Lithium battery industry is under great pressure -- the performance of related enterprises is seriously polarized.

According to the battery Chinese statistics show that the current disclosure 2017 annual performance forecast lithium battery enterprise has 36, good company to reach 30, total ratio over eighty percent, the cap of more than 100% of the company's profit growth up to 13, forecast the number of a third. But there are also companies in the fierce competition in 2017 performance losses, and lithium battery industry chain enterprises performance differentiation is serious.

It is understood that the new energy vehicles subsidies standards TuiPo, subsidies standards expected policy factors, such as stiff face "squeeze down on" the day of trouble most of the lithium battery enterprise somewhat bitter. This is mainly manifested in two aspects: one is the enterprise net profit year-on-year growth is low. Second, the Chengdu integrated companies such as net profit year-on-year decline.

In the battle for the mineral resources in the upstream, corporate annual report results: a different layout same lithium salt, salt lake shares and other three companies have a sad. LanXiao technology through technical innovation adapts to changes in all areas of the market demand, to achieve the various fields of steady growth, net income of 086 million yuan to 100 million yuan. Salt lake lithium industry of nova hidden lattice holding net income of 1.3 billion yuan to 1.5 billion yuan; And salt lake shares as part of the project construction cycle is long, investment is bigger, the product cost price is higher than the market price, causing a net loss of 4.52 billion yuan to 3.54 billion yuan in advance.

Analysis thinks, at present the whole pressure lithium electricity industry. In the short term, subsidies TuiPo could make the affected part of the corporate profits; But in the long run, the subsidy can gradually TuiPo reversed transmission some enterprises to pursue the technological progress, reduce costs, improve performance, more help to the long-term development of the whole industry. Although the lithium battery industry chain enterprises performance differentiation is serious, but can step on rhythm of industry development, realize the luxuriant turned and even the development of high quality, everything depends on the enterprise on the analysis of market judgment and the ability to grasp the development opportunities.

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