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We Think That There Are More Issues For Hunan Yuneng New Energy Battery MaterialLtd (SZSE:301358) Than Just Sluggish Earnings
Hunan Yuneng: Semi-Annual Report 2024
Hunan Yuneng: Summary of the 2024 Semi-Annual Report
Hunan Yuneng (301358.SZ): The net income in the first half of the year was 0.389 billion yuan, a year-on-year decrease of 68.57%.
Hunan Yuneng (301358.SZ) released its semi-annual report for 2024, reporting revenue of 10.782 billion yuan for the reporting period, a year-on-year decrease of 53.48%; net income attributable to shareholders of the listed company was 0.389 billion yuan, a year-on-year decrease of 68.57%; net income attributable to shareholders of the listed company after deducting non-recurring gains and losses was 0.38 billion yuan, a year-on-year decrease of 68.82%; and basic earnings per share was 0.51 yuan.
Soochow Securities: Bullish on the strong domestic sales of electric vehicles, expecting production to increase further in the Q3 peak season.
In August, the production capacity of the electric vehicle industry is expected to increase by about 5% compared to the previous month, in preparation for the peak sales season in the automobile industry in September and October. In addition, with strong demand for energy storage both domestically and internationally, it is expected that the industry will further increase in September, with a quarter-on-quarter growth rate of 10-20% in Q3. It is expected that the prosperity will continue until November.
When will the inflection point of lithium carbonate prices arrive after breaking the key "cost line" of 0.08 million yuan?
The industry generally believes that 0.08 million yuan/ton is the supply-demand balance cost line for the lithium carbonate industry.
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