It is understood that Tianqi lithium industry will reach 40,000 tons of lithium chemical production scale in 2018, and reached more than 100,000 tons of production capacity.
Tianqi lithium industry (002466) released the first quarter report in 2018 showed that the company achieved over $ 1.669 billion in business income from January to March, an increase of 56.92% from the same period last year; the net profit of shareholders of listed companies was 660 million yuan, compared with last year An increase of 62.7%. It is expected that the net profit attributable to the shareholders of listed companies from June this year is 13-1.45 billion yuan, an increase of 40.69% -56.93%.
While the company has a steady growth, in order to further enhance the ability to standardize the capacity, promote the internationalization strategy, broaden financing channels, the fourteenth meeting of the fourth board of directors held on March 22 this year, agreed to apply for the company to apply for the company. The listing of the listing; the 2017 shareholders meeting held on April 24 reviewed and passed this release program.
When Tianqi lithium industry is investigating investor investigative investors, the Board of Directors of the Issuing H-shares will be prudential. In the company's internationalization process, they choose to be listed in Hong Kong instead of other regions, which is a more reasonable decision; secondly, the current global The energy industry has an optimistic attitude, especially for the lithium industry, according to different financial valuation methods, the management of H shares is full of confidence, and management will be prudently promoted, thinking that shareholders have achieved greater value.
"For a compliant China A-share company, if you meet the H-shares listing and subsequent regulatory requirements, companies can also reflect the company's competitiveness of the international market. And an international financing platform will also be a company. Future development provides more possibilities. "Tianqi lithically said.
The industry analysis believes that as a global lithium compound giant company, Tianqi lithium industry has been listed through Hong Kong H shares to broaden financing channels, which is to cooperate with the company's rapid expansion. It is understood that Tianqi lithium industry will reach 40,000 tons of lithium chemical production scale in 2018, and reached more than 100,000 tons of production capacity.
It is worth mentioning that the production capacity expansion of the Tianqi lithium industry is based on high-end customer needs.
The current Tianqi lithium ore lithium lithium technology is the first to none, and the quality of the company's lithium chemical products is also in the leading position. For Japanese and Korean customers who have supplied goods, there is a higher demand for the main content, and there is also a clear requirement for magnetic foreign body indicators. Therefore, the natural competitive reputation is established due to stability and consistency.
In the future, the company will increase lithium hydroxide production capacity that is already in the world's leading quality to match high-end customers, and provide high quality, stable, providing high quality, cost-effective lithium product guaranteed, and optimizes customers with sustained to meet the personal needs of downstream customers. Satisfaction and long-term cooperative relationship. The company's investment in Australia has been completed at the end of 2018, and the project process of production climbing in 2019 will remain unchanged.
In addition to the improvement of the production capacity, it is said that the "technology is always the core competitiveness" said that the current stage will accelerate the progress of scientific research projects represented by battery recovery and resource recovery, metal lithium negative materials; in innovation expansion, company It is expected that the battery recovery can be completed in 2018, and enter the middle trial phase.
About Tianqi Lithium Industry's SQM Equity Program, Ganzi Preproject Progress, in the Development of Lithium Industry Development, the next stage R & D direction and judgment on the development trend of lithium industry, etc., and look at the following research records:
1. Does the Chilean government have hindered the development of Chinese companies in lithium? How does the company plan for SQM's equity?
A: As of now, the company's SQM2.1% equity has not changed. The company is noted that the relevant media reported from the beginning of the year, but also pays attention to the recent talks between the Chinese government and the Chilean government, and the two sides emphasize the importance of maintaining friendly cooperative relations between China.
2. In recent years, China has went to Australia to buy or invest lithium ore. Is there a similar consideration? Is the company progress in the lithium ore project in Ganzi Prefecture?
A: The company has been known from the current mining of the Australian region and the mine to be exploited. Through economic measurement, it is considered that the choice of focusing on the expansion of Tyleson Green Bush mine is more feasible. In addition, the company believes that Ganzi Yajiang Paladi Liquorite is a medium and long-term and necessary resource reserves. Although the current consideration is still in the blending phase, based on the real development needs of China and the new energy market, we are based on the true development needs of the future China and the new energy market. It is expected that there will be substantial advances in the shortcomings in the future.
3. Will the company bound to the downstream car to ensure the profit margin?
A: The company continuously optimizes the composition of blue chip customers according to the market development trend, and is committed to building a long-term good cooperative relationship with customers, and jointly explores the long-term development-oriented production and operation plan to continue to meet the needs of quality customers and provide themselves. More competitive lithium chemical products support the company's long-term profitability.
4. How do the company look at the positioning of themselves in the development of the lithium industry?
A: The company has long-term cultivation of the field, focusing on the lithium industry, is pragmatic and judging the development law and trend of the industry, firmly optimistic about the long-term development prospects of the industry, and also clearly develops the structural problems that have emerged in the industry:
1) Lithium resource economically exploit reserves, taste, cost structural differences; 2) Lithium chemical processing technology, processing cost, product varieties and quality structural differences; 3) The structural difference between the target market and core customers; therefore, The homogenization and low-level competition of the lithium-electric material industry chain will not sustainable, the industry's survival is suitable, the market process of self-purification has emerged, and the concentration is increasingly high will be the inevitable trend of the industry.
Tianqi has high quality and stable lithium resources, the world's leading ore lithium lithium technology and high-quality battery-grade carbonate, battery-level hydroxide market recognition and reputation, constitutes the company's strong moat, the company will continue to focus the main business Increase technical investment, accelerate the transformation into technology, and comprehensively improve sustainable global competitiveness, leading the industry's long-term healthy development.
5. Is I ask the company's next phase of R & D direction and progress? How to distribute research and development costs?
A: The company's next R & D direction includes advanced lithium and new product preparation technology, next-generation battery key materials, battery recovery and creation of zero-pollution recycling channels, forming resource closed loop and comprehensive utilization, and also facilitating environmental protection and sustainable develop. In 2018, the company specializes in establishing an academic guidance committee, responsible for providing strategic guidelines for company technology research and development, refining R & D work plan and goals in the next three to five years or longer.
In addition, the company continues to introduce advanced technology research and development, complement to the academic committee, promote the company's more effectively promoting the progress of research and development projects and the development team talents, to create a first-class R & D team that matches the company in the world's new energy industry.
6. Does the company think that the expansion of the lithium industry may lead to overcapacity? Is there any price drop?
A: Since the company's profit quality is from long-term, effective and reliable product supplies, it is not only from the production capacity of the demand, but we don't worry that the industry has overcapacity. In addition, there is a consensus between the lithium industry, and the stable and reliable supply of lithium products is more important than short-term products. We believe that the company is in the early days of the industry's long boom cycle, industry shuffling and elimination is an inevitable process, and quality products will still be in short supply. Read the full article, original text title: [Litho technology • Focus] Tianqi lithium industry to apply for Hong Kong H shares to listed acceleration promotion international strategy
Article Source: [Micro Signal: Weixin-GG-LB, WeChat public number: high work lithium battery] Welcome to add attention! Please indicate the source of the article.
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