Benefiting from the performance explosion caused by the sharp rise in the price of lithium hexafluorophosphate, Guangdong Tonze Electric Co.Ltd(002759) share price has increased by 763% 23456 in just one year (July 2020 July 2021). However, the high-level correction is also very tragic, Guangdong Tonze Electric Co.Ltd(002759) share price has so far accumulated the highest decline of 58% .
Guangdong Tonze Electric Co.Ltd(002759) stock price trend weekly chart
In the afternoon, Guangdong Tonze Electric Co.Ltd(002759) released the performance forecast for the first quarter. It is estimated that the net profit in the first quarter of 2022 will be 400 million yuan – 440 million yuan, with a year-on-year increase of 742.8% – 827.08% . The net profit of Q4 in 2021 was 299 million yuan. According to the calculation, the net profit of q1 in 2022 increased by 33.8% – 47.16% month on month .
It is worth noting that Guangdong Tonze Electric Co.Ltd(002759) single quarter net profit (RMB 400440 million) is expected to hit a new record , a new record compared with the fourth quarter net profit of RMB 299 million in 2021.
Talking about the reasons for its performance growth, Guangdong Tonze Electric Co.Ltd(002759) said that in the first quarter, the company’s lithium hexafluorophosphate production unit continued to maintain full capacity production , the production and sales of lithium hexafluorophosphate increased significantly compared with the first quarter of 2021, and the sales price also increased significantly compared with the first quarter of 2021.
Public information shows that Guangdong Tonze Electric Co.Ltd(002759) main business is lithium battery materials business and household appliances business. By product, lithium hexafluorophosphate accounts for 81.44% of revenue .
According to the data, in early July 2020, the average market price of lithium hexafluorophosphate was about 70000 yuan / ton. The average price of lithium phosphate reached 25000 tons in the beginning of November 2021; On December 30, the average market price of lithium hexafluorophosphate reached 565000 yuan / ton . As of March 16, 2022, the price of lithium hexafluorophosphate is 550000 yuan / ton.
Not long ago, Do-Fluoride New Materials Co.Ltd(002407) (with a total market value of 32.8 billion yuan as of Friday’s closing) which is one of the leaders of lithium hexafluorophosphate also released a performance forecast for the first quarter. It is estimated that the profit in the first quarter of 2022 will be 700 million yuan – 730 million yuan, with a year-on-year increase of 650.55% – 682.72% .
From the perspective of the main capacity and the main capacity planning of the Chinese nation’s lithium hexafluorophosphate hexafluorophosphate, the main capacity of the Chinese nation’s lithium hexafluorofluorophosphate is the main capacity of the country’s main capacity and the main capacity planning. With a view to the main capacity of the country’s main lithium hexafluorofluorophosphate in the country ”s main capacity and the main capacity planning in terms of the country’s lithium hexafluorofluorophosphate in the middle of the country’s main capacity and the planning for the main capacity of the country’s main lithium hexafluorofluorophosphate, the main capacity of the main capacity and the main capacity planning, the Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) 70 Guangzhou Tinci Materials Technology Co.Ltd(002709) \ \6 350000, 13000 and 10000 tons . In addition, the 10000 ton capacity under construction of Guangdong Tonze Electric Co.Ltd(002759) coincides with the production of in the first quarter of this year .
Main capacity and main capacity planning of lithium hexafluorophosphate in China (ton)
Huang Kan of Wanlian Securities pointed out in the research report that the global demand for lithium hexafluorophosphate is expected to exceed 200000 tons by 2025 , and the compound growth rate from 2021 to 2025 will exceed 40%. China’s demand for lithium hexafluorophosphate is expected to exceed 100000 tons by 2025, with a compound growth rate of about 37% from 2021 to 2025. At present, China’s lithium hexafluorophosphate supply and demand structure is in a tight balance , will be maintained until at least the middle of 2022 .
On the news, on March 18, the Ministry of industry and information technology held an exchange meeting on jointly guiding the rational return of lithium salt price , and strengthening efforts to ensure market supply. The meeting required that upstream and downstream enterprises in the industrial chain should strengthen the connection between supply and demand, work together to form a long-term and stable strategic cooperative relationship, jointly guide the rational return of lithium salt price , strengthen efforts to ensure market supply, and better support the healthy development of strategic emerging industries such as Shanxi Guoxin Energy Corporation Limited(600617) automobile.
