As of1month30days, a total of1,209Public disclosure of listed companies2022Annual performance forecast664Domestic performance is expected to be positive, proportionally55%Specifically,442The company's performance is expected to increase.105The number of households has increased slightly,22Family prosperity,95The company turned losses into profits. The company's performance is anticipated to be positive, with its main operations distributed in industries such as electronics, power equipment, and pharmaceutical biotechnology. In addition, strategic emerging industries have performed well.198The home industry comes from strategic emerging industries, mainly focusing on new-generation information technology, new materials, and biotechnology.
How do you view the strong performance of several leading lithium battery companies last year? Why are the companies with positive forecasts mainly concentrated in industries such as electronics, power equipment, and pharmaceuticals/biotechnology? How do you view the good performance of strategic emerging enterprises, especially those in the new generation information technology industry? What is your forecast for the prosperity of these industries this year? Frost & SullivanFrost & SullivanCui Nan, Executive Director of Frost & Sullivan Greater China Region (hereinafter referred to as 'Frost & Sullivan'), was interviewed by Securities Daily Interview, to jointly discuss the aforementioned topics.
Securities Daily
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Securities Daily Reporter: How do you view the strong performance of several lithium battery industry leaders last year?
A group of leading lithium companies represented by Tianqi Lithium Industry, Shengxin Lithium Energy, and Tianhua Superclean Remarkable achievements have been made in the past year It is mainly influenced by both industry benefits and the company's own management capabilities.
From an industry perspective, 2022In 2021, thanks to the continuous rapid development of new energy vehicles in China and other countries around the world, lithium batteries, as one of the key raw materials for new energy vehicles, saw significant growth in sales volume and price, driving the revenue growth of leading enterprises. According to the China Association of Automobile Manufacturers2022The production and sales of new energy vehicles in [year] showed that2022Throughout the year, China's new energy vehicle production and sales reached705.810,000 units and688.710,000 units, a year-on-year increase96.9%and93.4%, market share has reached25.6%,2022The rapid growth in the production and sales of new energy vehicles in recent years has driven an increase in demand for upstream lithium batteries.
From the perspective of raw material prices, Although raw material prices continued to surge in the first half of last year, with some raw materials surging by more than10Multiple times, but currently the prices of raw materials have shown a downward trend. The decline in raw material prices has brought greater growth potential to leading enterprises.
In addition, the company's own management capabilities have also had a positive impact on its strong performance. Taking Tianqi Lithium Industry as an example, the company is actively deploying in the industrial ecosystem. The joint venture companies purchased by Tianqi Lithium Industry previouslySQM2022The annual performance has increased significantly year-on-year, so the company's related investment income has also risen significantly, and it holds shares inSESYu2022year2The company is listed on the New York Stock Exchange, and its investment income has also had a positive impact on the company's impressive performance.
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Securities Daily Reporter: Why are the companies receiving positive forecasts mainly concentrated in industries such as electronics, power equipment, and pharmaceuticals and biotechnology? What is the expected prosperity level of these industries this year?
Looking at the number of sectors to which the company belongs, in descending order according to the performance forecast,2022The electronics sector is expected to see the largest number of companies making positive forecasts for the year, followed by power equipment and pharmaceutical biotechnology.
In the electronics sector, Despite the continuous inventory reduction of consumer electronics companies due to weak sales of smartphone terminals, they are also benefiting from the support of demand in downstream segments such as smart cars and photovoltaics. Coupled with the trend of domestic substitution, semiconductor equipment and components,IGBTAs the segmented fields maintain a high momentum of development, overall, the semiconductor and automotive electronics sectors have become key drivers for the electronics sector.
In the power equipment sector, China's development goal of 'dual carbon' provides an important impetus for the construction of new power systems, and the goal of new energy transformation has also catalyzed the development of energy storage in China. According to data from the National Energy Administration, as of2022year12At the end of the month, the cumulative installed power generation capacity nationwide was approximately25.61000 million kilowatts, a year-on-year increase7.8%Among them, the installed capacity of wind power is about3.71000 million kilowatts, a year-on-year increase11.2%, with the installed capacity of solar power generation about3.91000 million kilowatts, a year-on-year increase28.1%At the same time,2022New photovoltaic installations in the year874110,000 kilowatts, a year-on-year increase60.3%In the future, with the development goals of new energy, the electronic device industry will continue to see positive development.
In the pharmaceutical biotech sector, 2022Affected by the pandemic in 2020, the industry as a whole maintained a strong growth momentum. The main highlights include pharmaceutical R&D outsourcing, diagnostic reagent services, chain pharmacies, medical equipment, and routine vaccines.
It is expected that this year, as China adjusts its epidemic prevention and control policies, these industries with strong momentum will continue to maintain steady growth.
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Securities Daily Reporter: How do you view the good performance of strategic emerging enterprises, especially the new generation information technology industry?
The State Council is in2010In the 'Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries' of [year], strategic emerging industries were defined for the first time as industries that are based on major technological breakthroughs and significant development needs, play a significant leading role in the overall economic and social development and have great growth potential. The plan is to2030Before the Spring Festival, China had reached world-advanced levels in seven major fields: energy conservation and environmental protection, new-generation information technology, biology, high-end equipment manufacturing, new energy, new materials, and new energy vehicles.
2022In [year], our country continued to encourage and promote the development of the new generation information technology industry, promoted the introduction of relevant policies to support the development of software and information technology services, formulated and issued the '14th Five-Year Plan' for the Development of Software and Information Technology Services, and the 'Three-Year Action Plan for Cloud Computing Development (2017—2019In the past year, a series of policy documents such as 'Guiding Opinions on Accelerating the Application and Industrial Development of Blockchain Technology' were issued. At the same time, efforts have been made to actively layout the development of fields such as big data, cloud computing, artificial intelligence, blockchain, and industrial Internet, and to integrate these technologies into key industries.
Taking manufacturing as an example, China has emphasized the need to accelerate the deep integration of new-generation information technology with manufacturing, and promote the clustered development of advanced manufacturing industries. Therefore, we believe that the outstanding performance of strategic emerging enterprises, especially in the new generation information technology industry, is a reflection of our country's national development goals and an important foundation for promoting future development.
*This interview was published in 'Securities Daily', with reporter Xing Meng, and the original title was "Over 1,000 Listed Companies2022Full scan of annual performance forecasts:234The upper limit of net profit growth at home exceeds100%Lithium battery stocks outshine the rest (Click on the article title to read the full report).
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