With the dust of the “New Energy Vehicles Recruitment†investigation in 2016 and the first to third batch of “Recommended Models for New Energy Vehicle Promotion and Application†announced in 2017, the key component of the new energy vehicle is lithium. Battery-related manufacturers have once again ushered in a period of growth in performance. Wind statistics show that as of April 15, 2017, a total of 36 of the 52 lithium battery concept stocks announced the first quarter results forecast, of which 29 net profit increased year-on-year, only 7 companies fell year-on-year, net There are 9 companies with a profit increase of more than 100%. In the first quarter, the performance of these nine lithium batteries doubled, and the company’s performance increased by 1677 times. In addition, there are 8 companies with a net profit ceiling of more than 100 million yuan in the first quarter, BYD topped the list with 650 million yuan, and Tianqi Lithium Industry (002466.SZ) followed closely with 420 million yuan, while Huayou Cobalt Co., Ltd. It ranked third with 260 million yuan. In the first quarter, the performance of these nine lithium batteries doubled, and the company’s performance increased by 1677 times. However, Xiaobian carefully studied and found that some companies in the lithium battery concept are actually not using new energy vehicles, but in the field of consumer electronics, such as mobile phones, laptops, tablets, etc., although these companies are already driving The lithium battery industry is actively transforming, but it is still in the process of advancement and has not produced substantial business. After removing the company of this type of lithium battery business, the interface news was sorted according to the first quarter net profit growth cap. The top ten companies are as follows: In the first quarter, the performance of these nine lithium batteries doubled, and the company’s performance increased by 1677 times. Note: The first batch of “Recommended Models for Promotion and Application of New Energy Vehicles†was released on January 23 for the 17th day. The reason why Jianruiwo's first-quarter performance surged 1677 times was mainly due to the completion of the acquisition of Shenzhen Waterma Battery Co., Ltd. in August 2016, and the latter's results were included in the scope of the consolidated statements. Founded in 2002, Waterma is one of the first power lithium battery companies in China to successfully develop lithium iron phosphate new energy vehicle power batteries, automotive start-up power supplies, energy storage system solutions and the first to achieve large-scale production and batch application. In 2015, Watermar's net profit was 276,342,900 yuan. The performance promise showed that Watermar's net profit after deduction in 2016-2018 was not less than 404 million yuan, 909 million yuan, and 1.518 billion yuan. In the whole year of 2016, Waterma achieved operating income of 7.519 billion yuan and net profit of 963 million yuan. Among them, the revenue from the power battery business was 6.283 billion yuan, and the income from the sales and sales of new energy vehicles was 1.236 billion yuan. Therefore, from the current situation, the hope of Walter's performance commitment in the future is still very large, and Jianruiwo is expected to maintain its continued growth in 2017. Huayou Cobalt is a high-tech enterprise specializing in the deep processing and sales of cobalt, copper non-ferrous metal mining, selection, smelting and cobalt new materials. Its cobalt products with a revenue of nearly 70% are mainly used for lithium-ion batteries. Positive electrode material. Cobalt is a scarce resource. Driven by global imbalance between supply and demand, cobalt prices began to rise in the fourth quarter of the year. The price increase continued to this day. The average price of cobalt in the first quarter of 17 years reached 360,000 yuan/ton, a significant increase from the first quarter of last year. 80%, which directly led to a 845% year-on-year increase in the performance of Huayou Cobalt. Judging from the current global situation, the two cobalt mines that the non-ferrous giant Glencore can shut down have not yet resumed production, and the major African cobalt mines are also affected by child labor events and mining conditions, which will reduce production. Market participants expect Under the circumstance of the domestic new energy vehicle policy, the supply of domestic cobalt products will still be in short supply in 2017. The strong cobalt price will continue for a long time. As a leading domestic cobalt product, Huayou Cobalt The industry is expected to continue to benefit. It is worth noting that Tesla's sales in the first quarter exceeded expectations, and the stock price successfully stood at the $300 mark. The total market value of the intraday market once surpassed that of General Motors and became the largest auto company in the US. Many domestic lithium battery companies are expected to indirectly become Tesla suppliers in the future by cooperating with Panasonic or the qualification of Tesla's battery supplier. In addition, the recent news that Tesla will set up a factory in China is constantly mentioned by the capital market. In the future, localization will accelerate, and the lithium battery industry is expected to share dividends, which deserves investors' attention. Cyanuric Acid,Cyanuric Acid Increaser,Bio Active Cyanuric Acid Reducer,Cyanuric Acid Pubchem Henan Kepeiao New Materials Co.,Ltd. , https://www.kopeochem.com