The first half of 70% pre hi plate lithium or lithium carbonate demand increased by 7%
Publish：Sino Energy Corporation Time：2017-06-08
[lithium engineering comprehensive report]
The lithium industry to maintain high growth, so that the concept of plate 70% semi annual report of listed companies pre hi.
Data show that as of May 30th, in the A shares of 53 lithium battery listed companies, 33 have released interim results notice. Among them, losses, continued earnings, a slight increase, the pre pre hi 24, accounting for 72.7%. Industry analysts believe that the lithium plate after the adjustment period, the valuation of return to a relatively reasonable level, semi annual period or will usher in investment opportunities.
Endogenous extension simultaneously enhance performance
Wind statistics show that in 2016, the lithium battery concept board listed companies revenue grew by 21.46%, attributable to shareholders of the parent company‘s total profit grew by 64.28%. The first quarter of this year, the sector total net profit rose 18.58%, raw materials, the middle reaches of the upper reaches of the industrial chain of lithium lithium battery materials, downstream manufacturing various areas are to achieve growth.
Some companies achieved growth by releasing endogenous power. Such as Tao optical forecast, 2017 1 - June attributable to shareholders of listed companies net profit of 40 million 629 thousand and 200 to 51 million 455 thousand and 100 yuan, an increase of 80% to 130%. The company said that during the reporting period, the investment projects, "annual output of 30 million square meters of functional film production line construction projects" have been put into operation, production capacity continued to release. On the basis of the continuous improvement of the original reflective materials, the company‘s micro prism reflective film performance improved, sales revenue has increased significantly over the same period last year.
In addition, through the disposal of assets or acquisitions of assets, and table promotion performance, but also some companies improve performance reasons.
To orient Seiko, for example, the company expects 1 - June attributable to shareholders of listed companies net profit of 174 million 452 thousand and 500 yuan to 196 million 818 thousand and 200 yuan, an increase of 290% to 340%, while the same period in 2016 the profit was 44 million 731 thousand and 400 yuan. The company said that the Beijing pride from the second quarter of 2017 included in the scope of the merger; the parent company of old factory relocation project is expected to complete the delivery confirmation in the second quarter, operating income; the parent company and the Italy Fosber group‘s second quarter operating performance is expected to increase over the previous year.
Demand for lithium carbonate or increase by 7%
In fact, the boom of the upstream enterprises will continue.
GF Securities believes that limited by the incremental supply of resources, the short-term supply of lithium carbonate is still tight, prices are expected to steady rise. According to the lithium industry association data, in 2015 and 2016, the demand for lithium carbonate was 188 thousand tons, 212 thousand tons, the supply was 173 thousand tons, 211 thousand tons. On this basis, the demand for lithium carbonate in 2017 is 227 thousand and 700 tons, providing 227 thousand tons, and the supply and demand of lithium carbonate is still tight.
GF Securities pointed out that with the introduction of subsidies and subsidies directory to determine (more than three batches of models introduced), according to "long-term development plan" target in the automobile industry, is expected to 2017 sales of new energy vehicles 700 thousand vehicles. Driven by downstream demand, demand for lithium carbonate remains strong. Expected in 2017, the overall demand for lithium carbonate in about 227 thousand and 700 tons (53 thousand and 900 tons of power batteries + 110 thousand tons of traditional industry + consumer batteries 63 thousand and 800 tons), an increase of 7%, the demand is strong.
