New energy and chemical materials sector shines - petroleum and chemical listed companies in the first half of the year performance inventory (below)

Under the background of "double carbon", the rapid development of the new energy industry has promoted the overall performance of lithium batteries, photovoltaic materials and other industries

Dongguan Securities Research Report shows that in the first half of the year, the revenue of the lithium battery industry increased by 110.

Lithium battery materials are all red

In the first half of the year, the faster the profit growth rate of listed companies in the upstream of the lithium battery industry chain is mainly due to the continuous high price of

In the first half of the year, the production and sales of new energy vehicles were booming, and the demand for power batteries increased significantly, driving the prices of upstream lithium carbonate and lithium iron phosphate and other related products to rise

In the context of the sharp rise in the price of lithium battery materials, the performance of relevant listed companies is eye-catching

According to statistics, Tianqi Lithium, Ganfeng Lithium, Salt Lake Shares, Tianhua Chaojing, Shengxin Lithium Energy and other companies in the first half of the year deducted non-net profit growth of more than

With the arrival of the lithium salt stocking season, coupled with the recent Sichuan earthquake partial production restrictions, it is expected that lithium salt prices still have room to rise, and the industry boom is expected to continue

According to the calculation data of Shanghai Nonferrous Metals Network, the production of lithium carbonate in August was reduced by 1250 tons, the production of lithium hydroxide was reduced by 3050 tons, the production of ternary materials was reduced by 2500 tons, and the production of lithium iron phosphate was reduced by 9750 tons

Huaxi Securities believes that in the third and fourth quarters, the output of Qinghai Salt Lake will decline due to the weather, and downstream manufacturers have the willingness to rush to work, and the demand may continue to be released

Photovoltaic materials rise and fall

Thanks to the rapid growth of global photovoltaic demand, the performance of listed companies of photovoltaic-related materials is also remarkable

In the first half of the year, the tight supply and demand caused the price of silicon materials to continue to rise to a new high in the past 10 years, up about

However, under the pressure of high costs, the net profit of the midstream ethylene-vinyl acetate copolymer (EVA) film leader Lianhong Xinke and Oriental Shenghong has declined

In addition, the application of carbon fiber in the photovoltaic field continues to expand, and the performance of the plate in the first half of the year is also better

On the whole, the photovoltaic industry chain can really be described as the upstream "daily gold", but the middle and lower reaches are difficult to say optimistic

The prospects for development remain promising

In the eyes of the industry, whether it is lithium battery materials or photovoltaic materials, it will continue to be prosperous

Galaxy Securities pointed out that in the third quarter, driven by the boom of terminal new energy vehicles, upstream lithium demand recovered, and lithium prices stabilized and rebounded

In terms of the photovoltaic industry, Yao Yao, an analyst at Guojin Securities, pointed out that in the first half of the year, under the rapid growth of demand, the photovoltaic industry chain continued to rise
in volume.
Looking forward to the second half of the year, as the basic raw material of the photovoltaic industry, with the global photovoltaic power generation boom, the demand for polysilicon will also increase significantly, and it is expected to usher in a period of
rapid development in the next 10 years.

Some people in the industry believe that with the strong demand in the photovoltaic industry, it is difficult to fall
in the EVA market price that lacks new production capacity support in the short term.
At present, domestic enterprises are actively completing technology digestion and process precipitation, and it is expected that during the "14th Five-Year Plan" period, there will still be a large gap
in high-end EVA products.
With the gradual release of new production capacity in 2022 and beyond, it is expected that the production and sales of some material companies will continue to maintain a high growth rate
.

(This concludes this series)