As the strongest track in the A-share market in 2021, new energy is strongly sought after by the market. One of the main reasons is that investors expect the prosperity of the track to be high and the performance expectations of Companies in the track are generally good.
Recently, a number of new energy track A-share companies have made forecasts for the performance in 2021, among which the expected performance surge, or even a year-on-year surge of more than 100%, which also confirms the previous market expectations.
sure enough, the performance of “lithium” doubled!
The annual report performance forecast disclosure of 2021 has entered the peak period, and the performance of many new energy track companies has been gradually unveiled.
On the 24th, Ganfeng Lithium Co.Ltd(002460) released the performance forecast for 2021, which showed that the company’s net profit attributable to shareholders of Listed Companies in 2021 was 4.8 billion yuan – 5.5 billion yuan, a sharp increase of 368.45% – 436.76% over the same period of the previous year.
As for the reasons for the sharp increase in performance, Ganfeng Lithium Co.Ltd(002460) said that during the reporting period, with the rapid development of new energy vehicles and energy storage industry, the demand for lithium salt from downstream customers increased strongly, the production and sales volume of lithium salt products of the company increased, and the product price continued to rise. New projects in the lithium battery sector of the company were put into operation and the production capacity was gradually released, so the operating net profit of the company increased year-on-year; In addition, during the reporting period, the financial assets held by the company generated income from changes in fair value, resulting in a year-on-year increase in the company’s non recurring income.
The announcement of Ganfeng Lithium Co.Ltd(002460) also shows that the company obtained the control over bacanora company and Sonora company in 2021. At present, the relevant evaluation work is still in progress, and the above prediction data does not include the impact of its inclusion in the consolidation scope on the financial statements.
Or benefit from strong performance, Ganfeng Lithium Co.Ltd(002460) 24 trading, the share price reported 134.87 yuan / share, the latest market value of 193.9 billion yuan.
Coincidentally, another company with the word “lithium” in the abbreviation of securities also released the performance forecast of 2021 on Jiangsu Azure Corporation(002245) 24. According to the performance forecast, Jiangsu Azure Corporation(002245) it is estimated that the net profit attributable to the shareholders of the listed company in 2021 will be 640-700 million yuan, an increase of 130.26% – 151.84% over the same period of the previous year.
For the reasons for the year-on-year sharp increase in performance, Jiangsu Azure Corporation(002245) said that in 2021, the company’s various businesses were in good condition, especially the lithium battery business continued to be in short supply. Compared with the same period of last year, the performance increased significantly, which was the largest contribution source of the company’s profits.
The Hunan Changyuan Lico Co.Ltd(688779) that released the performance forecast last Friday also announced a sharp increase in profits year-on-year.
The performance forecast of Hunan Changyuan Lico Co.Ltd(688779) shows that the net profit attributable to the owners of the parent company is expected to be 68 million yuan to 70 million yuan in 2021, an increase of 570210700 yuan to 590210700 yuan, a year-on-year increase of 519.37% to 537.58% compared with the same period of the previous year (statutory disclosure data). In addition, the company expects that the net profit attributable to the owners of the parent company after deducting non recurring profits and losses in 2021 will be 660 million yuan to 680 million yuan, an increase of 580036900 yuan to 600036900 yuan, a year-on-year increase of 725.38% to 750.39% compared with the same period of the previous year (statutory disclosure data).
For the expected surge in performance, Hunan Changyuan Lico Co.Ltd(688779) also mentioned that during the reporting period, the demand for new energy vehicles was strong, the sales volume increased significantly, the installed capacity of power batteries increased sharply, the demand of downstream customers for the company’s products increased rapidly, and the production and sales volume of the company’s products increased significantly year-on-year. In addition, during the reporting period, benefiting from the rapid growth of downstream demand, the company’s products were in short supply, the production line operated at full capacity, the capacity utilization rate was significantly improved, the cost was reduced and efficiency was increased under large-scale production, the unit manufacturing cost of products was reduced, the gross profit was increased, and the company’s profit was increased.
the performance forecast of new energy track company is generally eye-catching
most recent stock price adjustments
In fact, the beautiful performance forecast of the company with the word “lithium” in the above securities abbreviation is only an epitome of the overall performance and overall prosperity of the whole new energy track company.
According to the reporter’s combing, among the companies that have released the performance forecast for 2021, the sharp increase in the performance of new energy track companies is a common phenomenon.
According to the data, among the stocks whose performance forecast for 2021 has been released by the constituent stocks of CSI mainland new energy theme index (000941. CSI), almost all stocks are expected to have a positive year-on-year growth in the net profit attributable to the parent company in 2021, and it is also common to double the year-on-year growth.
For example, according to the lower limit of the year-on-year growth of the predicted net profit, Ganfeng Lithium Co.Ltd(002460) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) predicted that the year-on-year growth rate of the net profit attributable to the parent company in 2021 will exceed 300%, Guangzhou Tinci Materials Technology Co.Ltd(002709) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Wuxi Shangji Automation Co.Ltd(603185) predicted that the year-on-year growth rate of the net profit attributable to the parent company in 2021 will exceed 200%, Beijing Easpring Material Technology Co.Ltd(300073) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Zhejiang Windey Co.Ltd(300772) , Yunnan Energy New Material Co.Ltd(002812) , Tongwei Co.Ltd(600438) Wuxi Autowell Technology Co.Ltd(688516) and other companies predict that the year-on-year growth rate of net profit attributable to the parent company in 2021 will exceed 100%.
In terms of share price, the theme of new energy is the strongest track in the A-share market in 2021.
Statistics show that since 2021, most of the track’s stocks have recorded considerable growth, and there have been many stocks whose share prices have doubled or even doubled several times.
However, the heat of the new energy track has cooled down recently, and many stocks have adjusted significantly, more than 20%, or even more than 30%.
However, the agency is still generally optimistic about the track.
According to the research viewpoint of Everbright Securities Company Limited(601788) , since the second half of 2021, the progress of new technology of power battery has accelerated, and the industrialization of new technologies such as 4680 large cylinder + CTC, composite collector technology (PET copper aluminum foil), silicon carbon negative electrode has accelerated, paying attention to the improvement of subdivision pattern by new technologies.
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