Low carbon industry has become a new engine to implement the new development concept and promote the construction of a sustainable economic system. In recent years, the Shenzhen Stock Exchange has strongly supported the high-quality development of Listed Companies in energy conservation and emission reduction, environmental protection and governance, clean energy and other fields. Data show that there are more than 260 listed companies engaged in low-carbon related industries in Shenzhen, with a total market value of more than 7 trillion yuan.
Last week (April 18 to April 22), around the theme of “new engine of green development”, eight Shenzhen related companies held performance briefings to interact with investors, highlight the company’s competitive advantage and boost market confidence.
performance is commendable and the competitive advantage of industry leaders is prominent
Among the eight companies, there is no lack of industry leaders. The performance in 2021 is remarkable and each has its own merits.
Specifically, the company with the fastest performance growth is Beijing Easpring Material Technology Co.Ltd(300073) , with an operating revenue of 8.258 billion yuan in 2021, a year-on-year increase of 159.41%; The net profit was 1.091 billion yuan, a year-on-year increase of 183.45% Beijing Originwater Technology Co.Ltd(300070) last year’s operating revenue was close to 10 billion yuan, and Jilin Electric Power Co.Ltd(000875) last year’s operating revenue was more than 10 billion yuan Titan Wind Energy (Suzhou) Co.Ltd(002531) , Beijing Easpring Material Technology Co.Ltd(300073) last year’s net profit exceeded 1 billion yuan.
Executives of listed companies generally make targeted explanations on the project progress, business development and other issues concerned by investors to show their core competitiveness.
Zhu bin, Secretary of the board of directors of Titan Wind Energy (Suzhou) Co.Ltd(002531) leading enterprise of wind tower, said that Titan Wind Energy (Suzhou) Co.Ltd(002531) always insisted on quality and customer first, worked hard in terms of scale and management, and further strengthened cost control. The company’s “manufacturing + zero carbon” two wheel drive mode can not only support the development of manufacturing business in terms of profit, but also further strengthen the company’s in-depth cooperation with downstream customers in the manufacturing link and strengthen the company’s competitive advantage.
Dongxing Securities Corporation Limited(601198) research report shows that Titan Wind Energy (Suzhou) Co.Ltd(002531) has maintained stable income and profitability against the background of the general rise in the price of bulk raw materials and the decline in the installed capacity of the industry last year.
According to Chen Yanbin, general manager of Beijing Easpring Material Technology Co.Ltd(300073) lithium battery material leading enterprise, in 2021, the sales volume of the company’s products exceeded 47000 tons, the refinancing of 4.645 billion yuan was successfully completed, the net profit reached 1.091 billion yuan, and various business achievements were fruitful. The company’s high nickel and ultra-high nickel ternary materials have been imported into a number of international high-end battery enterprises in batches, and the comprehensive performance of the products is at the international leading level. They are regarded as the benchmark for the development of cathode materials for battery enterprises. The series of high nickel and ultra-high nickel products will continue to be in large quantities with the application of customers’ 4680 large cylindrical batteries. At the same time, the company accelerated the construction of Changzhou phase II new production capacity, launched the European new material base project, and actively carried out the layout of upstream raw material resources. The growth potential will continue to be released.
” Beijing Originwater Technology Co.Ltd(300070) relies on membrane technology and has unique advantages in the field of water purification. It continues to provide high-quality products and services for end users and commercial customers. At present, it continues to strengthen market expansion and continuously improve its market share in the field of terminal water purification through joint efforts online and offline.” Beijing Originwater Technology Co.Ltd(300070) vice chairman and general manager Huang Jianglong disclosed.
accelerate recovery and development under the epidemic and strengthen confidence in development
The impact of epidemic factors on operation has become a common concern of investors. From the performance briefing, most enterprises are accelerating the recovery of development and are full of confidence in the development of low-carbon industries and companies.
Titan Wind Energy (Suzhou) Co.Ltd(002531) chairman and President Yan junxu said that the epidemic had a great impact on the production organization, downstream customer demand and logistics of some factories of the company, but the wind power industry has ushered in a golden decade of development, and the company is very confident in the future of the industry.
Referring to the impact of the epidemic on the normal production of Weihai plant, Weihai Guangwei Composites Co.Ltd(300699) general manager Wang Wenyi said that at present, the logistics in some areas is not smooth, which has a certain impact on the import of raw materials and the export of finished products, but it has been alleviated.
Chen Yanbin said that the epidemic in Shanghai has not yet affected the company’s production, operation and engineering construction. The company’s export sales account for more than 70%. Its main customers are distributed all over the world, and the demand is less affected by the epidemic. The production base of the company adopts closed management, and the production and shipment are normal at present. At the same time, the company has made relevant response plans to ensure the normal operation of production and operation.
