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Text丨Polaris Energy Storage Network Author 丨 Qingzhi
Recently, the performance forecast disclosure of listed companies has ended a few days ago, and the performance of the energy storage industry is very impressive! According to incomplete statistics from Polaris Energy Storage Network, more than 70 listed companies in energy storage concept stocks have announced their performance forecasts for 2021. The total net profit is expected to reach 130.7 to 145.1 billion yuan, with an average increase of more than 300%, and half of them have a net profit of 130.7 to 145.1 billion yuan. Profits doubled, and only one company suffered losses!
After combing through the disclosed performance forecasts, our Polaris Energy Storage Network found that the companies engaged in the development and investment of new energy and power storage projects mainly include Longyuan Electric Power , Three Gorges Energy, Ningbo Energy, Jiangsu New Energy, Three Gorges Energy and Longyuan Electric Power The net profits are similar, both above 5.5 billion yuan. Jiangsu New Energy Development Co., Ltd. is a listed company controlled by Jiangsu Guoxin Group Co., Ltd. It is engaged in the investment, development, construction and operation of new energy projects such as wind energy and solar energy. In 2021, it doubled its net profit.
Although there are still many difficulties in the energy storage profit model and commercial promotion, in the context of dual-carbon development, new energy supporting energy storage has become increasingly common. Energy storage construction and operation subsidies have been introduced in many places to promote industry development, and energy storage projects have been accelerated. Equipment suppliers first won the market development opportunity.
From the perspective of core equipment supply companies in the energy storage industry chain, more than 27 companies have announced performance forecasts. Among energy storage system and energy storage battery supporting companies, the leader CATL has a net profit of 14 billion yuan~165 100 million yuan firmly sits on the top 1 throne. This is the third consecutive year of net profit growth since CATL went public in 2018. Especially this year, it is expected to increase by 150.75% to 195.52% year-on-year, an increase that far exceeds that of previous years.
From the perspective of energy storage equipment suppliers, CATL’s performance is not an exception. For example, the same energy storage battery company billion Wei Lithium , energy storage PCS company TBEA , Deye Co., Ltd., etc. have all achieved net sales. Profits increased significantly.
In the energy storage industry chain, the most outstanding performers are battery materials companies. Since the end of 2020, the price of lithium battery raw materials has continued to rise. Related companies with lithium resources and lithium mines have made a lot of money. The performance of Shanshan Shares , Changchun Lithium, Shengxin Lithium Energy and other representative companies Especially outstanding, net profit increased five times, ten times, and thirty times year-on-year. Tianqi Lithium also finally achieved a turnaround in 2021 after suffering losses for several years.
However, unlike what the industry expected, battery companies have been under cost pressure amid the sharp increase in raw material prices. It was not until September 2021 that some companies reported price increases. However, such as CATL, Sunwanda , etc. Taking second-tier battery companies as an example, their profits have not been greatly affected and they have achieved substantial year-on-year growth.
By analogy with net profit, the overall revenue of the energy storage industry is also expected to achieve substantial growth. Starting from 2021, the demand for electric energy storage market has surged, and the development of new energy vehicles has also been higher than expected. Energy storage system integrators, battery companies, and lithium battery material companies are all expanding production capacity. According to previously disclosed information, production capacity The line construction cycle is generally about 2 years, and it is expected to be released gradually around the second half of 2022. This means that 2022 will be another bumper year for energy storage equipment and energy storage material companies!
Disclaimer: The above content is reproduced from Polaris Power Network, and the content posted does not represent the position of this platform. National Energy Information Platform contact number: 010-65367702, email: [email protected], address: People's Daily, No. 2 Jintai West Road, Chaoyang District, Beijing
