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Lithium battery or new energy vehicle sector rose
Super 60% of companies' net profit is expected to grow in the first half of the year
New energy vehicle support policies have come one after another. Recently, the Ministry of Industry and Information Technology disclosed that it will promote the development of the automotive power battery industry. In the first half of this year, the Ministry of Industry and Information Technology issued four batches of enterprise catalogues that meet the "standard conditions for automotive power battery industry", which has increased the speed of enterprise entry. The data shows that in the first half of this year, the production and sales of domestic new energy vehicles increased by 125.0% and 126.9% respectively over the same period of the previous year. At the same time, more than 60% of the listed companies in the battery and battery materials industry chain reported a net profit growth of the first half of the year, even The net profit growth of nearly 10 listed companies is expected to exceed 100%. The industry said that with the continuation of policy support, the production and sales of new energy vehicles are expected to grow further.
Policy warm wind blowing
It is reported that the Ministry of Industry and Information Technology recently held a special symposium to coordinate the development of new energy vehicles. According to the reporter's understanding, in the first half of this year, the Ministry of Industry and Information Technology issued a total of four batches of enterprise catalogues that meet the "standard conditions for automotive power battery industry", including 57 enterprises, including 56 power battery companies and one battery system enterprise. According to the latest regulations on the promotion of new energy vehicles, only new energy vehicles that use battery products from power battery catalog companies are eligible to enter the promotion catalogue, and thus receive state and local subsidies.
Statistics show that more than 60% of the more than 50 listed companies in the battery and battery materials industry chain are forecasting a net profit increase in the first half of the year. Nearly 10 listed companies including Tianqi Lithium Industry (39.81, 0.990, 2.55%), Polyfluoride (38.65, 0.980, 2.60%), Founder Motor (29.38, 0.580, 2.01%) and other listed companies are expected to increase their net profit by more than 100%. . Among them, Tianqi Lithium Industry (002466) expects net profit in the first half of the year to increase by 1657.1% to 1733.31%. Polyfluoride (002407) expects net profit to increase 25 times in the first half of the year. Founder Motor (002196) expects net profit growth in the first half of this year. 430% to 480%.
For the substantial increase in performance, DuPont said that the company's new energy sector business, the lithium hexafluorophosphate profitability is strong, the traditional fluoride salt began to profit, the increase in net profit led to the same increase in earnings per share. Tianqi Lithium said that during the reporting period, it was mainly due to the increase in the price of lithium carbonate over the original estimate.
Many companies enter the field of lithium batteries
The rise of the industry has attracted many companies to enter the field of lithium batteries. According to rough statistics, in the first half of the year, more than 50 listed companies in the lithium-ion battery industry in China have released expansion plans, with an investment amount of about 116 billion yuan. In May, Fulin Seiko (32.74, 2.320, 7.63%) (300432) announced that it intends to purchase 100% of Hunan Shenghua Technology Co., Ltd. through the issuance of shares and payment of cash, and Shenghua Technology Co., Ltd. The business is the development and production of cathode materials for power batteries. Jiayu shares (5.74, 0.010, 0.17%) (300117) announced on May 5 that the company is planning to set up a lithium battery division and is negotiating cooperation with potential target companies in the field of new energy vehicles.
According to the statistical analysis of China Association of Automobile Manufacturers, China's new energy vehicle production in the first half of the year was 177,000 units, with sales of 170,000 units, an increase of 125.0% and 126.9% respectively over the same period of the previous year. The hot sale of new energy vehicles has also driven the demand for lithium batteries. Statistics show that the domestic power battery production in the first half of this year was 12.72GWh, an increase of 201%.
Southwest Securities (7.30, -0.010, -0.14%) expects domestic power lithium battery capacity demand to reach 30GWh in 2016, and capacity demand will continue to maintain high growth rate in the next few years. With the expansion of lithium battery companies, the power battery market In the low-end surplus, high-end shortage situation. Guolian Securities Research Institute said that under the strong stimulus of various policies, the production and sales volume of new energy vehicles this year is expected to reach 544,000 units, which will slow down year-on-year. However, the new energy passenger car is one of the most certain growth sectors this year. Some institutional analysis pointed out that with the support of the series of policies and the gradual maturity of the consumption environment, the continued supply and demand of new energy vehicles has further increased investor confidence. The round of investment fever has begun to appear, and lithium batteries are expected to become the driving force for the new energy auto sector.