New energy vehicles are developing rapidly
The new energy industry has become a hot topic
"If you top it up at 92, your hands and feet will become weak; if you top it up at 95, you will lose everything; if you top it up at 98, you will have to repay it for three generations!" Recently, such a joke has been circulating rapidly on the Internet.
Since the beginning of the new year, crude oil mining has been in a destocking stage due to the impact of the epidemic, and the conflict between Russia and Ukraine has intensified the upward trend of oil prices. Many car owners have complained that oil prices are too expensive and "cannot afford to pay more." Some car owners have even settled a score for this. : The cost of adding a tank of gas to a car can buy a bicycle, the cost of adding a month of gas to a car can buy a battery car, and the cost of adding a tank of gas to a car for a year is more than enough to buy a big gold bracelet. So now cars don’t burn Chinese gasoline, but Chinese gold.
While oil prices have soared, new energy vehicles have also set off multiple rounds of price increases. From March 15 to March 20, nine new energy vehicle companies including Tesla, BYD, Chery, Xpeng, Nezha, Leapmotor, Geometry, WM, and Euler announced official price increases, with the increase ranging from Ranging from 3,000 yuan to 30,000 yuan. CCTV financial reports show that since March, nearly 20 new energy vehicle companies have announced price increases, involving nearly 40 models.
Relevant industry insiders said that the tight supply of batteries, chips, and parts is the reason for the price increase of new energy vehicles. The bulk of the cost pressure is the raw materials of power batteries, among which the prices of nickel, cobalt, and lithium materials are all increasing significantly. state. In a short period of time, the price of its raw materials has remained high. At the same time, high oil prices have promoted the sales of new energy vehicles. The boom in production and sales has led to an increase in the price of power batteries.
Despite the "rising voice", many people still choose to buy new energy vehicles. According to statistics, sales of new energy vehicles in February were 334,000, a year-on-year increase of 184.3%. In the next ten years, "Generation Z" (those born between 1995 and 2009) will become the main force in the entire automobile consumer market. The high-tech, intelligent, environmentally friendly, all-weather interactive and other attributes of new energy vehicles are more in line with the "Z generation” consumption concept. It is worth mentioning that the total number of this group is approximately 260 million. It can be predicted that the product substitution power of new energy vehicles for fuel vehicles will be further highlighted.
Whether fuel vehicles are criticized for high fuel prices,New energy vehicles are being favored by a new generation of consumers, which is a boon to the development of the new energy industry. Zhongtaojun learned that the new energy industry has a complete industrial chain layout, including upstream cobalt, manganese, nickel ore, lithium ore, graphite ore and midstream ternary precursors and power battery cathode material conductive agents. Some financial analysts have analyzed that China’s raw materials and conductive agents for new energy batteries such as cobalt, lithium, nickel, carbon nanotubes, and graphene are currently in a period of rapid growth. The market demand and input-output are considerable, and many companies will choose to use Enter the market through acquisition or investment.
Ceramic giant makes strong move into new energy
Those who plan early get a "head soup"
On March 20, Lanzhou New District and Guangdong Hongyu Group Co., Ltd. held a "cloud signing" ceremony for a 200,000 tons/year anode material project. The project has a total investment of 5.3 billion yuan and covers an area of about 2,000 acres. The output value will be achieved after reaching capacity. More than 8.5 billion yuan. It is reported that this investment project of Hongyu Group involves new energy lithium battery materials.
"Cloud Signing Ceremony" of Lanzhou New District and Hongyu Group Project
Looking at the entire ceramic industry, in addition to Guangdong's ceramic giant Hongyu Group, Jiangxi's leading ceramic company Sun Enterprise has also begun to invest in the new energy field, and Keda Manufacturing, Dow Technology and other ceramics have already laid out their plans in the new energy field. Upstream companies have already tasted a lot of sweetness, and have achieved double growth in revenue and profits in recent years.
In December 2021, Gao'an City held a centralized signing ceremony for major projects in 2021 and the appointment ceremony of "Investment Ambassador". 21 projects were signed on site, including Jiangxi Yousheng New Materials Co., Ltd., a subsidiary of Sun Enterprise, investing 350 million yuan in Gao'an Battery anode material project created. It is reported that Jiangxi Yousheng New Materials Co., Ltd. is located in the high-tech park next to Gao'an City. The contracted project covers a total area of 80 acres and can produce 20,000 tons of high-end power battery anode materials annually.
In 2015, Keda Manufacturing entered the field of anode materials through graphitization production and processing and carburizing agent business; in 2017, Keda Manufacturing acquired 43.58% of Lanke Lithium's shares and became its second largest shareholder. At present, Keda Manufacturing has formed a business structure for graphitization processing, artificial graphite, silicon-carbon composite and other anode products.
The "2021 Performance Express Announcement" disclosed by Keda Manufacturing shows that the company's net profit in 2021 is 1.032 billion yuan, a year-on-year increase of 294.60%. Its financial report for the first three quarters of 2021 shows that from January to September 2021, the profits brought by Lanke Lithium's business segment accounted for 43.08% of the total profits during the period.
Dow Technology Jiangxi Jiana Project Commencement Site
Since 2016, Dow Technologies has quickly and accurately deployed its new energy materials business and successfully acquired equity interests in companies such as Jiangxi Hongrui, Qingdao Haoxin and Guangdong Jiana Energy. Dow Technology said that benefiting from the booming development of the new energy industry, there are sufficient orders for cobalt salts, ternary precursor products and graphene/carbon nanotube conductive agent products, and gross profit margins have increased significantly year-on-year.
The "2021 Performance Express Announcement" disclosed by Dow Technology shows that the company is expected to make a profit of 495 million yuan to 605 million yuan in 2021, a year-on-year increase of 717.96% to 899.73%. Its financial report for the first half of 2021 shows that revenue from the new energy sector accounted for 58.84% of the total revenue during the period from January to June 2021.
Manufacturing companies are subject to dual carbon and dual control restrictions
Ceramics Enterprises Open a New "Getting Rich"
In 2030, China’s total carbon emissions will reach a peak (forecast to be 10.8 billion tons); in 2060, China’s carbon emissions will achieve “net-zero emissions”; by controlling the total emissions and emission intensity, the GDP per unit of GDP in 2030 will Energy consumption must be reduced by 65% compared with 2005. The proposal of the “dual carbon” goal and the implementation of the “dual control” policy have brought considerable challenges to all walks of life. According to statistics, carbon emissions from the eight major industries of thermal power, steel, building materials, transportation, chemicals, petrochemicals, nonferrous metals, and papermaking account for 88% of China's total emissions.
For ceramic companies in the building materials industry, what does "dual carbon" and "dual control" mean?
First of all, the restrictions on parallel mergers and production capacity expansion of ceramic enterprises will inevitably become more and more stringent. The use of green energy may become standard, and the introduction of green energy will inevitably become more and more stringent.Non-ferrous energy projects require enterprises to have certain financial strength. At present, ceramics companies such as Marco Polo, New Pearl, Mona Lisa, Jianyi, Shuncheng, Jinduo, Jiangjun, Xinjincheng, and Inno have introduced photovoltaic power generation projects.
Secondly, ceramic companies are forced to adjust their production capacity structure and product structure, and constantly carry out technological innovation. They must not only use clean energy but also increase product value. Currently, coal-to-gas conversion and centralized gas supply are pressing the fast forward button in various production areas across the country. Ceramics companies that used to focus on low-end and OEM types are also beginning to seek reforms and pursue quality and brand development.
Not only that, the significant increase in energy use costs will bring operating pressure to ceramic companies, and restrictions on energy use will also bring certain production pressure to ceramic companies. In mid-2021, many ceramic companies across the country were forced to suspend or reduce production due to the "power rationing wave"; in early 2022, many ceramic companies chose to delay the resumption of production due to soaring natural gas prices.
Either useless or unaffordable, energy issues have stuck in the throats of manufacturing companies, including ceramics, time and time again. Some people in the industry said that the phenomenon of ceramic companies crossing over from the ceramic industry to the new energy industry has a dramatic effect of "I can't help but control my fate" after taking a closer look. Faced with challenges and crises such as the rising cost of raw materials and energy, and the frequent failures in large-scale B-end engineering projects, ceramic companies' move to the new energy track may be the first step for ceramic people to start a new era of "getting rich".
