1.7 billion market value "Edge Company" salted fish turned over 4 times!No order, 6,000 tons of production capacity is not open, the truth is lost, the bullion gold and silver river fell over 10%

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1.7 billion market value "Edge Company" salted fish turned over 4 times!No order, 6,000 tons of production capacity is not open, the truth is lost, the bullion gold and silver river fell over 10%

2021-12-01 06:06:35 31 ℃

21st century economic report reporter Dong Peng Chengdu report

Jinyinhe, Guangdong Foshan listed company, the small market value of the secondary market, the company's total market value is only 1.7 billion yuan at the end of 2020.

However, under the stimulation of lithium lithium lithium, this company has begun to rise in the second half of the year.

According to the instructions of the deep concern, "August 2 to November 18, 2021, your company (Golden Yinhe) stock price continued to rise, accumulated by 273.30%, during which the stock price is touched three times."

If you count from the beginning of the year, as of last Friday, the accumulated increase of the Jinyin River interval has reached 438.4%, which has surpassed many integrated lithium listed companies with lithium mine resources.

However, as the real "home" is unveiled, the golden silver river "value regression". On November 29, the company fell to approximately 13%, and the close down 10.37%.

The main guided fire is the company's lithium salt business mentioned by the company in responding to the exchange of the transaction.

The gold and silver river, the main business is lithium battery production equipment, as well as silicone production equipment and silicone products. Since the previous silicone completes the layout from the equipment to the product, the company also plans to extend from the lithium battery equipment to the lithium salt product.

Its lithium salt business carrier is Jiangxi Jinde Lithium New Energy Technology Co., Ltd., which was established by Jinyinhe subsidiary wholly-owned subsidiary, was established on February 5 this year. Integrated processing and development and utilization of mica lithium, lithium carbonate, carbonate, etc.

Since then, the company has also made "the company's mica lithium lithium lithium" is currently in the trial operation stage through the investor interactive platform. It does not rule out the business development of the introduction investment accelerated company in this field "." The company's mica lithium is sulfuric acid. "Answer.

At the beginning of August, lithium mine stocks accelerated, and the gold and silver river began a stronger rising. On August 2, the company's closing price was 27 yuan, until 120.5 yuan to November 26.

However, the actual progress of the company's lithium mica lithium lithium service is very known until the payment letter released by the night of the 26th.

Overall, the company's lithium lithium project is still in the test phase.

According to Jin Yinhe replies, "The trial production line can realize the process of 5,000 tons of lithium mica, producing about 300 tons of battery-grade carbonate, 30 tons of carbonate, 3 tons of sulfate, and realize the high value of lithium mica resources. Clean, comprehensive utilization ... "

The above-mentioned mound production line is expected to be officially put into operation in December 2021. This is the first step in the company's mica lithium-lithium business, which is used to verify the feasibility of the Gold Galaxy "original first production process".

According to the planning of Jin Yinhe, the company will use the existing test line development experience, planning the production line of annual production capacity of 6,000 tons of lithium carbonate.

The specific construction cycle is that the production line design is about 2-3 months. The production line equipment manufacturing is about 6-8 months, and finally the production line equipment debugging is about 3-6 months. The final mass production time is expected to be at the end of June 2023.

In other words, the small batch of trial production of the golden silver river lithium lithium-lithium business has not officially put into production, and the 6,000-ton capacity of the planned construction has not started.

Compared with the same industry company, Yongxing Materials The gross profit margin of Lithium salt products in the first half of the year was 43.56%, and the gross profit margin of lithium carbonate products in the Jiangte motor was 27.67%.

This gold and silver river uses the market price of lithium carbonate on November 25. The result of the market price of lithium mica is estimated in the production of lithium carbonate products and its annual comprehensive gross profit margin in the mid-test production line. 21% between.

It is to be pointed out that the market price used in the gold and silver river is much higher than the average price of the product in the first half of the year in the first half of the year.

Jin Yinhe said that "the company has no order", but according to the market quotation of the battery-level carbonate and the long-term good news of the new energy automotive industry, such as the company's "thousand ton" carbonate projects can be successfully mass production, will The company's operating performance has an positive impact.

However, the production process of the above proposed production capacity is original, from the theoretical feasibility, laboratory verification, engineering verification has been over 8 years, the construction of future production capacity, is still very uncertain.

The "21 hard investigation" section of this newspaper has also pointed out that the production capacity of lithium salt in the industry in the past two years is huge, and there is no lack of capacity in China, but the lack of raw materials.

If the domestic carbonate production capacity data provided by Baichuan Yingfu has shown that in 2022, there may be approximately 210,000 tons of production capacity in China.

With reference to the results of the above estimation of the gold and silver river, the company does not have upstream resources.