8 companies expect a net profit to double the lithium -related enterprise in the third quarter to become a big winner

Data from Flush Shun shows that as of September 12, a total of 45 A -share listed companies predicted the performance in the first three quarters. Among them, eight companies are expected to increase by more than 100%year -on -year net profit in the first three quarters (the maximum change in the year -on -year growth of net profit is statistics, the same is the same).

Lithium -related enterprises are eye -catching, and companies such as Yahua Group and Tianli Lithium have stated that during the reporting period, the demand for new energy markets is strong, and the company's operating profit has increased significantly.

Zhang Yi, CEO of Ai Media Consultation, told the "Securities Daily" reporter that the performance of lithium -related enterprises has good performance, which has a very close relationship with industry applications. The high prosperity of lithium battery -related industries will continue for a long time.

Zhao Denui, an analyst at the New Material Industry Research Center of Ciste, said in an interview with the Securities Daily that the high prosperity of lithium -related industries is expected to last for more than 3 years.

Lithium -related enterprise performance is eye -catching performance

Among the 45 listed companies that released the first three quarters of performance forecasts, 4 companies including Lixun Precision, Goor, Yahua Group, and Huada Intelligent Manufacturing expect to exceed 1 billion yuan in net profit in the first three quarters. Relevant announcements show that factors such as stable operations, good industries in the main business, and receiving litigation funds have become the main source of contribution to these companies' outstanding performance.

The expected net profit of Yahua Group is temporarily ranked first. In addition, companies such as Haiguang Information and Tianli Lithium expect that net profit will increase by more than 100%year -on -year.

Yahua Group stated that during the reporting period, the demand for new energy markets was strong, and the prices of lithium salt products remained at a high level. The company seized market opportunities, increased the production and sales of lithium salt products, and increased its operating profit significantly.

Tianli Lithium also stated in the announcement that due to the prosperity of the downstream market of new energy, the price of ternary materials rose sharply year -on -year, driving the company's operating income rapidly. The company predicts that the net profit attributable to shareholders belonging to the parent company from January to September 2022 will year -on -year growth range is 271.56%to 345.87%. The growth rate of net profit is significantly higher than the growth rate of operating income. On the one hand, thanks to the continuous rise in the price of ternary materials, the profitability of profitability has increased, and the current net profit has increased significantly year -on -year. In the third quarter of the year, due to heavy rain and floods, the company's production and operation order was damaged and large losses occurred. The company predicts that from January to September 2022, the year -on -year growth range of the net profit of the deduction is 105.78%to 148.50%.

Zhao Denui told the Securities Daily that the high prosperity of lithium -related industries is expected to continue. "First of all, the current lithium mineral capacity is still lower than expected. New energy vehicles have greater demand for lithium resources, and the supply and demand of lithium salt and positive pole materials is still tight. Second, the rapid development of clean energy and the explosion of energy storage to open up new lithium -related industries. Based on these two major factors, we believe that the high prosperity of lithium -related industries will last for 3 to 5 years. "

Different corporate benefits

Although the new energy industry is in the period of high prosperity, analysts have reminded that while paying attention to the performance of listed companies, they must also pay attention to the actual benefits of the company under the industry's high prosperity.

Zhao Denui said to the reporter of the Securities Daily that in the first half of this year, the performance of lithium ore and lithium -salt enterprises in the upstream of the year has increased, and the profit increase is also considerable under the cost support and price transmission mechanism of midstream material factories. Although the battery manufacturer has passed the cost pressure to the entire vehicle factory through multiple rounds of price adjustment, it still has a large part of the pressure of a large part of the raw materials, and the performance is not as expected as the market. Beginning in the second quarter, the battery manufacturer has adjusted the product pricing mechanism and continued to penetrate the upstream industrial chain. The integrated layout of the head battery manufacturer's "bottom -up" has accelerated, and the level of profit has improved.

"The downstream field of power batteries has high dependence on lithium batteries. From the perspective of market application, there is still room for sustainable release in the future. The application prospects in the next 2 to 5 years do not need to worry about. In the direction of subdivisions, there will be greater development opportunities in the upstream field of lithium batteries. However, there are large differences in market expansion capabilities, technical power, and operating capabilities of different enterprises. In the context of the high prosperity of the industry, each company will also benefit. There are certain differences, and investors need to be treated differently. "Zhang Yi told the Securities Daily reporter.

Reporter Gui Xiaoshu

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