Lithium-selling company’s third quarter report performance universal warranty lithium battery production rapid increase

Lithium-selling company's third quarter report performance universal warranty lithium battery production rapid increase

A few days ago, CATL, Guoxuan high-tech, Yixi lithium energy and other lithium-ion battery field head listed companies have announced the third quarter results report this year.. Compared with the first half of this year, in the case of my country’s economic recovery, the sales income of the lithium-e-commerce leader has recurned, and the overall performance has a callback.

. ■ The industry’s recruitment trend is obvious in October, the first week, CATL, Yutan lithium-omnitative, etc..

CATL reported in the third quarter, this year, the third quarter of this year is 12.693 billion yuan, rising 0.8% from the same period last year.

. At the same time, the company is attributable to the shareholders of listed companies within the reporting period of 141.9 billion yuan, up 4.

24% from the same period last year.. According to data released by Guoxuan’s high-class, the company’s operating income of 1.

656 billion yuan is up 7.17% year-on-year..

Yi Lithium can report the third quarter report that the company’s operating income is 2.164 billion yuan in the reporting period, up 5.68% over the same period last year.

. According to the data of the industry research institution, the data of the high-rise (CGII) statistics, there were 13 listed companies involved in lithium-ion batteries, and 13 companies in the third quarter of this year have risen from the same period last year, and 10 net profit appearances in the same period last year. rise.

The reporter ‘s review related data learned that the above-mentioned company turnover has fallen sharply in the first half of this year.. Taking Guoxuan’s high school as an example, the company’s operating income of 2.

422 billion yuan in the first half of this year, with a decline in the same period last year, with a net profit of 34.13 million yuan, a year-on-year drop rate reached 90.25%.

. However, from the third quarter of this year, the domestic lithium-ion battery market has already shown a warm trend, and the head company has risen..

In the notice, Guoxuan High-Science pointed out that in the third quarter of 2020, the domestic new coronary pneumonia epidemic prevention situation continued to be good. As new energy car sales gradually recovered, the company’s power lithium-ion battery shipments have exceeded the same period last year..

■ The output of power lithium battery is rapidly improved according to the latest data released by the Ministry of Industry and Information Technology. In this year, my country’s battery manufacturing is an important product, and the production of lithium-ion battery reached 12.57 billion, up 7.

8% year-on-year.. In September this year, my country’s lithium-ion battery production was more obvious.

In the month, the national lithium-ion battery completed production of 1990 million, the same increase of 26.6% year-on-year..

At the same time, the data released by CGII also showed that in July this year, my country’s powered lithium battery market began to rebound, and the lithium battery production was effectively released in the third quarter of this year.. Data show that in February this year, my country’s powered lithium battery installed capacity is more than 70% year-on-year.

It has gradually started to rise in August, and the power lithium battery installed in August has increased by 40% year-on-year.. Overall, my country’s powered lithium battery installed in June is about 34.

15, which is 19% year-on-year.. However, there is also an analysis that although the net profit is called in the first half of this year, some company’s loss has narrowed, but due to this year, my country’s new energy vehicle sales have always been less downturn, this status quo about the rise in the lithium industry Adverse effects.

In the notice, Guoxuan’s high-tech is influenced by the new crown epidemic. The sales of new energy vehicles downstream will fall sharply. At the same time, it is affected by factors such as market competition and restrooms with new energy vehicles, the company’s power lithium-ion battery products average sales price ratio The same period in the last year has declined, leading to the company’s net profit and decreased significantly from the same period last year.

. Data show that the net profit of Guoxuan high-tech in the third quarter of this year is 0.49 billion yuan, a year-on-year drop rate of 78.

34%.. ■ The energy storage needs or will bring a good view to the industry.

About the prospects of the lithium industry industry, industry is still very optimistic. According to the latest announcement of Western Securities, in the field of energy storage battery, with the increasing pressure of environmental protection, a large number of lithium-ion batteries, more environmentally friendly, has become a general trend, broad market prospects, and expansion in the energy storage area will continue to bring the lithium industry. Favorable.

According to the report of Wood Madzz, the market research institution, in the next 10 years, my country’s accumulated energy storage scale is expected to present an index level rise. By 2030, my country’s total storage installed capacity is expected to account for about 21% of the global cumulative energy storage scale. Among them, the auxiliary service market for the power industry will be an important driving force for energy storage.

. Wood McKinz believes that with many provinces and cities in China, the new photovoltaic and wind power projects are required to have energy storage, which is expected to usher in greater development opportunities..

In this case, the lithium-ion battery is used as the mainstream of the current electrochemical energy storage, and the business scale will also usher in rapid rise, and the application scenario will also be more diverse.. In addition, with the domestic major communications business companies to open 5G base station construction, lithium iron storage energy demand is expected to rise sharply.

. The reporter learned from the public information that lithium battery, including Yixi Lithium, Nandu Power, Peng Hui Energy, has obtained project orders such as my country’s Tower and other project orders..

According to the reporter, from the perspective of business distribution, lithium battery is also actively increasing the storage area layout.. In April this year, the Yi Lithium can pointed out in the announcement that the company will build a high-performance lithium-ion storage battery project in Jingmen City, Hubei Province, high-performance lithium-ion power lithium battery project, which is expected to form 6 GW Time / year of lithium ion storage battery production, 5 JW / year of lithium ion power lithium battery production.

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