New energy vehicle sector, which performed poorly in the new year, rebounded today, opening 10 minutes, new energy vehicle ETF (515030) rose 1.29%. Enjie shares, a constituent stock, announced on the 10th that the net profit in 2021 is expected to be 2.66 billion yuan to 2.76 billion yuan, an increase of 138.44% 147.40% over the same period last year, and the share price rose 7% today.
With regard to the reasons for the change in performance, Enjie said that in 2021, thanks to the continuous increase in the production capacity of the wet lithium battery separator, the continuous consolidation of its competitive advantage, and the company's tight grasp of the development opportunities of the lithium battery separator business, the company continued to open up markets at home and abroad, and the output and sales volume of the wet lithium battery separator increased steadily, and the superposition company further strengthened its internal management and effectively improved the efficiency of operation and management. Reduce cost and increase efficiency, the overall profit level of the company has been significantly improved.
Information shows that Enjie shares mainly include lithium ion isolation membranes and other membrane products, including cigarette labels and aseptic packaging, packaging and printing products and paper products packaging products. In the first half of 2021, the income of membrane products accounted for the largest proportion, accounting for 86.19% of the total income.
CSC FINANCIAL CO.,LTD said that the subsidy policy in 2022 makes it clear that by the end of the year, it will not be subject to the upper limit of about 2 million vehicles per year, which is good for the terminal volume of the industry. Sales of 2022Q1 new energy vehicles are expected to exceed 1.1 million, + 106% year-on-year, of which 430000 new energy vehicles were sold in January, + 123% year-on-year.
CITIC said that recently, concerns about the rapid rise in lithium prices and the "insufficient supply of lithium" have led to a significant adjustment in the lithium plate, and we judge that the new global supply of lithium in 2022 can meet the growth of downstream demand. Lithium will not become a hard constraint on the development of the electric vehicle industry. Restricted by the mineral resources development cycle, we expect lithium to become one of the most sustainable links in the power battery industry chain. At the same time, it is expected that the catalyst and rising power of the plate will shift from "price increase" to "performance". Lithium plate has a strong valuation advantage and allocation value in 2022.