Shi Da Shenghua expects the net profit to exceed 1.17 billion yuan in 2021.

Rongbai Technology:

According to a statement issued by Rongbai Technology, according to preliminary estimates by the company's financial department, the net profit attributed to shareholders of listed companies is expected to be 890 million yuan to 920 million yuan in 2021, an increase of 677 million yuan to 707 million yuan compared with the same period last year (statutory disclosure data). An increase of 317.71% to 331.79%.

Rongbai Technology said that the main reason for the performance growth is the further increase in the penetration of high-nickel technology routes in new energy vehicle terminals in 2021. Driven by the high demand of downstream customers, the company has accelerated the release of new production capacity, doubled its annual sales compared with the same period last year, and continued to maintain a leading position in the domestic market share of ternary cathode materials. At the same time, the shipments of high nickel polycrystal products remain the market leader, and the shipments of single crystal high energy density products and ultra-high nickel products above 9 series have increased.

"the net profit of Rongbai Technology will increase by more than three times in 2021, and the annual sales of high nickel ternary materials will double compared with the same period last year.

Divine materials:

According to a notice issued by Tianci, the company's net profit in 2021 is expected to reach 21-2.3 billion yuan, an increase of 294.09% over the same period last year.

For the reasons for the changes in the company's performance, Tianci explained that during the reporting period, affected by the strong growth of global new energy vehicle industry and downstream customer demand, the company's lithium-ion battery material electrolyte product sales and prices increased significantly compared with the same period last year. At the same time, the company's competitive advantage is highlighted under the vertical integration strategy, the company's raw material self-production rate continues to improve, and the overall profitability is significantly improved.

"the net profit of Divine material 2021 soared more than 294% compared with the same period last year, and the volume and price of electrolyte products rose simultaneously.

Yongxing material:

According to the 2021 performance forecast issued by Yongxing material, the company expects to achieve a net profit of 872 million-923 million yuan for shareholders of listed companies in 2021, an increase of 238 percent over the same period last year.

For the reasons for the substantial increase in the company's performance, Yongxing material said that during the reporting period, on the basis of the steady development of the special steel new materials business, the production and marketing of lithium new energy business (lithium carbonate) was good, and its profitability was greatly improved. this is also the company's main profit growth point.

Yongxing Materials 2021 net profit soared more than 238% Lithium Carbonate is the "first hero"!

Huayou Cobalt Industry:

For Huayou cobalt, its net profit in 2021 is expected to remain at 3.7 billion yuan to 4.2 billion yuan, up 217.64% 260.56% from the same period last year.

As for the reasons for the substantial increase in performance, Huayou Cobalt explained that the company's demand for new energy lithium materials continued to grow rapidly in 2021, the production and sales of the company's main products increased, product sales prices also continued to rise, and profitability increased significantly.

"in a single day, four lithium power companies achieved 2021 results. Huayou Cobalt pulled up the daily limit, while its net profit rose by more than 500%.

Tianhua Super Clean:

Tianhua Super net estimates that the company's net profit in 2021 is expected to reach 8.9 to 940 million yuan, an increase of 211.20% and 228.68% over the same period last year.

As for the reasons for the performance changes, Tianhua Chaojing said that during the reporting period, with the rapid development of the new energy vehicle industry, the demand for lithium materials was relatively strong. Yibin Tianyi Lithium Industry Science and Technology Co., Ltd. has made a great contribution to the consolidation of the lithium materials project, and the company's net profit has increased compared with the same period last year.

"in a single day, four lithium power companies achieved 2021 results. Huayou Cobalt pulled up the daily limit, while its net profit rose by more than 500%.

Medium ore resources:

According to the 2021 performance forecast of China Mineral Resources, the company expects to achieve a net profit of 500 million to 560 million attributable to shareholders of listed companies in 2021, an increase of 186.92% and 221.35% over the same period last year.

China Mineral Resources said that in 2021, the company's performance increased greatly compared with the same period last year, mainly due to: the company actively promotes the development strategy of new materials in strategic emerging industries around the country, optimizes the product structure of the company's cesium salt business, and continues to expand its application fields. downstream demand to maintain a high degree of prosperity; With the rapid development of the new energy industry and the rising prosperity of the lithium salt industry, the price of lithium salt products continues to rise, the company's lithium salt business production and marketing is good, and the profitability is improved; the company's 25000-ton lithium salt production line was put into production in August 2021, and battery-grade lithium hydroxide products were formed and sold in the fourth quarter, which contributed to the company's annual performance to a certain extent.

"Lithium salt production and sales are on the rise. China Mineral Resources is expected to make a net profit of 500 million to 560 million in 2021.

Jiayuan Technology:

Jiayuan Technology issued a forecast of net profit of 530 million yuan to 603 million yuan in 2021, an increase of 184.25% over the same period last year to 223.56%.

For the reasons for the pre-increase in performance, Jiayuan Technology said that in 2021, the company's initial investment project "5000 tons / year high-performance copper foil technology transformation project for new energy power batteries" reached the expected goal; the company's first annual production line of 5000 tons of high-performance copper foil project, which is built with initial super-raised funds and convertible bond fund-raising funds, has successfully started trial production and stable production.

"Jiayuan Technology is expected to have a net profit of more than 530 million 4.9 billion in 2021.

Bertre:

Beitri, a company listed on the Beijing Stock Exchange, disclosed its annual performance forecast for 2021, showing a profit of 1.35 billion yuan to 1.55 billion yuan in 2021, an increase of 173% Murray 213.44% over the same period last year.

Bertre said that the downstream lithium battery market continued to boom in 2021, the market demand for battery materials further increased, the company's sales of positive and negative materials grew rapidly, and the company's current performance increased significantly compared with the same period last year.

"sales of positive and negative materials are growing rapidly. Beitre's pre-earnings exceeded 1.35 billion in 2021.

Anada:

Anada issued an annual performance forecast for 2021, and the company is expected to make a net profit of 169 million yuan to 202 million yuan in 2021, an increase of 160% over the same period last year.

Anada said that in 2021, the iron phosphate market continued to be booming, and the products were in short supply. The 50,000 tons / year battery-grade iron phosphate expansion project was completed and put into production on schedule, and the output, sales, operating income and profits of iron phosphate all increased significantly compared with the same period last year. In 2021, the rate of high-grade products of the company has been steadily improved, and the level of fine management and control has been further improved.

"Anada expects a net profit of 169 million-202 million yuan in 2021. The 50, 000-ton iron phosphate project has been put into production.

When promoted to science and technology:

Dangsheng Technology announced that the net profit of shareholders belonging to listed companies in 2021 is expected to be 1 billion-1.05 billion yuan, an increase of 159 percent over the same period last year.

As for the reasons for the substantial improvement in the company's performance, Dangsheng Technology explained that, on the one hand, the company put into production at full capacity after the new capacity was completed, and the sales of lithium cathode materials increased significantly in 2021 compared with the same period last year; on the other hand, high nickel products achieved rapid release, the overall profitability of the product increased steadily; in addition, the company also received money back from the company and the stock price of its holdings rose, resulting in an increase in non-recurrent income.

"sales of lithium cathode materials have increased significantly, and the net profit of Dangsheng Technology in 2021 has increased by more than 159% compared with the same period last year.

Pu Tai Lai:

According to the announcement issued by Pu Tailai, the net profit attributable to shareholders of listed companies is expected to be 1.7 billion yuan to 1.8 billion yuan in 2021, an increase of 154.63% to 169.61% compared with the same period last year. Net profit attributable to shareholders of listed companies after deducting non-recurring profits and losses is expected to be 1.6 billion yuan to 1.7 billion yuan, compared with the same period last year (statutory disclosure data), an increase of 156.54% to 172.57%.

With regard to the substantial growth in performance, Pu Tailai said that in 2021, the global new energy lithium-ion battery industry and downstream customer demand grew strongly, the company's production capacity accelerated, comprehensive production capacity and material utilization increased, and the economies of scale of various businesses were gradually reflected. Negative materials and graphitization division, membrane materials and coating business department keep pace with each other to promote the overall business continued to improve.

"anode materials and diaphragms keep pace with Pu Tailai, and the net profit in 2021 is expected to exceed 1.7 billion yuan.

Tianqi Co., Ltd.:

Tianqi shares said in a statement that the company's net profit attributable to shareholders of listed companies in 2021 is expected to be 150 million yuan to 180 million yuan, an increase of 145.71% 194.85% over the same period last year.

As for the reasons for the changes in the company's performance, Tianqi shares said that on the one hand, the overall recovery volume and production capacity of the company's lithium battery recycling plate have been improved, and the product structure has been continuously optimized. On the other hand, due to the rising prices of steel, resin and other commodities, the gross profit space of the company's intelligent equipment plate and heavy industry equipment plate has narrowed.

The 2021 net profit of Tianqi shares is expected to increase by more than 145% compared with the same period last year, and the revenue of lithium battery recycling plate has risen sharply.

Enjie shares:

Enjie shares issued a performance forecast that it is expected to achieve a net profit of 2.66 billion yuan to 2.76 billion yuan belonging to shareholders of listed companies in 2021, an increase of 138.44% to 147.40% over the same period last year. It is estimated that net profits attributable to shareholders of listed companies after deducting non-recurrent profits and losses are 2.557 billion yuan to 2.657 billion yuan, an increase of 158.15% to 168.25% over the same period last year. Basic earnings per share is expected to be 2.98 yuan per share-3.09 yuan per share.

With regard to the substantial growth in performance, Enjie said that in 2021, thanks to the company's 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 development opportunities of the lithium battery separator business, the company continued to open up markets at home and abroad, the output and sales volume of the wet lithium battery separator continued to grow steadily, and the superposition company further strengthened its internal management, effectively improved the efficiency of operation and management, reduced costs and increased efficiency. The overall profit level of the company has improved significantly.

"Wet diaphragm production capacity continues to increase net profit of Enjie shares in 2021 increased by more than 138.44% compared with the same period last year.

Salt Lake shares:

According to a statement issued by Salt Lake, the net profit in 2021 is expected to reach 3.88 billion yuan to 4.28 billion yuan, an increase of 90.24% 109.85% over the same period last year.

For the reasons for the changes in the company's performance, Salt Lake said that the company's main business potassium chloride production and marketing is stable, potassium chloride production of about 5.02 million tons, sales of about 4.65 million tons; lithium carbonate production of about 22700 tons, sales of about 19200 tons. During the reporting period, the market prices of potassium chloride and lithium carbonate products rose, and the company's performance increased significantly compared with the same period last year.

"Lithium Carbonate and potassium Chloride prices go up. Salt Lake shares' net profit soars by more than 2021.

Top Group:

Top Group issues its 2021 results forecast. According to the announcement, Top Group expects to achieve a net profit of 10.5-1.15 billion yuan for shareholders of listed companies in 2021, an increase of 67.83 percent over the same period last year.

As for the reason for the substantial increase in the company's performance during the reporting period, Top Group explained that it was mainly due to the rapid growth of its new energy vehicle business. The company looks forward to seizing the market opportunities of the new energy vehicle industry, continues to expand the intelligent electric related product line, actively expands the international and domestic intelligent electric customer base, and innovates the business model relying on the ability of system research and development and modular supply. promote a substantial increase in the amount of goods supplied by bicycles.

"the net profit of Top Group in 2021 is expected to increase by 67.83%. The new energy vehicle business is growing rapidly.

Dragon Technology:

On the evening of January 10, Longyi Technology issued a forecast of its results for 2021, saying that the company expects to achieve a net profit of 327 million yuan to 359 million yuan belonging to shareholders of listed companies in 2021, an increase of 124 million yuan to 156 million yuan over the same period last year, or 61% of the same period last year. In addition, Changzhou Liyuan New Energy Technology Co., Ltd., the company's holding subsidiary, has been included in the company's consolidated statement since June 2021, with an estimated operating income of 1.889 billion yuan in 2021 and a net profit of 185 million yuan belonging to the owner of the parent company.

According to Dragon Technology, the main reason for the pre-increase in performance is the impact of the main business.

On April 23, 2021, Dragon Technology deliberated and passed the motion on the acquisition of Beitre (Tianjin) Nanomaterials Manufacturing Co., Ltd. And Jiangsu Beit Nano Technology Co., Ltd. and related transactions by its holding subsidiary. Changzhou Liyuan, the company's holding subsidiary, agreed to acquire the 100% equity interest in Tianjin Nano held by Shenzhen Beit Nano Technology Co., Ltd. for 329 million yuan in cash. Buy 100% equity of Jiangsu Nano with 516 million yuan in cash.

On June 11 of the same year, Longyi Technology completed the equity delivery and industrial and commercial change in the acquisition of Tianjin Nano and Jiangsu Nano. Since then, the above-mentioned target company has become a wholly-owned subsidiary of Changzhou Lithium Source and the controlling grandson company of Longyi Technology.

Based on this, Changzhou Liyuan, a subsidiary of Longyi Technology Holdings, is expected to achieve an operating income of 1.889 billion yuan and sales of 30500 tons in 2021, with an estimated net profit of 234 million yuan, of which the net profit attributed to the owner of the parent company is 185 million yuan. The estimated operating income in the fourth quarter of 2021 is 1.21 billion yuan, the sales volume is 15500 tons, and the estimated net profit is 175 million yuan, of which the net profit attributed to the owner of the parent company is 132 million yuan.

Changzhou Lithium Source is included in the Consolidated statement Dragon Technology is expected to make a net profit of 327 million-359 million in 2021.

Shandong Weida:

Shandong Weida disclosed the performance forecast that the company expects the net profit attributed to listed companies to be 320 million yuan to 400 million yuan in 2021, an increase of 25.79% MUE 57.24% over the same period last year.

Shandong Weida said that in 2021, the market demand in the power tools industry was strong, and the company's orders for power tool accessories (such as drill chucks, power tool switches, precision castings, powder metallurgy products, saw blades, etc.) continued to grow, further increasing market share. In addition, the company's new energy sector (such as lithium battery packs, new energy vehicle automatic power stations, etc.) sales increased, profitability improved compared with the same period last year.

"sales of lithium battery packs and replacement power stations increase. Shandong Weida is expected to make a net profit of more than 320 million in 2021.

Xin Wanda:

According to Xinwanda's 2021 performance forecast, the company expects to achieve a net profit of 802 million-962 million yuan belonging to shareholders of listed companies in 2021, an increase of 0% 20% over the same period last year.

Xinwanda said that in 2021, the company's net profit after deducting non-recurring profits and losses increased in the same direction as the same period last year, mainly because the company's overall business plan was carried out in an orderly manner, and with the increase of marketing efforts, the development trend of consumer battery business is better, the sales scale continues to improve, the income of the main business increases steadily, and the improvement of profitability leads to corresponding growth in performance.

"the development trend of consumer battery business is better. Xinwanda is expected to make a net profit of more than 800 million in 2021.

Tianji shares:

Tianji shares announced that the performance in 2021 has successfully turned losses into profits, and the net profit attributed to shareholders of listed companies is 700-750 million yuan.

As for the reasons for the performance changes, Skyline said that Jiangsu Xintai material Technology Co., Ltd. (hereinafter referred to as "Xintai Materials"), a wholly owned subsidiary of the company, mainly engaged in lithium hexafluorophosphate products. During the reporting period, by tapping its internal potential, the production and sales of lithium hexafluorophosphate products increased significantly. At the same time, due to the rapid growth of the new energy vehicle industry, the market demand for lithium hexafluorophosphate increased greatly. Lead to the rise of lithium hexafluorophosphate market sales price, under the influence of double factors, the company's operating efficiency in 2021 is significantly higher than that in 2020.

Tianji shares: expected to turn losses into profits in 2021 Lithium hexafluorophosphate production and marketing are booming

German Nano:

German Nano issued a performance forecast for 2021, saying that the company's net profit belonging to shareholders of listed companies in 2021 is expected to reach 7.6-830 million yuan, a year-on-year turnaround from losses to profits in the same period in 2020.

As for the reasons for the changes in the company's performance, German Nano said that during the reporting period, the company's new production capacity was released, and production and sales increased significantly compared with 2020; the rising prices of upstream raw materials and tight supply and demand in the lithium iron phosphate market have led to a rise in the price of the company's products. At the same time, thanks to the effective promotion of the company's cost control and the emergence of economies of scale, the company's profitability has been greatly improved compared with 2020.

"in a single day, four lithium power companies achieved 2021 results. Huayou Cobalt pulled up the daily limit, while its net profit rose by more than 500%.

Far East shares:

Far East shares issued a profit forecast for 2021, and the company expects to achieve a net profit of 460 million yuan to 550 million yuan belonging to shareholders of listed companies in 2021, which will turn losses into profits compared with the same period last year.

As for the main reasons for the performance pre-profit, far East shares can be attributed to three aspects: first, the company continues to focus on strategic customers and strategic cooperation of important customers, optimize product structure, strengthen the construction of supply chain partner system, and increase R & D investment and lean production. reduce costs and increase efficiency, the company's business income and profitability increase steadily; Secondly, the three major businesses of the company's intelligent cable network, smart battery and smart airport are in good condition, and the impairment losses on related assets have been greatly reduced compared with the same period last year; the third is the impact of non-recurrent profit and loss. In the fourth quarter of 2021, the company disposed of the 100% equity stake in Shanghai Aineng Electric Power Engineering Co., Ltd.

"far East shares in 2021 pre-surplus 460 million smart battery plate orders of more than 10 million yuan 2.076 billion

Zhenhua New material:

Zhenhua Xincai announced that its net profit belonging to shareholders of listed companies is expected to reach 380 million-430 million yuan in 2021, a year-on-year turnaround and a net profit loss of 170 million yuan in the same period in 2020.

For the reasons for the changes in the company's performance, Zhenhua Xincai said that the new energy vehicle power battery market is growing rapidly in 2021, the downstream customers of the company have a strong demand for cathode materials, and the new production capacity of the Yilong Phase II project has been gradually released. annual product sales increased by about 2.8 times compared with the same period last year; and the company's sales volume of high-nickel ternary materials and realized income accounted for a substantial increase in operating income compared with 2020.

"the demand for lithium cathode materials is exuberant. Zhenhua New Materials' net profit in 2021 turned into profit compared with the same period last year.