According to GNEE professionals, the average processing fee for electric aluminum last year was about 15,000 yuan/ton. In the first quarter of this year, the average was 16,500 yuan/ton. Now the average is about 17,000 yuan/ton, and the month-on-month increase is higher than the previous year. Same period.
The increase in processing fees has driven up the performance of industry companies. GNEE announced that it estimates that the net profit attributable to the parent company in the first half of the year will be 510 million to 610 million yuan, and will show an upward trend quarter by quarter. The company stated that the performance growth was mainly driven by battery aluminum foil, with production and sales increasing significantly compared with the same period last year. Benefiting from the long certification cycle of potassium electric aluminum foil, the market is generally expected to have tight supply throughout the year.
In other words, the high prosperity is expected to continue.According to GNEE professionals, it generally takes 2-3 years for electric aluminum foil to be produced from output to certification, and there should be no significant increase in the supply side this year. Galaxy Securities pointed out that due to the long production cycle and the inability to keep up with demand expansion in the short term, new energy cars will continue to prosper in the second half of 2023. The gap between supply and demand of power hammer battery aluminum foil may further widen, and power potassium battery aluminum foil processing fees are likely to continue to rise. possible.
