Ningbo Ronbay New Energy Technology Co.Ltd(688005) the expected profit is 890 million yuan to 920 million yuan, a year-on-year increase of 318% to 332%. After deducting non recurring profits and losses, the profit is expected to be RMB 800 million to RMB 830 million, with a year-on-year increase of 399.58% to 418%.
Jl Mag Rare-Earth Co.Ltd(300748) the expected profit is 403 million yuan to 489 million yuan, an increase of 65% to 100% over the same period of last year.
Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) the expected profit is 275 million yuan to 290 million yuan, with a year-on-year increase of 116% to 128%.
On the evening of January 3, before the first trading day of 2022, many enterprises released performance forecasts for 2021, and some companies with high performance growth quickly swiped the screen in the circle of friends.
“Open the door!” Some brokerage investment advisers said that after entering January, the performance has become the focus of attention of all parties in the market, and some companies with excellent performance are expected to successfully grab the “C” position!
Taking Ningbo Ronbay New Energy Technology Co.Ltd(688005) as an example, the company is a leading enterprise of ternary cathode materials. It takes the lead in realizing large-scale mass production of ncm811 in China, and the technical level and production scale of high nickel products are in a leading position.
“The profit growth rate of nearly four times indicates that the company is in a period of rapid development with both volume and profit.” A brokerage researcher consulted said. Ningbo Ronbay New Energy Technology Co.Ltd(688005) is rapidly expanding production capacity. According to public information, the company’s ternary cathode capacity will be about 40000 tons in 2020. It is estimated that the capacity will reach 120000 tons by the end of 2021 and 250000 tons by the end of 2022.
Ningbo Ronbay New Energy Technology Co.Ltd(688005) disclosed in the performance forecast that driven by the high demand of downstream customers, the new production capacity of the company was accelerated, the annual sales volume doubled year-on-year, and the market share of ternary cathode materials in China continued to maintain a leading advantage.
According to the researcher of the securities firm, Ningbo Ronbay New Energy Technology Co.Ltd(688005) represents a group of lithium battery material enterprises, “in 2021, the benefits of the whole lithium battery material industry chain are very good, and many enterprises have made a lot of money.”
For example, Gem Co.Ltd(002340) , which is in the positive material sector with Ningbo Ronbay New Energy Technology Co.Ltd(688005) , the company recently disclosed in the official wechat that the annual sales exceeded 18 billion yuan in 2021, with a year-on-year increase of 60%. According to the third quarterly report of Gem Co.Ltd(002340) 2021, the company achieved a revenue of 12.9 billion yuan in the first three quarters of last year, a year-on-year increase of 49%, and a net profit of 716 million yuan, a year-on-year increase of 120%.
Throughout 2021, the supply of lithium carbonate and electrolyte continued to be tight, which are the two most scarce materials in the lithium battery industry. Relevant enterprises also made a lot of money, and the substantial growth of performance is already a certainty.
The “first brother of lithium industry” Ganfeng Lithium Co.Ltd(002460) achieved a revenue of 7.05 billion yuan in the first three quarters of 2021, a year-on-year increase of 81%, and a net profit of 2.47 billion yuan, a year-on-year increase of about 6.5 times. In the fourth quarter of last year, the price of lithium salt was still rising further.
Lithium hexafluorophosphate is the most scarce electrolyte. The leading enterprise Do-Fluoride New Materials Co.Ltd(002407) achieved a revenue of 5.3 billion yuan in the first three quarters of 2021, a year-on-year increase of 85%, and a net profit of 737 million yuan, a year-on-year increase of 53 times! In the fourth quarter of 2021, the price of lithium hexafluorophosphate remained high.
“At present, the price of lithium hexafluorophosphate has reached 500000 yuan / ton, but this is not normal.” Recently, Do-Fluoride New Materials Co.Ltd(002407) chairman Li Shijiang said when attending the annual conference of lithium battery of Gaogong. He disclosed that the lithium hexafluorophosphate contract for Do-Fluoride New Materials Co.Ltd(002407) 2022 has been fully signed, and the capacity construction is being actively accelerated.
The price of products continues to rise, and the significant growth of net profit is also expected, such as titanium dioxide industry . According to Lb Group Co.Ltd(002601) forecast, the profit in 2021 is expected to be 458 million yuan to 572 million yuan, with a year-on-year increase of 100% to 150%. Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) it was also predicted that the net profit in 2021 is expected to be 146-166 million yuan, a year-on-year increase of 252% – 300%. In addition Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , the company expects the net profit in 2021 to be RMB 1.188 billion to RMB 1.425 billion, with a year-on-year increase of 150% to 200%.
According to the incomplete statistics of Shanghai Securities News, up to now, about 110 companies in the two cities have issued performance forecasts for 2021. According to the median increase of expected net profit, more than 20 companies have increased their net profit by more than 100%.
(Shanghai Securities News)
