The net profit in the fourth quarter is ahead of the sum of the third quarter! 200 billion Lithium Mine leading share price once halved the performance of what is the success?

January 24 news, photovoltaic lithium and other strong track stocks last year today warmed up, the total market capitalization of nearly 200 billion of the lithium industry's leading stock Ganfeng lithium industry rose by the daily limit in the afternoon. But the company's share price has fallen nearly 50% since it reached its highest point since it went public in September 2021.

Who is grabbing the money behind it? Ganfeng lithium industry released after the one-day list data show that the dragon and tiger list of funds to buy a net 242 million yuan. Buy a North Capital Shenzhen Stock Exchange dedicated seats to buy 533 million yuan while selling 656 million yuan, buy two institutions dedicated seats to buy 238 million and sell 51.9 million yuan at the same time.

After today's trading, the Ganfeng lithium industry annual report was released in advance, announcing an estimated net profit of 4.8 billion yuan to 5.5 billion yuan in 2021, an increase of 368.45% Mui 436.76% over the same period last year. The net profit of Q3 is 1.056 billion yuan. Based on this, the net profit of Q4 is expected to be 2.327 billion yuan to 3.027 billion yuan, an increase of 120% over the previous month.

It is worth noting that the net profit of Ganfeng lithium industry in the fourth quarter is expected to be as high as 3.027 billion yuan, compared with 1.056 billion yuan in the third quarter. According to the above median forecast, the net profit of Ganfeng Lithium Industry reached 2.677 billion yuan in the fourth quarter of 2021, even more than the sum of the first to third quarters.

As of today's close, a total of 19 institutions have forecast Ganfeng Lithium Industry's performance in 2021 within six months, of which the average estimated net profit is 3.189 billion yuan, and the maximum estimated value is 3.844 billion yuan. The highest actual forecast released after trading is 5.5 billion yuan, which is 72.47% higher than the average predicted value of the organization, which can be said to be much higher than the organization's expectations.

At this time, the discussion among shareholders on APP, the financial union news agency, exploded. Some investors said: "the news has been leaked."

According to Ganfeng lithium owner's products, lithium series products and lithium battery series products account for 72.85% and 18.80% of the business income respectively.

Just take lithium carbonate products as an example. In the third quarter of 2021, the average spot price of non-ferrous products in Shanghai was 110000 yuan, which has risen to 210000 yuan in the fourth quarter.

As of January 24, battery-grade lithium carbonate had risen to 355000 yuan per ton, and the average price in that quarter rose 100000 yuan to 310000 yuan per ton compared with the fourth quarter of last year.

Zheshang Securities Ma Jinlong and others said in a research report released on January 13 that the company has formed an annual production capacity of 43000 tons of battery-grade lithium carbonate, 81000 tons of battery-grade lithium hydroxide and 2000 tons of metal lithium hydroxide. among them, the production capacity of 50, 000 tons of lithium hydroxide increased smoothly at the end of 2020, reached full production in the first quarter of this year, and the production line is in good operation. Jiangxi Ningdu's production line with an annual production capacity of 17500 tons of battery-grade lithium carbonate was renovated and upgraded in the first quarter of this year, and has now formed an annual production capacity of 20, 000 tons of battery lithium carbonate.

Ma Jinlong estimates that the net profit growth rate of Ganfeng lithium industry will be 105% year-on-year in 2022 (compared with the growth rate of more than 244% in 2021), while the estimated net profit growth rate for the whole of 2023 will drop sharply to just 12%.

On January 24, the HSBC Jinxin low-carbon Pioneer managed by Lu Bin released the four Seasons report, and the latest position thinking of New Energy "first Brother" was exposed. Specifically, Ganfeng lithium industry in the position increased by 55.52% compared with the previous period.