After the project is put into production, it is estimated that the average annual operating income is about 7.869 billion yuan and the average annual net profit is about 554 million yuan.
Strengthen the strategic layout of electrolyte
The basic material construction projects with an annual output of 75,500 tons of lithium batteries specifically include: 50,000 tons/year of lithium difluorosulfomide, 1 10,000 tons/year of lithium difluoro oxalate borate, 1 10,000 tons/year of sodium hexafluorophosphate, 5,000 tons/year of solid lithium hexafluorophosphate and 500 tons/year of potassium hexafluorophosphate.
In terms of project investment purpose, the company pointed out that in recent years, the lithium battery industry chain has been developing continuously, and the requirements for upstream electrolyte have also been increasing. In addition, with the scale of sodium ion battery industry chain, the demand of downstream customers for related electrolytes has been put on the agenda. The above projects are mainly invested to meet the future industrial chain layout needs of core customers.
The company said that the implementation of this project will further strengthen the strategic layout of the upstream raw materials of lithium-ion battery electrolyte and sodium-ion battery electrolyte, effectively enhance the company's long-term competitiveness in the formulation of new battery electrolyte, meet the needs of the company's future business development and market expansion, and is of great significance to promoting the company's long-term stable development.
According to the announcement, the total investment of the project is 65.438+0.856 billion yuan, of which the construction investment is about 65.438+0.365438+0.60 billion yuan, and the initial working capital is about 540 million yuan. According to the actual implementation of the project, the company can make appropriate adjustments to the investment content and cost details of specific projects within the total investment scope.
The performance in the first half of the year increased greatly
Godsend materials have attracted the research of many well-known fund managers, including harvest fund Yao Zhipeng, Huaxia Fund Ji Xinxing, TEDA Manulife Wang Peng and so on. And the focus of the study is the performance of Tianci materials in the second quarter.
On August 25th, the company was investigated by 18 1 institutions, including 54 funds, 22 brokers, 54 investment companies, 8 insurance companies, foreign-funded institutions1/and 32 other institutions.
Tianci Materials said that the company currently has the mass production capacity of sodium hexafluorophosphate, and the company will reserve the production capacity in advance according to customer demand. At present, the company's battery recycling technology is relatively mature, and the total element recycling process of lithium iron phosphate battery has been realized. At present, the reconstruction and expansion project of Jiujiang Tianci with an annual output of 90,000 tons of liquid lithium hexafluorophosphate is progressing smoothly, and it is expected that the production capacity will be gradually released by the end of the third quarter.
According to the semi-annual report of Tianci Materials, in the first half of 2022, the company * * * realized an operating income of about 65.438+0.0363 billion yuan, a year-on-year increase of 654.38+0.80.13%; The net profit attributable to shareholders of listed companies was about 2.906 billion yuan, a year-on-year increase of 2,765,438+0.32%.
In the second quarter of 2022, due to the growth of demand in the new energy automobile industry, the sales and prices of lithium-ion battery materials, electrolytes and cathode materials increased significantly year-on-year. At the same time, the company accelerated its production capacity with the help of industry development opportunities, and the company's industrial chain integration layout strategy achieved remarkable results. With the continuous improvement of the self-production rate of raw materials, the overall profitability has been significantly improved.
The data shows that as of August 29th, the share price of Tianci Materials was 49.38 yuan/share, down 1.79%.
China Merchants Securities issued a rating report on August 28th, saying that it maintained the "strongly recommended" rating of Tianci materials, and the highest target price was 75 yuan/share, which was significantly lower than the previous highest target price. The rating report released by brokers on March 28th once set the highest target price of Tianci materials as 187 yuan/share.
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