Csi.com (Wang Luo) beiteri (835185) released the first quarter performance forecast on the evening of April 15. It is expected that the net profit attributable to shareholders of Listed Companies in the first quarter will reach 430 million yuan to 470 million yuan, with a year-on-year increase of 64.09% to 79.35%. Based on the historical best net profit of 1.441 billion yuan in 2021, the development momentum of year-on-year and month on month growth continued in the first quarter of this year, and the net profit in a single quarter exceeded 400 million yuan for the first time.
According to public information, beiteri's main business is the R & D, production and sales of positive and negative materials of lithium-ion batteries. On April 15, the company said at the annual performance briefing that the company has expanded the production capacity of artificial graphite cathode materials in the past two years, and actively built a new high nickel ternary cathode material production line to consolidate the leading position in the anode and cathode material industry. At the same time, the company has accelerated the forward-looking layout of new negative electrode materials, and has become one of the first batch of silicon-based negative electrode materials manufacturers in China. He Xueqin, chairman of the company, said that the company's new generation of high-capacity silicon carbon products and high first effect silicon oxygen products have been developed and mature, have obtained customer certification, and the products have been introduced into mass production. At the same time, the company has expanded the capacity of 2000 tons of silicon-based negative electrode in Huizhou beiteri, which is expected to be put into operation in the second half of this year, which will further establish beiteri's leading position in the high-end negative electrode material market.
Tianfeng Securities Co.Ltd(601162) Dianxin research team pointed out that in the field of silicon-based anode, China beiteri's R & D, mass production and client are fully ahead of its peers. The company made a technological breakthrough in silicon-based negative electrode materials in 2010 and realized batch shipment in 2013. Its customers are Panasonic and Samsung; The peers are still at the level of 100 or 1000 ton pilot line, and there is no large-scale shipment. In addition, the specific capacity and first-time efficiency of beiteri's high-generation products are significantly ahead of their peers.
In February this year, the company announced that it plans to invest 5 billion yuan in the construction of a 40000 ton silicon-based negative electrode material project in Guangming District, Shenzhen. The first phase of 15000 tons will be completed and put into operation by the end of December 2023, and the full production capacity of 40000 tons will be achieved by 2028. The product is pure silicon. This means that the largest silicon-based anode capacity expansion plan disclosed in the industry will be implemented.
