What is the performance of Lithium three shares in the first year of listing on the North Stock Exchange?

At present, 86 companies listed on the Beijing Stock Exchange have all disclosed their 2021 results, KuaiBao, and 85 have made profits. Among them, the net profits of four companies increased by more than 100% last year, namely Beitri (187%), Jilin carbon Valley (126%), Jiaxian shares (125%) and Jingsai Technology (109%).

In addition to Bertre (835185), the other two lithium stocks on the Beijing Stock Exchange also had good performance in 2021: Derek Lithium (833523) increased its net profit by 34.32% year-on-year last year, and Changhong Energy (836239) increased its net profit by 58.19% year-on-year.

Production and marketing of positive and negative materials. Net profit of Wangbetri in 2021 is 1.422 billion.

On the evening of February 28th, Bertre (835185) released its performance KuaiBao, saying that in 2021, the company's total operating income was 10.596 billion yuan, an increase of 138.02% over the same period last year; the net profit belonging to shareholders of listed companies was 1.422 billion yuan, up 187.46% from the same period last year; basic earnings per share was 2.93 yuan, an increase of 171.3% over the same period last year.

Bertre's main financial data and indicators for 2021 (unit: yuan)

As for the reason for the substantial increase in performance, Bertre said that it was mainly due to the rapid growth of the company's sales of positive and negative materials in 2021, which led to a substantial increase in the company's current performance compared with the same period last year.

According to the announcement, in 2021, the penetration of new energy vehicles will increase, and the global sales scale of electric vehicles will expand, corresponding to the increase in downstream customer demand. Bertre accelerated the layout of production capacity, improved comprehensive capacity utilization, and achieved economies of scale. The company's sales and sales of lithium-ion battery materials increased significantly compared with the same period last year.

Anxin Securities Research News pointed out that in the past two years, Bertre has expanded the production capacity of artificial graphite anode materials and actively built new production lines of silicon-based anode materials and high-nickel ternary cathode materials, which has formed a better forward-looking layout for the development trend of positive and negative materials in the industry in the future.

Battery Network noted that since the beginning of this year, Bertre has announced two investment plans in the field of anode materials. On January 24th, Bertre plans to invest in the "Integrated Base Project of anode Materials for Lithium batteries with an annual capacity of 200000 tons" in the Economic and technological Development Zone of Xiangyun County, Dali Prefecture, Yunnan Province. Among them, the annual production capacity of the first phase of the project is 50, 000 tons, with an estimated investment of 2.392 billion yuan. On February 16, Bertre plans to sign the Investment Cooperation Agreement on the industrialization Project of High-end Lithium Ion Battery anode Materials with the people's Government of Guangming District of Shenzhen City, and plans to invest in the construction of a project with an annual production capacity of 40, 000 tons of silicon-based anode materials in Guangming District of Shenzhen City, with a total investment of 5 billion yuan.

In addition, the sharp increase in performance supported the high growth of Bertre's share price. Data show that Bertre's share price closed at 40.7 yuan per share on January 1, 2021, and closed at 148.02 yuan per share on December 31, 2021, an increase of 264%. As of press time, Beitri's share price is 119.5 yuan per share, with a total market capitalization of 58 billion yuan, making it the "number one" in the market capitalization of the Beijing Stock Exchange.

Derek Lithium Power Company of Beijing Stock Exchange has a revenue of 221 million yuan in 2021 to continuously cultivate the product line of lithium-iron battery.

After trading on Feb. 28, Derek Lithium Power (833523), a company listed on the Beijing Stock Exchange, released its results. KuaiBao's total operating income in 2021 was 221 million yuan, up 26.97 percent from the same period last year. The net profit belonging to the shareholders of the parent company was 46.2305 million yuan, up 34.32 percent from the same period last year. Basic earnings per share is 0.66 yuan.

Derek Lithium Power's main financial data and indicators for 2021 (unit: yuan)

Data show that Derek Lithium Power focuses on the R & D, production and sales of primary lithium batteries, the main products include: 3.0V lithium manganese battery, 3.0V ultra-thin lithium battery, 1.5V lithium iron battery and so on. Lithium manganese batteries account for 98% of the batteries produced, while lithium-iron batteries account for very little; the company's foreign sales account for more than 60%, and the downstream includes domestic and foreign well-known customers such as Lilda, Desai batteries, VARTA Consumer Batteries, GATEKEEPER SYSTEMS and so on.

Derek Lithium Electric said in a recent research activity that lithium-manganese battery is the company's key business, and lithium-iron battery is the product line that the company has been cultivating. Lithium iron products as a substitute for alkaline manganese dioxide battery in the future, has a huge market potential, the company continues to invest in the research and development of lithium iron battery products, and constantly improve the performance of the products.

It is worth noting that when Derek Lithium was promoted to the selected layer of the new third board in June 2021, small IPO raised funds to invest in the Huidry Lithium Battery Manufacturing Industry Park project, which will form an annual capacity of 2.5 million lithium-iron batteries when the project reaches production capacity. In December of the same year, Huidrui Lithium Battery Industrial Park was completed. The project is located in Dongsheng District of Guangdong (Zhongkai) artificial Intelligence Industrial Park, with a total planned land area of 13000 square meters.

The high-rate lithium battery market is in great demand. Changhong Energy made a net profit of 256 million last year.

Main Financial data and indicators of Changhong Energy in 2021 (unit: yuan)

On the evening of February 24th, Changhong Energy (836239) released its performance KuaiBao. In 2021, the company achieved operating income of 3.069 billion yuan, an increase of 57.24% over the same period last year, and its mother's net profit was 256 million yuan, an increase of 58.19% over the same period last year.

Changhong Energy said that in 2021, the market demand for high-rate lithium power is strong, the company's new lithium power production capacity is released, realizing the rapid growth of lithium power business, and the alkali power business is growing steadily. Lithium electricity + alkali electricity two-wheel drive, business income, profits are greater growth than the same period last year.