2016 is the year of China's new energy auto industry transformation, and it is also a key year for the introduction period to enter the growth stage. The opportunities are obvious and the challenges are extremely difficult. Many lithium-ion enterprises are deeply affected by the long period of accounts, difficult to return, and even close to the capital chain. The bitterness of the break, but those lithium-ion companies that are deeply rooted in the industry, have deep accumulation, and are good at seizing opportunities, have fully enjoyed the dividends brought about by the era of great change.
Under the influence of the “variable†national policy, the power battery industry fluctuated in 2016, and the upstream lithium battery companies felt the ups and downs. One year has passed, and when the inventory is counted, the simple and straightforward performance report data best reflects whether the lithium battery company is “getting†or “missingâ€.
As of January 18, 12 lithium-listed companies (some of which are leading companies in various segments) have released their 2016 performance bulletins. By comparing revenue and net profit, it is the leader in lithium battery cathode materials, electrolytes, equipment, lithium batteries, etc., Zhangzhou Pearl, Xiamen Tungsten, Xinzhoubang, Winhe Technology, Zhengye Technology, Yiwei Lithium Energy Penghui Energy's performance is very bright, and its net profit has increased significantly, with a maximum of 126.39% and a minimum of over 50%.
The other listed companies in the field of lithium carbonate, power batteries, BMS & PACK and downstream charging operations, the performance of Yongtai Technology, Zhongtian Technology, Desai Battery, Keheng, and Tedde are also good.
Overall, 2016 is the year of China's new energy auto industry transformation, and it is also a key year for the introduction period to enter the growth stage. The opportunities are obvious and the challenges are extremely difficult. Many lithium-ion enterprises are deeply affected by the long period of accounts and difficult to return. Even the capital chain is almost broken, but those lithium-ion companies that are deeply involved in the industry, have deep accumulation, and are good at seizing opportunities have fully enjoyed the dividends brought about by the era of great change.
In the following, the high-tech lithium power grid will combine the 2016 performance report and review the latest developments of the above-mentioned enterprise lithium battery business, in order to benefit readers:
01 Xiamen Tungsten lithium battery material performance outstanding performance independent operation investment expansion
On January 16, Xiamen Tungsten Industry released its performance report. The company achieved operating income of 8.507 billion yuan from January to December 2016, an increase of 9.70% year-on-year; net profit attributable to shareholders of listed companies was 144 million yuan, an increase of 121.74%.
The performance report also showed that during the reporting period, the profit of the tungsten tungsten smelting products and rare earth business of Xiamen Tungsten was improved. In addition, its lithium-ion material products, especially ternary materials, have grown faster and faster, becoming an important engine for net profit growth. The data shows that Xiamen Tungsten lithium battery materials realized operating income of 1.874 billion yuan, an increase of 113.32%; the total profit reached 5,658.73 million yuan, turning losses into profits.
In the past two months, Xiamen Tungsten has two news that deserves industry attention. One is that it announced on December 14 that it plans to set up a subsidiary to set up a subsidiary to operate as an independent battery material business; the other is to announce in early January. Joint venture to build an annual output of 20,000 tons of power battery cathode material project.
Specifically, Xiamen Tungsten intends to invest 100 million yuan in cash alone, holding 100% equity of Xiamen Tungsten New Energy. At the same time, it will transfer or fund the lithium battery business assets (land, plant, equipment, construction in progress, etc.) to Xiamen. Tungsten new energy. It is understood that this move by Xiamen Tungsten is to operate the battery materials business independently, fully mobilize the enthusiasm of the core backbone employees, and promote the company's lithium battery business business performance and core competitiveness.
Xia Tungsin New Energy will establish a joint venture with Fujian Jidong Electric Power Co., Ltd. in Ningde City to establish Ningde Xiamen Tungsten New Energy Materials Co., Ltd. (hereinafter referred to as “Ningde Xiamen Tungsten New Energyâ€), and jointly invest in the construction of an annual output of 20,000 tons of lithium for vehicles. Ion ternary material production line, mainly produces and sells high-nickel ternary materials.
Xiamen Tungsten said that the company's automotive lithium-ion ternary materials are in short supply, while domestic large-scale battery manufacturers are deploying power lithium batteries, all looking for qualified power-type high-nickel ternary materials manufacturers, the company expanded through this investment. The high-nickel ternary material capacity will meet the growing needs of customers and will lay a good foundation for lithium battery development in the next few years.
02 Xinzhoubang electrolyte production and sales expansion project is progressing smoothly
On January 11, Xinzhoubang (300037) released the 2016 annual performance report. In the report period, the company achieved operating income of 1.589 billion yuan, an increase of 70.1%; net profit attributable to shareholders of listed companies was 256 million yuan, an increase of 100.4%.
Xinzhoubang said that the company's main business entered a period of rapid growth during the reporting period. Lithium-ion battery electrolytes and chemicals benefited from the rapid growth of the domestic new energy vehicle market. The production and sales boomed, sales orders increased substantially, and the company's operating income and profit scale increased rapidly. The fluorochemical market was stable, supply and sales. Good operation and strong product profitability. In the report period, Haisfu was merged into the company's consolidated statements, which improved the company's relevant strategic layout and further increased the growth rate of net profit attributable to shareholders of listed companies.
The high-tech lithium power grid learned that in order to meet the growing customer demand, the new Zebang electrolyte expansion project is progressing smoothly, the total production capacity of Nantong and Huizhou bases has been expanded to 25,000 tons; the Fujian base base capacity is about to be built, and Further plan the production capacity of the Tianjin base. It is worth mentioning that the new BoF New Lithium Salt (LiFSI) project in Xinzhou State has been successfully trial-produced and the product quality is excellent.
03 Wintech achieved net profit of 1.12-1.3 billion yuan.
On January 12, Wintech (300457) released its 2016 annual results forecast. The net profit attributable to shareholders of the listed company during the reporting period was 1.12-130 million yuan, a year-on-year increase of 85.96%-112.55%.
Wintech said that during the reporting period, the company benefited from the country's rapid development of new energy vehicle development policies and downstream markets. The company seized market opportunities and took the lead in launching a full-line solution in the industry. Since 2016, the whole line has obvious advantages, the whole line operation is normalized, and the company's business has grown significantly.
It is worth mentioning that on December 5, Wintech announced that the company's issue of shares and payment of cash to acquire 100% equity of Dongguan Yakang and the collection of matching funds were unconditionally passed by the CSRC. Dongguan Yakang is a professional enterprise that develops and manufactures high-precision, high-performance lithium battery production automation equipment.
Wang Weidong, Chairman of Wintech, told Gaogong Lithium Power Grid that the acquisition of Yakang will achieve strong alliances, complementary advantages, and resource sharing, giving full play to the synergies between the two brands in terms of brand, technology, R&D, channels, customers and suppliers. By combing the development focus of both parties, avoiding vicious competition, effectively managing the production capacity and asset allocation of both parties, and forming a scale effect. After the completion of the acquisition, it will be stronger for building the strongest lithium ion battery intelligent production line solution provider in China. basis.
04 billion latitude lithium can achieve a net profit of 2.42-8.88 billion yuan power battery expansion fast
On January 12, Yiwei Lithium released its 2016 annual results forecast. The net profit attributable to shareholders of the listed company during the reporting period was 2.42-8.88 billion yuan, a year-on-year increase of 608%-88%.
Yiwei Lithium said that the main reason for the increase in 2016 annual results compared with the same period of last year is that on the one hand, the company's lithium primary battery performance and e-cigarette business have achieved rapid growth; on the other hand, the company is building in Huizhou, Guangdong and Jingmen, Hubei. The production line of ternary lithium ion battery and lithium iron phosphate lithium ion battery has achieved scale production. The company has entered the “Company Catalogue (Fourth Batch) of “Automobile Power Battery Industry Standards and Conditionsâ€â€. In the new model announcement of the “Road Motor Vehicle Manufacturing Enterprise and Products†of the Ministry of Industry and Information Technology, various models used the company's products to promote the power battery. Sales work.
In the past month, Yiwei Lithium has two major news worthy of attention. One is that the company signed a Strategic Cooperation Agreement with Nanjing Jinlong Bus Manufacturing Co., Ltd., and the two parties cooperated to develop power battery products for new energy vehicles. Market development, and become a strategic partner, establish a long-term cooperation mechanism to jointly explore the new energy vehicle market. It is estimated that Nanjing Jinlong will purchase 1 billion yuan of power battery from the company in 2017.
Another news is that Yiwei Lithium is expected to acquire the entire shareholding of Fuant with a post-mortem valuation of no more than RMB150 million. Founded in 2002, Fuant is a professional manufacturer of lithium primary batteries with an annual production capacity of 80 million lithium batteries. The transaction is beneficial to further optimize the product structure of Yiwei Lithium Energy and strengthen the company's leading position in the lithium primary battery industry.
05 Desai battery is expected to generate revenue of approximately 8.75 billion yuan.
On January 17, Desai Battery announced that the company expects 2016 revenue of about 8.75 billion yuan, net profit of 246 million yuan to 269 million yuan, an increase of 7%-17%.
Desai Battery said that the improvement of management during the reporting period led to an increase in production efficiency and a certain degree of decline in production loss. At the same time, due to changes in customer structure and product structure, the material cost ratio during the reporting period decreased compared with the same period of last year; Based on the above factors, the gross profit margin of the battery packaging business increased during the reporting period.
In addition, Huizhou Xinyuan, the company's secondary holding subsidiary, expects a loss of approximately 60.8 million yuan in 2016, affecting the company's net profit of approximately -34.2 million yuan. Shareholding company Zhongyan Electronic Control Shutdown and liquidation, Huizhou Lanwei bears losses and accrued investment provision for a total of about 8.3 million yuan, affecting the net profit attributable to shareholders of listed companies is about -622.5 million.
On December 28th, Desai Battery announced that in order to solve the capital needs in the development process of Huizhou Lanwei New Source Technology Co., Ltd. (hereinafter referred to as “Lanweixinyuanâ€), it will enhance its compliance ability and financing ability to meet its operation. The development needs, the shareholders are now planning to increase their capital by 100 million yuan, and the shareholders will increase the capital in the same proportion.
The announcement shows that Lanweixinyuan is mainly engaged in the research, development, production and testing of large-scale integrated battery power management systems and battery packs, energy storage products, distributed energy products, solar energy products, wind energy products, super capacitors and new energy related materials. Sales and technical services. From January to September 2016, the operating income was 10.645 million yuan, and the total profit was -41.426 million yuan (unaudited).
Desai Battery said that this capital increase will be used to enrich the working capital of Blue Micro-New Source and promote the development of power management systems and package integration services for large power batteries and energy storage batteries, which will help accelerate the expansion of the company's new business and promote The extension of the industrial chain will enhance market competitiveness and enhance the company's position and influence in the industry.
06 Zhongtian Science and Technology New Energy Industry Chain Overall Rapid Growth
Zhongtian Technology announced that it expects net profit attributable to shareholders of listed companies to be 15.8-17.8 billion yuan from January to December 2016, which will increase by 60%-80% compared with the same period of last year.
Zhongtian Technology said that the main reason for the company's performance increase during the reporting period was the enhanced profitability of the communications and power business segments, while the overall energy industry chain grew rapidly. The specific performance is that the installed capacity of the company's distributed photovoltaic power plants continues to increase, and lithium batteries and photovoltaic backsheet materials rank among the first supplier echelons, and their profitability is improved.
It is worth mentioning that Zhongtian Technology recently said that it has formed stable cooperation with Dongfeng Yangzijiang, Nanjing Jinlong, Futian, Beiqi, Yangzhou Yaxing, Luzhouzhou and other vehicle companies in the field of new energy vehicles. .
It is reported that Zhongtian Technology relies on the technical strength and rich experience in the field of energy storage to develop new energy vehicle power batteries. Zhongtian Technology said that the company has cooperated with famous institutes and universities such as the Institute of Physics of the Chinese Academy of Sciences, the Qingneng Institute of the Chinese Academy of Sciences, the Silicon Institute of the Chinese Academy of Sciences, and the Tsinghua University to provide high-specific energy, high-security, high-magnification products in advance; forward-looking Layout lithium iron phosphate battery → high security ternary battery → silicon carbon high specific energy battery → high specific energy super capacitor → all solid state high security battery technology.
At present, the company is the only state-level intelligent manufacturing demonstration enterprise of lithium-ion battery in the country, and has entered the enterprise catalogue of the authoritative "standard conditions for automotive power battery industry".
07 Yongtai Technology is involved in lithium hexafluorophosphate and new lithium salt projects
Yongtai Technology announced that the company's net profit attributable to shareholders of listed companies was 3.03-346 million yuan, an increase of 110%-140% over the same period of the previous year. Yongtai Technology said that during the reporting period, the company reduced its shareholding in Jiangxi Fuxiang Pharmaceutical Co., Ltd., and the relevant investment income has a positive impact on the company's profits.
In the field of lithium battery, Yongtai Technology is a strange face, but only involved in lithium hexafluorophosphate and new lithium salt projects, the project is still under construction. As early as July 5, 2016, Yongtai Technology announced that Shaowu Yongtai High-tech Materials Co., Ltd., a controlling subsidiary of the company, plans to invest 387.60 million yuan in its own funds to build a new lithium salt project with an annual output of 6,000 tons of lithium hexafluorophosphate and 2000 tons. The first phase of the project will have an annual production capacity of 3,000 tons of lithium hexafluorophosphate and 1,000 tons of new lithium salt. The construction period is expected to be 1.5 years.
08 Teruide New Energy Electric Vehicle Business is still in the development stage
The company announced that the company's net profit attributable to shareholders of the listed company was 1.9-2.3 billion yuan, an increase of 30%-60% over the same period of the previous year. Terrede said that the company's traditional manufacturing business continued to grow steadily during the reporting period. In addition, during the reporting period, the company continued to increase and strengthen the investment operation and market layout of the new energy electric vehicle business. Although the business is still in the development stage, the related infrastructure, technology, R&D and talents are heavily invested and expensive. The initial layout investment and business model achieved initial results, and the profitability was partially released, which increased the overall net profit growth of the company.
09 Penghui Energy expects net profit of 1.31-1.57 billion yuan to increase by 50%-80% year-on-year
Penghui Energy announced that from January 1 to December 31, 2016, the company's net profit attributable to shareholders of listed companies was 1.31-1.57 billion yuan, an increase of 50%-80% over the same period of the previous year.
Penghui Energy said that the reasons for the company's performance changes are as follows: 1. In 2016, the company actively explored the market, and the sales revenue continued to grow. At the same time, internal management was strengthened and the cost was strictly controlled. 2. The non-recurring profit and loss of 2016 is expected to be the net profit of the company. The impact amount is between 10 million yuan and 15 million yuan.
10 Zhangzhou Pearl realized a net profit of 486 million yuan, an increase of 126.39%
Zhangzhou Mingzhu announced that in 2016, the company achieved a total operating income of 2.755 billion yuan and realized a net profit attributable to shareholders of listed companies of 486 million yuan, an increase of 26.64% and 126.39% respectively over the same period of the previous year.
Zhangzhou Pearl said that the company's operating conditions were good during the reporting period, and the production and sales of various products increased to varying degrees. Due to the improvement of the process level, the dry diaphragm has a substantial increase; the “25 million square meter wet lithium ion battery separator project†was officially put into operation during the reporting period; BOPA film products are growing due to market demand. There has been a shortage of supply, and the sales price of the products has increased considerably. During the reporting period, the company achieved a significant increase in sales revenue and operating results.
11 Zhengye Technology expects net profit of 6491.17-767.38 million yuan to increase by 65%-95% year-on-year
Zhengye Technology announced that in 2016, the company expects to realize the net profit attributable to shareholders of listed companies of 6491.17-767.33 million yuan, an increase of 65%-95% over the same period of the previous year.
Zhengye Technology said that during the reporting period, the main reason for the significant improvement in forecasted performance compared with the same period of last year was as follows: 1. During the reporting period, the company strengthened product development by enhancing the development of large customers and enhancing the company's independent software development capabilities. The income has been steadily improved; through the implementation of group management, management efficiency has been improved and costs have been effectively controlled.
2. During the reporting period, Shenzhen Jiyin Technology Co., Ltd., a wholly-owned subsidiary of the company acquired and merged, was included in the consolidation scope in May 2016, which improved the company's performance level. The company acquired a 49% stake in Shenzhen Pengweiwei Technology Co., Ltd., which increased the company's investment income.
3. The sales revenue of X-ray series testing equipment used in the lithium battery industry has achieved rapid growth. 4. During the reporting period, the company's equity incentive fees, R&D investment and financial expenses increased compared with the same period of last year, which had a certain impact on the company's profits. 5. During the reporting period, the impact of non-recurring gains and losses on net profit is estimated to be approximately RMB 6.52 million. The impact of non-recurring gains and losses on net profit for the same period of the previous year was RMB 5,425,400.
12 Keheng shares expected net profit of 3000-36 million yuan
Keheng shares announced that in 2016, the company realized a net profit of RMB 30-36 million attributable to shareholders of listed companies.
Keheng shares disclosed: 1. In the current period, the company completed the major asset reorganization of Haoneng Technology M&A. The 11th and 12th month reports of Haoneng Technology were incorporated into the consolidated statements of the company, which resulted in a substantial increase in net profit attributable to shareholders of the listed company. 2. In the current period, the sales revenue of the main products of the company's lithium battery cathode materials increased significantly, and the gross profit margin increased significantly. With the increase in the sales volume of cathode materials for lithium batteries, the company's profitability was significantly enhanced and its operating results improved significantly.
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