The continuous warming of new energy vehicles has led to a record high price of battery grade lithium carbonate in the industry chain. In the first half of October, the battery-grade lithium carbonate reached a record high, rising slightly by 0.12%, which was a lot slower than the previous two months. Currently, the ex-factory price of battery-grade lithium carbonate is between RMB 155,000 and RMB 165,000/ton, and that of industrial grade is RMB 135,000. ~158,000 yuan/ton. This week, there were institutions that raised battery grade lithium carbonate by 3,000 to 5,000 yuan/ton. According to media reports, in September 2017, China's new energy vehicle market achieved a lithium-ion battery capacity of 3.18 GWh, an increase of 40.31% year-on-year. In the first nine months of 2017, the cumulative installed capacity was 14.75GWh, an increase of 24.14% year-on-year.
Sales of new energy vehicles continue to improve
According to the data from China Automobile Association, the production and sales of new energy vehicles in September were 77,000 and 78,000, respectively, an increase of 79.7% and 79.1% respectively. From January to September, the cumulative production and sales of new energy vehicles were 424,000 units and 398,000 units, respectively, a year-on-year increase of 40.2% and 37.7% respectively.
Wang Zhenyu, general manager of Shenzhen Waterma Battery Co., Ltd., told reporters yesterday that it is not surprising that the price of lithium carbonate continues to rise. Since the beginning of this year, with the introduction of new energy vehicle promotion catalogs and purchase tax relief catalogs in succession, and local subsidy policies have gradually come to the end, terminal sales data are continuing to improve. The domestic and foreign new energy vehicle production is expected to increase substantially in the fourth quarter.
Corporate profits turn better
According to industry insiders, the price of lithium carbonate rises from the second half of 2015, rising from about 40,000 yuan per ton to more than 100,000 yuan today. The reason for the increase was that in 2015 the country issued a subsidy policy for new energy vehicles, the market space for new energy vehicles was opened, and the demand for power lithium batteries soared, making lithium carbonate prices follow up. By 2016, lithium carbonate prices will gradually return to a stable level. . Since the beginning of this year, lithium carbonate prices have resumed their upward trend. Prices in the first half of the year have slowly risen. From July and August, lithium carbonate prices have seen a large increase.
Industry sources said that at such a high price, lithium carbonate gross margin may reach 60% to 70%, making the profits of related companies rise sharply. According to the financial data, Jianruobo's revenue in the first half of the year increased by 26 times year-on-year, the company achieved revenue of RMB 6.066 billion in the first half of the year, and net profit reached RMB 558 million, which was a loss in the same period of last year. Meanwhile, October 13th , Kennedy can expect the profit of the first three quarters of 2017 to be 729 million to 754 million yuan, an increase of 772.40% to 802.32% over the same period of the previous year, while another lithium-ion battery company, Yanfeng Lithium, achieved revenue of 1.625 billion yuan in the first half of this year. The increase was 21% year-on-year, and the net profit attributable to the mother was 607 million yuan, an increase of 118.36% over the same period last year.
Analysis: Speed ​​up the layout of listed companies
According to Wang Zhenyu, a person in charge of the above-mentioned industry, as a power battery manufacturer, the cost of the power battery is difficult to reduce. Only by truly mastering the upstream lithium mine can the company's cost be reduced, its profit rate increased, and thus the company's ability to resist risks.
It is reported that at present a number of lithium-ion concept listed companies have accelerated the layout of the industry, in July this year, Gerry Vernon (300116) and the joint stock company Altura signed an agreement to be part of its production of lithium concentrate ore underwriting, Altura's Pilgangoora lithium mine The project will ensure that at least 100,000 tons of spodumene concentrate with a lithium oxide content of 6% will be supplied annually. Yufeng Lithium held a 43.1% stake in Australia's RIM, RIM's Marion mine has shipped four batches of 79,000 tons to the company; billion latitude lithium energy announced on October 17, the company's subsidiary in Jingmen High-tech Zone invested in the construction of a high-performance lithium-manganese battery project with a total investment of approximately RMB 500 million. The Golden Crown Electric (300510) announced in September this year that an annual output of 270 million square meters of Huzhou lithium-ion battery diaphragm production base construction was started.
The industry said that the continued rise in the price of lithium carbonate will also become a catalyst for market reshuffle. Some companies with scale advantages, strong supplier chain management capabilities, and strong product innovation capabilities will have far greater risk resistance than other companies. (Guangzhou Daily)
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