锋 业 单 "赚" 3 billion?Why is this so much money?Can the future continue?SGI index score 80

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锋 业 单 "赚" 3 billion?Why is this so much money?Can the future continue?SGI index score 80

2022-01-29 06:05:26 54 ℃

Recently, the Directors of the Lithium Lithium Lithium Industry. The company expects Net profit in 2021 to reach 4.8 billion yuan to 5.5 billion yuan, an increase of 368.45% ~ 436.76% over the previous year, and the net profit growth rate of 621.00% ~ 795.04%. The net profit in the third quarter of the Qi Feng Lithium industry was 2.473 billion yuan, which is only a four-quarter of the lithium-in-law or earned 3 billion.

What makes it so much in the Lithium Lithium? Lithium price increase is the gospel

As the upstream material of new energy, lithium is popular with global electric vehicles, and the demand has increased, and short-term supply and demand continues to be tight. According to statistics, in 2021, the lithium prices have continued to rise, and the year increased over 400%, while the trend of rising in 2022 is still in. China Golden Company research is said that the total amount of lithium supply in 2022-2025 is tightened, and the lithium price is maintained at high levels, and the sustainability is determined.

The main business of the lithium-lithium industry is "lithium resources", according to the previous financial report of the Qi Feng Lithium, its metal lithium product capacity ranks first, and the only lithium industry in the world is only "brine", " Enterprises of "ore lithium" and "recycled lithium" industrialization technology. In 2021, the continuous improvement of lithium prices directly driven the "skyrocket" of the "skyrocket", and its share price rose synchronous, and the year rose 41.1% in 2021.

At the same time, the front lithium-life and news SGI index score has also risen, as of the third quarter of 2021, the score of Front lithium has been as high as 80 points.

From the perspective of profitability, the lithium-life lithium industry has greatly improved 2020. Weighted net assets yield, gross profit margin, and net interest rates have greatly increased. The cash flow is also more abundant in 2021. The net traffic in the first three quarters has exceeded 2020, and the third quarter of 2021 was 928 million, 746 million, respectively.

The time and lithium-lithium-lithium profitability is completely compliant with lithium prices. The price of lithium carbonate begins to gradually pick up in September 20020, and lithium hydroxide begins to rebound in December 20020. The two begins in the end of 2020. The upward trend, where the lithium carbonate price is more obvious, the price of lithium hydroxide shows signs of rebound.

Lithium-integrated layout clear, can the growth continue?

In terms of research and development innovation, the southern Lithium Moidi BVD Enterprise Innovation Index is 59.9. R & D investment, the lithium-induced lithium industry continued to increase investment, R & D costs in the third quarter of 2021 have exceeded 140 million yuan in the year of 2020. However, from the research and development efforts, the R & D fees have increased, but the proportion of operating income does not seem to increase, only 2.85% in the first three quarters in 2021.

According to the Qi Feng Lithium Industry 2021, the current R & D projects include four aspects: (1) Solid electrolytes and negative materials for solid-state lithium batteries, and R & D solid lithium batteries; (2) Secondary utilization and recycling of lithium batteries (3) Improve the production process, improve the automated level of existing products; (4) Formulation process and extraction method for lithium raw materials from different types of salt lake brine, lithium clay.

From the research and development project, it can be clearly seen that the lithium-lithium industry is deepening the lithium battery integration layout. What is worth paying attention is that on January 22nd, Wu Feng lithium-owned subsidiary of the He Feng lithium-e-sports officials, the first batch of 50 Dongfeng E70 electric vehicles equipped with the Solid State battery officially completed, the commercial path of solid batteries is also more clear. Previously, many companies have laid-in solid-state batteries, such as the promotion of technology, Guoxuan high-tech, Greenmei, etc. However, it is now shown that the market share of solid-state batteries is still low, and there is still a relatively long process. CITIC Securities believes that the development of Skitzigned Solid Battery is rapidly developed and has been significantly underestimated.

At present, lithium prices are obviously in high, although most brokers believe that lithium prices will continue to soar. But Guojin Securities Research said that the price of the lithium salt will be at the price of the Spring Festival or weaken. And the lithium-lithium-lithium industry is obviously changed by the lithium industry, such as the sharp decline in lithium salt in the later period or will directly affect the revenue and future development of the lithium-life. Secondly, the lithium-lithium-lithium industry belongs to the most upstream lithium-electric raw materials supplier of new energy vehicles, directly subject to the changes in the new energy vehicle market, such as the demand for new energy vehicles sharply, or will have adverse effects on the lithium-life lithium industry.