Chjou Fangchao, Global New Materials International kompaniyasi vitse-prezidenti: Kelajakda biz sintetik slyuda asosida yangi energiya batareyasi materiallarini ishlab chiqishga e'tibor qaratamiz.
◎The reporter noticed that compared with Kuncai Technology (603826, SH), a listed company in the same industry of pearlescent pigments, the gross profit margin of Global New Materials International is better than that of Kuncai Technology (gross profit margin in 2020 is 40.18 percent ), but the market valuation But it is not as good as Kuncai Technology, which has a price-earnings ratio of about 107 times, while Global New Materials International is 33.5 times. Is the current market valuation too low?
Har bir muxbir Van Fan, har bir muharrir Chen Junji
Joriy yilning iyul oyida yangi material ishlab chiqaruvchi global yangi material xalqaro (06616, HK) Gonkong fond bozoriga rasman tushdi. 23-noyabr kuni, listingdan to‘rt oy o‘tgach, Global New Materials International o‘zining birinchi investor uchrashuvini o‘tkazdi.
Global New Materials International's important products are pearlescent pigments, which are related to traditional pigments. Pearlescent pigments have the advantages of non-fading, health and environmental protection, high stability, and bright colors. They are widely used in industrial coatings, plastics, textiles and leather, cosmetics and automotive coatings. As the raw material natural mica mineral resources are limited, in recent years, Global New Materials International has gradually extended upstream to develop artificial synthetic mica products.
The reporter of "Daily Economic News" learned at the investor meeting that the market value level, the progress of fundraising projects, the future planning and growth space of the two major product lines have become the focus of investors' attention. Zhou Fangchao, vice president and executive director of Global New Materials International, said at the meeting that in terms of pearlescent pigment products, the company will focus on the automotive-grade and cosmetic-grade markets; in terms of synthetic mica, Global New Materials International's research and development is based on synthetic mica. It is a new generation of lithium-ion battery separator material with excellent heat resistance, which is the company's key development direction in the future.
Ishlab chiqarishni yaxshilash loyihasi 2025 yilgacha to'liq ishga tushadi
Pearlescent pigment - oksid plyonkasi (qoplama qatlami) qatlamini slyuda kabi asosiy material bilan qoplash natijasida hosil bo'lgan yuqori darajadagi pigment. Yorug'likning aralashuvi tufayli an'anaviy pigmentlarni yo'q qiladi. Bu xavfsiz, ekologik toza va so'nmaydi. U strategik rivojlanayotgan sanoatga tegishli.
Xitoyda marvarid pigmentlarining muhim ishlab chiqaruvchisi sifatida Global New Materials International 2018 yildan 2020 yilgacha mos ravishda 318 million yuan, 441 million yuan va 569 million yuan operatsion daromadga erishdi va ota-onaga tegishli sof foyda 77,4 million yuan, 10,300 dollarni tashkil etdi. yuan va 148 mln. Yalpi foyda marjasi 46,2 foiz, 49,5 foiz va 49,9 foizni tashkil etib, 2021 yilning birinchi yarmida 52,7 foizga o‘sdi.
The "Daily Economic News" reporter noticed that compared with Kuncai Technology (603826, SH), a listed company in the same industry as pearlescent pigments, the gross profit margin of Global New Materials International is better than that of Kuncai Technology (gross profit margin in 2020 is 40.18 percent ) , but the market valuation is not as good as Kuncai Technology, which has a price-earnings ratio of about 107 times, while Global New Materials International is 33.5 times.
Is the current market valuation too low? On November 23, Zhou Fangchao, Executive Director, Vice President of Global New Materials International, said in response to investors' questions: "The company's market value is currently a certain distance from its competitors, but we believe that the market value is a process of growth. Do a good job in performance and fundamentals, and at the same time have more communication with investors, so that investors can discover the value of the company."
Aytish joizki, hozirgi kunda Global New Materials International yiliga 18,{1}} tonna marvarid pigmentlari va 8,{3}} tonna sintetik slyuda ishlab chiqaradi. Prospektda ishlab chiqarish zavodining birinchi bosqichidagi mavjud ishlab chiqarish quvvatlari deyarli to'liq quvvat bilan ishlayotganligi aniqlangan. Yillik foydalanish darajasi 100 foizga yaqin. Shu sababli, ishlab chiqarishni ko'paytirish Global New Materials International kompaniyasining bozor ko'lamini kengaytirish uchun ustuvor yo'nalishiga aylandi.
Listingdan jalb qilingan investitsiya mablag‘laridan foydalanishdan ko‘rinib turibdiki, jalb qilingan mablag‘lar, asosan, marvarid pigmentli mahsulotlar ishlab chiqarish bo‘yicha ikkinchi bosqich{0}}ishlab chiqarish korxonasi qurilishiga yo‘naltirilgan (loyihaviy yillik ishlab chiqarish hajmi 30 dona). ,000 tonna) va sintetik slyuda chiplari ishlab chiqaradigan Luzhay sintetik slyuda zavodi (yillik ishlab chiqarish 30,{4}} tonnani tashkil etadi). Zhou Fangchao yig'ilishda ikki loyiha joriy yilning to'rtinchi choragida va kelgusi yilning to'rtinchi choragida yakunlanib, foydalanishga topshirilishi va 2025 yilgacha to'liq ishga tushishini aytdi.
Sintetik slyuda asosida yangi energiya akkumulyatori materiallarini ishlab chiqish
CITIC Securities tadqiqot hisobotiga ko'ra, 2020 yilda marvarid pigmentlarining global bozor hajmi 18,9 milliard yuanni tashkil etadi va 2025 yilga kelib u 44,6 milliard yuanga ko'tarilishi kutilmoqda. Pearlescent pigmentlarga quyi oqim talabi diversifikatsiyalangan va yillik umumiy birikma Xitoyda keyingi besh yil ichida o'sish sur'ati 24 foizga etadi. Qoplamalar marvarid pigmentlarining quyi oqimdagi eng katta qo'llanilishidir. Pearlescent pigmentlar marvarid bo'yoqlarining taxminan 10 foizini tashkil qiladi. Avtomobil sohasidagi marvarid pigmentlari eng uzun sertifikatlash davriga ega. Ular tekshiruvdan o'tgandan so'ng, ular avtomobil zavodiga mahkam bog'lanadi. Ko'z bo'yog'idagi marvarid pigmentlarining ulushi taxminan 5% -10% ni tashkil qiladi, u mukammal dekorativ effekt bilan barcha turdagi bo'yanish patnislariga kirib borishi kutilmoqda.
Regarding the development of downstream product applications, Zhou Fangchao said at the investor meeting: "Automotive and cosmetics are the fastest rising downstream industries, and they are also the company's current focus of development." He cited third-party data and pointed out that in the automotive market, due to penetration The growth rate, production and car ownership are expected to increase at a compound annual growth rate of 47.1 percent from 2021 to 2025 in the global automotive pearlescent pigment market; in the cosmetics market, benefiting from consumption upgrades and increased appearance awareness, it is expected to grow from 2021 to 2025. The CAGR to 2025 is 32.8 percent .
"At present, the company's cosmetic-grade pearlescent pigments have entered a number of well-known domestic and foreign cosmetic companies, and this year's sales have accounted for more than 10 percent ; regarding automotive-grade pearlescent pigments, the company has been researching since 2015, and successfully passed in 2018. The most stringent inspection standard for automotive-grade products, that is, the two-year weather resistance exposure test in Hainan Island, has the conditions to enter the auto OEM, refinish paint, and spare parts markets, and has now achieved mass sales." Zhou Fangchao Express.
Shuni ta'kidlash kerakki, marvarid pigmentlarini ishlab chiqarish jarayonida slyuda muhim xom ashyo, marvarid pigmentlarining yorqinligi manbai bo'lib, shuningdek, yaxshi izolyatsiya, yuqori haroratga chidamlilik, issiqlik izolyatsiyasi va boshqa xususiyatlarga ega. Tabiiy slyuda mineral resurs hisoblanadi va chet eldan import qilinadi. Slyuda resurslarini sotib olish bo'yicha cheklovlarni buzish va import o'rnini bosishni amalga oshirish uchun sintetik slyuda texnologiyasi asta-sekin marvarid pigment sanoatida yangi raqobatbardosh to'siq bo'ldi. Sanoat zanjiri yuqori oqim integratsiyasi tendentsiyasini shakllantirdi va ko'plab kompaniyalar sintetik slyudaning yangi ilovalarini o'rganishni boshladilar.
Muxbir sintetik slyuda yangi energiya sohasida yaxshi qo'llash istiqbollariga ega ekanligini bilib oldi. Batareya ajratgichidagi slyuda materialini qoplash lityum ionlarining o'tkazuvchanligiga ta'sir qilmasdan ajratgichning sterik barqarorligi va tekisligini yaxshilashi kutilmoqda va shu bilan ijobiy va salbiy aloqa tufayli qisqa tutashuv xavfini kamaytiradi.
Chjou Fangchaoning aytishicha, sintetik slyuda sohasida kompaniya kelajakda sintetik slyuda asosidagi yangi energiya akkumulyatori materiallarini ishlab chiqishga e'tibor qaratadi va hozirda yangi avlod litiy{0}}ionli batareya ajratgichlarini ishlab chiqmoqda. Mavjud natijalarga ko'ra, mahsulot yaxshi yuqori harorat qarshiligiga ega, bu batareyaning xavfsizligini sezilarli darajada yaxshilashi mumkin; suyuqlikni yaxshi singdirish va ushlab turish va batareyaning aylanish jarayonini samarali yaxshilash; yuqori gözeneklilik, shuning uchun batareyaning ichki qarshiligi kichik va energiyani aylantirish tezligi yuqori. Uning ma'lum qilishicha, sintetik slyuda asosidagi yangi energiya akkumulyatori materiallari bozorga 2022 yilda chiqarilishi kutilmoqda.
