Report the pre -increased screen in the new energy sector

In the first half of 2022, the performance forecast of listed companies was nearly ended. As of July 4, a total of 94 companies in the Shanghai and Shenzhen cities issued a total of 68 companies, 68 pre -celebrations, and 26 pre -minus. Among the 27 companies with a net profit increase of more than 100%, new energy companies such as Tianhua Chaoping and Shengxin Lithium have 9 seats. Among the top 10 seats in the two cities, Tianhua Chaojing, Shengxin Lithium, Midland New Materials, Snow Salt Industry, Yahua Group and other new energy companies occupy 5 seats. As the "double carbon" goal becomes a consensus, the new energy market "Qianjing" in the future is still worth looking forward to.

Affected by the "dual carbon" policy, my country's new energy vehicles ushered in development opportunities. Under its leadership, the lithium salt market in the first half of the year, whether it is lithium carbonate or lithium hydroxide or lithium iron phosphate, the price has increased significantly, which has also led to phosphorus phosphorus, which has also driven phosphorus phosphorus, which has also driven phosphorus phosphorus, which has also driven phosphorus phosphorus, which has also driven phosphorus phosphorus, which has also driven phosphorus phosphorus, which has also driven phosphorus phosphorus, which has also driven phosphorus phosphorus, which has also driven phosphorus phosphorus. The chemical sector's prosperity continues to rise.

As of June 28, the price of lithium hydroxide this year rose about 117%, the price of lithium lithium carbonate rose about 78%, and the price of lithium iron phosphate rose by about 48%. From the perspective of related companies, Tianhua Chaoede is expected to be 3.35 billion to 3.65 billion yuan in the first half of the year, a year -on -year increase of 10 times; Shengxin Lithium is expected to be 2.6 billion to 2.9 billion yuan in net profit in the first half of the year, a year -on -year increase of about 9 times; Ruitai New Materials is expected to increase by 580.66%and 230.28%year -on -year net profit in the first half of the year. In addition, the Lithium -related sector company, the new material of the company, is expected to have a net profit of 175 million to 210 million yuan in the first half of the year, an increase of 673%to 828%year -on -year.

The excellent new energy of Yuen Technology and Biological diesel sectors of the photovoltaic energy sector is expected to increase the maximum net profit in the first half of the year by 243%and 144.5%, respectively.

Affected by international geopolitical politics, international crude oil prices shocked at a high level in the first half of the year, which also boosted the new energy sector. Liu Jixin, assistant to the manager of Rongzhi Investment Fund, said that there are two positive support for the development of the new energy industry: First, the development of new energy has become a global consensus. The growth space of the new energy industry is large and the certainty is high. In the next 3 to 5 years, the new energy industry will still maintain a high -speed growth trend. The second is that policy is an important promoter in the development of new energy. In recent years, the state has continued to introduce favorable policies for the new energy industry, and its support for the new energy industry will continue to increase in the future.

Regarding the capital market in the second half of the year, the analysis of Central Plains Securities believes that global energy changes, Europe and the United States accelerate the process of new energy revolution, while domestic policies continue to increase the new energy industry, and the prospects of the new energy sector can be expected.

"From the performance of more than 2 million new energy vehicles production and sales in the past five months, comprehensive monthly sales of monthly sales of low -end and high monthly sales, we are full of confidence in the sales target of more than 5 million vehicles throughout the year." Chen Shihua, deputy secretary -general of the China Automobile Industry Association.

It is foreseeable that the "Qian Jing" in the new energy market in the future is worth looking forward to.

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