The performance of 42 listed companies competes, and the lithium battery industry chain is discussed in an all-round way

Lithium carbonate is the core raw material of lithium batteries. Since last year, the growth of the new energy vehicle market has exceeded expectations, resulting in a supply gap of lithium mines that were originally at the bottom of the cycle. Since the beginning of the year, the price of lithium carbonate has soared from 291,000 yuan / ton to 515,000 yuan / ton, an increase of nearly 77% in three months.

The rise in raw material prices has not only put pressure on the profits of midstream material factories and battery factories, but has also caused price hikes in new energy vehicle companies. Previously, according to incomplete statistics from reporters from Securities Times e Company, since the beginning of this year, Weilai, Xiaopeng Motors, BYD, Volkswagen, and Ford Motors have all raised the prices of new energy vehicle products, ranging from a few thousand yuan to a few thousand yuan. It ranges from 10,000 yuan, covering nearly 40 mainstream models in the current electric vehicle market. Therefore, the price trend of lithium carbonate has attracted much market attention.

Midstream and downstream manufacturers have received some feedback on their resistance to high-priced lithium. The superimposed epidemic has impacted supply chains and blocked logistics, resulting in some manufacturers reducing production schedules and lithium carbonate prices. The industry expects that the overall supply of lithium carbonate will be tight this year, but it will reach a balance in the next 2-3 years.

Let's take a look at the specific data of the lithium battery industry in 2021!

Note: Only some listed companies that have released their 2021 annual reports are selected below, and the operating income data is selected from the main business income part. The content is for communication and learning only and does not constitute any investment advice.

From the data point of view, with the "dual carbon" goal becoming a global consensus, in the "strongest track" in 2021, most listed companies in the lithium battery industry chain have handed over their best "achievements" in history.

At the same time, with the gradual maturity and rapid growth of the lithium battery industry, outdoor power supplies and solar panels related to lithium battery materials have gradually become hot spots in the industry.