Lithium battery plate continues to be active
Nov 29, 2018
This week,the lithium battery concept sector performed more actively. On the 28th,the lithium battery index rose by 2.18%. Analysts pointed out that under the global wave of electrified vehicles,China's new energy vehicle industry has experienced explosive growth in recent years,driving China's power.The battery industry has entered a period of rapid expansion. Under the guidance of the double-point policy, the future penetration rate of new energy vehicles will increase steadily, and the demand for power lithium batteries will continue to play a role.
Performance maintained high growth rate
According to the statistics of the brokerage research report, the listed companies in the lithium battery industry realized a total revenue of 149.4 billion yuan in the first three quarters of 2010, an increase of 33.28% year-on-year, and a net profit of 19.025 billion yuan, a year-on-year increase of 35.84%.
From the perspective of various segments, the upstream lithium and cobalt resources sector's revenue growth rate in the first three quarters was 23.35% and 30.28%, respectively, and the net profit growth rate was 10.64% and 123.94%, respectively. After entering the third quarter, due to the continuous decline in the market price of the products, the operating income and net profit in the third quarter decreased sharply. The net profit of the lithium and cobalt sectors in the third quarter decreased by 45.22% and 36.45% respectively. The performance of the battery sector in the third quarter was outstanding. In the third quarter of 2018, the revenue of the battery segment reached 26.32 billion yuan, up 44.32% from the previous quarter, and the net profit attributable to the mother was 244 million yuan, up 93.63% from the previous month.
Judging from the results of the three quarterly reports, although the overall growth rate has slowed down compared with the previous two years, it still maintains a relatively high growth rate. Due to the fact that the subsidy is not paid in time, the problem of the accumulated accounts receivable and the long return period is still outstanding.
Optimistic about market demand in the fourth quarter
Although the subsidy retreat has brought certain operational pressures to the entire new energy automobile industry chain, and the problem of structural overcapacity of power batteries is prominent, from the perspective of supply and demand, the expansion of leading power battery companies is still strong. Motivation. As the market pessimism gradually clears, how do you think about the lithium battery sector?From the industry situation in the first three quarters of 2018, the production and sales volume of new energy vehicles continued to increase, and the installed capacity of power batteries also increased significantly year-on-year. The industry boom was still high. In the first half of 2018, most of the time was in the transition period of subsidies and retreats, and the rushing effect was obvious. After the subsidy transition period, the demand for power battery market is relatively weak. However, from the previously released situation of new energy vehicle power lithium battery installed in September, the downstream demand has recovered from the two months after the subsidy transition period. After entering the third quarter, the prices of raw materials such as lithium and cobalt continued to decline. The price of lithium iron phosphate and high nickel ternary materials in the positive electrode material is basically stable. Now it has entered the traditional peak season of new energy vehicles. Before the next round of subsidy policy is introduced, the enthusiasm for market rush will continue, optimistic about the market demand in the fourth quarter.
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