2016 annual report results of the top 10 lithium b

2022-08-16
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Abstract: in 2016, under the background of the production and sales of new energy vehicles exceeding 500000, the new energy vehicle industry chain, especially the lithium battery industry, has a thriving development momentum

recently, according to media disclosure, up to now, a total of 1203 A-share listed companies in Shanghai and Shenzhen have issued 2016 annual performance forecasts, of which 860 are pre hi companies (including pre increase, continued earnings, turnaround and slight increase), accounting for 71%; 265 companies were pre lowered, accounting for 22%; 78 uncertain companies, accounting for 7%

throughout the new energy vehicle industry, affected by national policy driving factors, from finished vehicles to core components, the performance of listed companies has become increasingly prominent. It is not difficult to see that in 2017, with the continuous promotion of the industrialization of new energy vehicles, "big industry, big capital" will undoubtedly become an important label for the whole industry

according to statistics, as of February 23, 2017, nearly 80% of the 122 lithium battery companies that announced the 2016 annual report performance forecast achieved net profit growth according to the maximum change range of the forecast net profit. Among them, there were 48 Enterprises with the largest growth rate of forecast net profit exceeding 100% year-on-year; There are as many as 68 enterprises with the upper limit of predicted net profit exceeding 100million yuan. It confirms that in 2016, the new energy vehicle industry chain, especially the lithium battery industry, has a thriving development momentum under the background that the index sales of dynamic strength performance can only be temporarily replaced by the fatigue limit and fatigue life of materials under variable load, which exceeded 500000 vehicles

but at the same time, it is worth noting that with the introduction of new energy vehicle subsidies in 2017, the pressure brought by the decline of subsidies to car enterprises will also cause the cost pressure of power battery enterprises in the upper reaches of the industrial chain to surge. Some experts in the lithium battery industry even said that the price requirements of some electric passenger vehicle manufacturers for battery manufacturers in 2017 were 35% to 40% lower than those in 2016. In 2017, in order to ensure the market and profits of their brands, new energy vehicle manufacturers will strictly control the cost of supporting power lithium batteries and drive down the price of power battery manufacturers. From this point of view, the author is still optimistic about whether the lithium battery industry can do well this year

as for the pressure on relevant fields caused by the decline of policy subsidies, as early as before the introduction of the new energy vehicle subsidy policy in 2017, Wang Binggang, head of the national new energy vehicle technology innovation project expert group, said: "now it is said that there is overcapacity, in fact, good capacity is not overcapacity, which can be seen from the performance letters of some listed enterprises that the products of leading enterprises are not worried about sales." In this regard, our number theory research shows that up to now, catl, GuoXuan high tech and Tianjin Lishen have announced their quotation systems. Taking catl's quotation system that every swing is a cycle, in addition to different quotation standards for fast charging/non fast charging, the quotation according to different energy densities also exactly conforms to the overall idea of the subsidy policy. However, compared with the quotation of more than 2 yuan/wh in 2016, the overall quotation in 2017 has indeed dropped to 1.8 yuan/wh or even lower. This means that the quotation of 1kwh power battery is generally 200-300 yuan lower than that of the previous year, which is undoubtedly the naked profit of power battery manufacturers

in this regard, we combed the annual reports of lithium battery listed companies with outstanding performance, and will also sort out the information of vehicle production and motivation electronic control enterprises with the disclosure of the annual reports of relevant listed companies

BYD

BYD announced on February 24 that the company expects to achieve a total operating revenue of 103974867 thousand yuan in 2016, an increase of 29.95% year-on-year; The net profit was 5043653000 yuan, an increase of 78.63% year-on-year; The basic earnings per share is 1.87 yuan. However, these benefits are not solely contributed by lithium batteries

according to the statistics of China Automobile Industry Association, BYD's total global sales of new energy vehicles in 2016 was about 114000, 25 times stronger than ordinary glass fiber materials, with a year-on-year increase of about 70%, accounting for 32% of the national sales of new energy vehicles. Among them, the sales volume of passenger cars is about 100000

BYD was listed in 2011, and its net profit fell 45.02% to 1.385 billion yuan year-on-year from 2.5 billion yuan in 2010 due to the decline of domestic automobile growth rate. In the following four years, BYD's net profit fell year-on-year. In 2015, benefiting from the rapid growth of the new energy vehicle industry, BYD's net profit increased by 551.28% year-on-year to 2.823 billion yuan, returning to its pre IPO profitability

Xinwangda

released its 2016 performance express on the 3rd. It is expected that the company will achieve an operating revenue of 8.09 billion yuan in 2016, an increase of 25.01% year-on-year; Attributable to the shares of listed companies, the net profit of the satellite operating in space for half a year was 450million yuan, an increase of 38.59% year-on-year

according to the data, the company's main products are divided into 3C lithium-ion battery modules, power lithium-ion battery modules, energy storage products, etc. Among them, 3C lithium-ion battery module business mainly includes digital lithium-ion battery module, notebook computer lithium-ion battery module, etc. In addition, the company and its subsidiaries have business development in the fields of cell, BMS, automation, VR, precision plastics, laboratories and so on, in order to gradually improve the industrial chain and layout

Nandu power

the annual performance report of Nandu power shows that during the reporting period, the company achieved an operating revenue of 7.149 billion yuan, an increase of 38.73% over the same period last year; The net profit attributable to shareholders of listed companies was 330million yuan, an increase of 62.35% year-on-year

lithium battery business increased by about 40% over the same period last year, of which communication lithium battery business increased by 34%; Although the power lithium battery business was lower than expected due to the impact of national policies, it still increased by 60% over the same period of last year, making the profit contribution of lithium battery business increase by more than 40% over the same period of last year

GuoXuan high tech

in the 2016 annual performance express released by national high tech, the company achieved a total operating income of 4.758 billion yuan during the reporting period, with a reported increase of 73.3%; The net profit attributable to shareholders of listed companies was 1.039 billion yuan, an increase of 77.79% year-on-year

the performance growth was mainly due to the good growth of China's new energy vehicle market demand in 2016, the further increase of the company's power lithium battery capacity, the substantial growth of the company's power lithium battery sales revenue, and the synchronous growth of net profit attributable to shareholders of listed companies

previously, GuoXuan high tech revealed that the company is accelerating product technology upgrading, and the energy density of lithium iron phosphate single cell battery will reach wh/kg, meeting the technical standard of battery system greater than 115wh/kg after grouping; The new generation of ternary cathode material production line of the company has been under construction and is expected to be put into operation in 2017. At that time, the company will complete self-sufficiency of ternary cathode material with high specific energy. The energy density of the company's ternary battery will be further increased by 10% to wh/kg

At present, affected by the overall market expansion of Waterma innovation alliance, the total operating revenue is 4.512 billion yuan, an increase of 676.11% over the same period last year; The net profit attributable to shareholders of listed companies was 427 million yuan, an increase of 1107.66% over the same period last year, with an increase of 11 times

Jianrui voneng completed the acquisition of 100% equity of Waterma last year and included the performance of Waterma from September to December 2016 in the company's statements. During the period of consolidated statements, watmar contributed 3.875 billion yuan of operating revenue and 435 million yuan of net profit to the company, which had a significant positive impact on the company's performance in 2016

it is reported that the installed capacity of power batteries in China reached 521879 in 2016. Among them, the installed capacity of passenger cars is 322819, that of new energy passenger cars is 137830, and that of special vehicles is 61230. Watmar ranked first in the field of special vehicles in terms of the total installed capacity of power batteries in 2016

Bikang shares

Bikang shares released its 2016 annual performance express on February 27. During the reporting period, the company achieved an operating revenue of 3.76 billion yuan, an increase of 84.3% year-on-year; The net profit attributable to the shareholders of the listed company was 933 million yuan, with a year-on-year increase of 65.02%

Bikang said that during the reporting period, due to the strong market demand for lithium batteries, which led to the rapid growth of the demand for upstream lithium chemical products, the production capacity of lithium hexafluorophosphate products in the company's new energy sector was effectively released, the sales price, sales volume and gross profit margin were significantly increased year-on-year, and the profitability was significantly enhanced. During the reporting period, the product contributed gross profit of about 399 million yuan to the company

Yiwei lithium energy

the 2016 annual report of Yiwei lithium energy shows that the company achieved an operating revenue of 2.34 billion yuan during the reporting period, an increase of 73.45% year-on-year; The net profit attributable to shareholders of listed companies was 252million yuan, an increase of 66.43% year-on-year

among them, the lithium-ion battery business achieved an operating revenue of 830 million, an increase of 160.4% over the same period last year. Thanks to the success of being selected into the enterprise catalogue (the fourth batch) of the Ministry of industry and information technology in 2016, the capacity of lithium iron phosphate square battery and ternary cylindrical battery was released in the second half of the year, and the power battery achieved large-scale sales

Topbond shares

Topbond shares' 2016 annual performance express shows that during the reporting period, the company achieved an operating revenue of 1.827 billion yuan, an increase of 26.36% year-on-year; The net profit attributable to shareholders of listed companies was 145million yuan, with a year-on-year increase of 79.44%

Topbond said that the performance growth was mainly due to the good development of the company's intelligent controller business. The new energy business is the growth business of the company. At present, the main product is nano lithium iron phosphate battery, and the main application direction is new energy vehicles and energy storage systems; New energy vehicles include pure electric buses, commuter vehicles, special vehicles (such as logistics vehicles), cars and other low-speed vehicles. Energy storage systems include communication base station power supply, emergency power supply, distributed energy storage, etc

anda technology

anda technology report shows that during the reporting period, the company achieved an operating revenue of 912 million yuan, an increase of 339.9% year-on-year; The net profit attributable to shareholders of listed companies was 266 million yuan, an increase of 437% year-on-year

anda technology said that the operating revenue increased by 339.9% over the previous year because the company's raised investment projects were successively completed and put into operation during the reporting period, and the increase in the sales of iron phosphate products, especially lithium iron phosphate products, led to an increase in operating revenue

as a manufacturing enterprise of lithium iron phosphate battery cathode material lithium iron phosphate and its precursor - iron phosphate, its current products include lithium iron phosphate battery cathode material lithium iron phosphate and its precursor iron phosphate. At present, the main customers are BYD, Hefei GuoXuan, AVIC lithium battery and other lithium-ion battery manufacturers

Tianqi lithium

Tianqi lithium forecast that the net profit in 2016 was close to 1.6 billion yuan, with a year-on-year increase of more than 532%

in 2016, sqm, one of the world's three lithium giants, and Lockwood, an organic lithium producer, entered the "shopping basket" of Tianqi lithium. Tianqi lithium signed an option purchase agreement with some shareholders of the subject matter of the merger. Finally, Tianqi lithium gave up the option to exercise its rights to purchase the equity of the above two companies

at the same time, in 2016, Tianqi lithium started the construction of a 24000 ton battery grade lithium hydroxide plant, which is currently progressing smoothly and is expected to be completed and put into operation in October 2018

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