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The new energy industry chain is worried about improving Longji Machinery's business growth in the f

日期: 2022-04-28
浏览次数: 0

Recently, due to the repeated epidemic situation in Shanghai, the industrial chain of new energy vehicles concentrated in the Yangtze River Delta has been partially shut down, and the superimposed logistics is not smooth, resulting in the market full of worries about whether the production and sales of new energy vehicles can maintain growth. A number of new energy OEMs executives also voiced on social media, arguing that the supply chain would stop producing again, which might lead to the shutdown of the whole industry. Pessimistic sentiment accumulated strongly, and the new energy vehicle sector in the secondary market continued to decline.

But from a fundamental point of view, the new energy vehicle sector has hardly changed greatly. According to the data of China Automobile Association, in the first quarter of 2022, the cumulative production and sales of new energy vehicles were 1.293 million and 1.257 million, with a year-on-year increase of 1.4 times and a market share of 19.3%. In the first quarter, BYD set a record high sales volume of new energy vehicles, and announced that it would no longer produce fuel vehicles from March 2022.

Most of the industrial chain enterprises that have published a quarterly report have also achieved rapid growth in performance. On the evening of April 26th, the lithium mines Ganfeng Lithium Industry and Shengxin Lithium Energy, which just released a quarterly report, deducted non-net profit in the first quarter more than last year; On behalf of BYD's first-quarter performance forecast, the whole vehicle factory expects net profit to increase by 174%-300% year-on-year; The profit of battery component company Kodali in the first quarter increased by 93.33%.

The market believes that this round of decline in the new energy vehicle sector is more due to epidemic situation and pessimism.

At present, the negative impact of the epidemic is gradually easing. In order to reduce the negative impact of the epidemic on the automobile industry chain, relevant regions and departments actively promote enterprises to resume work and production, dredge freight logistics, and promote the automobile industry chain to resume operation. These measures have revived the market confidence, and the fundamentals of the industry have been firm. As of the close of April 27th, all the stocks in the new energy vehicle sector have performed well, and the CSI New Energy Vehicle Industry Index (930997.CSI) has risen by over 8%.

Longji Machinery (002363.SZ), as a recruit of the new energy vehicle track, has also contributed its own strength. Before 2020, Longji Machinery's main business still belonged to traditional automobile brake discs. After re-examining and sorting out its own business, the company formulated a strategic plan to upgrade and transform its main business to new energy vehicle brake discs.

After two years of development, the brake disc of new energy vehicle has become the main product promoted by the company, and now it has gradually entered the supply chain of many new energy vehicle factories, including BYD, Guangzhou Automobile, Great Wall, Geely, etc. With confidence in the quality of its own products, the company takes direct access to Tesla's supply chain as one of its corporate goals.

At present, due to the hot sales of downstream new energy vehicles, the company's brake discs are in short supply. At the performance exchange meeting in 2021, the company also indicated that the production workshop was producing at full capacity according to the set capacity, which verified the hot demand of brake disc products.

According to the latest quarterly report of 2022, the company achieved revenue of 531 million yuan during the reporting period, an increase of 19.55%. It can be speculated that the company's new energy business development is in good condition, and the continuous volume of high value-added products contributes to rich performance. At the same time, the net operating cash flow during the reporting period was 120 million yuan, an increase of 539.37%. With the deepening of cooperation between the company and mainstream OEMs, the ability to collect money is expected to be further improved. The sustained growth of revenue in the first quarter will be a good start, and the company is expected to continue to enjoy the accelerated growth of dividends in the new energy vehicle industry in the future.

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