According to statistics from Battery China Network, there are currently 36 lithium battery companies that have disclosed 2017 annual performance forecast, and 30 companies have reported that they are happy, accounting for over 80% of the total. Among them, there are 13 companies with profit growth upper limit exceeding 100%, accounting for the number of advance notices. More than one-third. But there are also companies in the fierce competition in 2017, the performance of pre-losing, lithium battery industry chain business performance differentiation.
According to reports, subsidy standards for new energy vehicles have been declining, subsidy standards are expected to be affected by stringent policy factors, and the days of most lithium battery companies facing the 'push-down pressure' dilemma seem to be bitter. This is mainly reflected in two aspects. : First, corporate net profit growth was lower than the same period of last year. Second, net profit of companies such as Chengfei Integrated declined year-on-year.
In the battle for upstream mineral resources, the performance of the company's annual report is different: the same arrangement of lithium in salt lakes, salt lakes and other three companies have joy and sorrow. Lanxiao Technology has adapted to various areas of market demand through technological innovation, and achieved various fields. With steady growth, the net profit reached RMB 86 million to RMB 1.0 billion; the net profit of Xinxing Zangge from the salt lake lifting industry was RMB 1.3 billion to RMB 1.5 billion; and due to the long construction period of some projects, Salt Lake has a large investment, and the product cost price Higher than the market price and other reasons, resulting in a net pre-deficit of 4.52 billion yuan to 3.54 billion yuan.
According to the analysis, currently the entire lithium power industry is under great pressure. In the short term, the subsidy retreat may affect the profits of some companies; but in the long run, the gradual decline of subsidies can force some companies to pursue technological progress and reduce costs. Improve performance, but also help the long-term development of the entire industry. Although the performance of lithium battery industry chain companies is severely differentiated, whether it can step on the industry development rhythm, achieve gorgeous turn and even high-quality development, all depends on the analysis of the market by enterprises And how to grasp the development opportunity.