Enterprise survey shows that Liu Jincheng, the actual controller of Yiwei Lithium Energy, is the legal representative of Qujing Yiwei Lithium Energy. The registered capital of the company is 654.38+million yuan, and its business scope is wide, including the sales of new energy vehicle power exchange facilities.
Professor north china university of technology Ji told Caijing. Com believes that the current electricity trading market has certain prospects. For example, car sharing, heavy trucks and other operating scenarios need to ensure running time and mileage, and there is a strong demand for power exchange. Some second-tier manufacturers need to use the power exchange market to expand their business. At present, the power battery industry is undergoing rapid changes, and it is more necessary to develop and expand new businesses quickly.
In fact, this is not the first time that Yiwei Lithium has set foot in the power exchange business. On April 27, Chengdu Yiwei Lithium Energy Co., Ltd. was established, and its business scope includes the sales of new energy vehicle power exchange facilities, which is considered to be an important step in the layout of Yiwei lithium energy.
On May 7, on the interactive platform of investors, Yiwei Lithium announced its involvement in the power exchange in a high-profile manner. The relevant person in charge said that the company is committed to the research and development of battery technology and the improvement of product quality. At present, the technical reserve of power exchange mode is available, and related projects are also in progress.
Some analysts further pointed out that the ultimate competition of power batteries is cost competition. In order to achieve lower costs, we should not only rely on technology, but also integrate the entire industrial chain.
However, with the increasing energy density of power batteries, it is difficult to judge how big the market of battery replacement business can be.
Actually, it's not just about changing electricity. Over the past year, Yiwei Lithium has been able to fully cover the raw materials in the upstream, with lithium ferrous phosphate, diaphragm and copper foil in the midstream, and enter the charging business of new energy vehicles in the downstream. Now it has become one of the most integrated enterprises among the second-tier manufacturers.
Among them, since 20021,the price of lithium salt has continued to rise, and Yiwei lithium can continue to increase the layout of lithium resources and ensure the supply of raw materials. Yiwei Lithium Energy has successively acquired the equity of Dahua Chemical, acquired the equity of Jinkunlun Lithium Industry, established a joint venture company Jinhai Lithium Industry, acquired Xinghua Lithium Salt, and established a lithium salt joint venture factory with Honeycomb Energy and Chuanneng Power. , has been widely distributed in lithium resources and lithium carbonate.
With the layout of resources, the profit of Yiwei lithium energy is constantly optimized. In 20021year, Yiwei lithium industry achieved revenue of 65.438+0.69 billion yuan, up 65.438+007.06% year-on-year, and net profit attributable to its mother was 2.906 billion yuan, up 75.89% year-on-year.
In addition, since March this year, the prices of anode and electrolyte in the main materials of lithium batteries have dropped rapidly. Guo Xin Securities predicts that the cost of ternary (8-series)/lithium iron phosphate battery in July will decrease by 0.08/0.09 yuan /Wh respectively compared with the high cost in March, which will have a positive impact on the profit recovery of battery enterprises. On the one hand, since Q2, the price adjustment with customers is expected to land quickly. On the other hand, due to the continuous optimization of the downward cost side of raw material prices, profitability is expected to recover steadily.
Guoxin Securities believes that considering the continuous downward trend of raw material prices and the positive impact of resource-side layout on the company's profitability, the profit forecast will be raised. It is estimated that the company will realize a net profit of 32.29/63.16/931800 million yuan in 2022-2024 (the original forecast was 30.78/57.99/849 1 100 million yuan).
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