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新能源领域复苏明显!蔚蓝锂芯一季度扭亏为盈

作者:zhulij来源:长江有色金属网网址:http://www.ccmn.cn

近日,蔚蓝锂芯披露了2024年第一季度财务报告,数据显示,公司该季度实现营业收入1,429,240,199.07元,同比增长46.77%,实现归属于上市公司股东的净利润70,665,124.35元,同比大增663.09%,实现了扭亏为盈的显著转变。

近日,蔚蓝锂芯披露了2024年第一季度财务报告,数据显示,公司该季度实现营业收入1,429,240,199.07元,同比增长46.77%,实现归属于上市公司股东的净利润70,665,124.35元,同比大增663.09%,实现了扭亏为盈的显著转变。基本每股收益达到0.0613元/股,展现出强劲的增长势头。

蔚蓝锂芯作为国内领先的锂电池制造企业,一直致力于新能源领域的创新与发展。公司主营业务涵盖锂电池、LED及金属物流配送等多个领域,其中锂电池业务占据了重要地位。近年来,随着新能源汽车、储能等领域的快速发展,锂电池市场需求持续增长,蔚蓝锂芯也紧跟市场趋势,加大研发投入,不断提升产品性能和技术水平。

在锂电池业务方面,蔚蓝锂芯拥有先进的生产线和完善的产业链布局。目前,公司锂电池年产能已接近4亿颗,产线处于满产状态。为了满足市场不断增长的需求,公司还在积极扩建产能。据悉,张家港工厂二期项目预计将在今年四季度投产,新建产能约3亿颗,届时公司锂电池总产能将达到7亿颗左右。此外,淮安工厂一期项目也在稳步推进中,预计明年底将逐步投产,目标产能为6亿颗。

除了产能扩建,蔚蓝锂芯还在产品研发和技术创新上不断突破。公司不断推出适应市场需求的新产品,提升产品性能和质量,同时加强与国内外知名企业的合作,共同推动锂电池产业的发展。此外,公司还积极布局钠电池领域,虽然钠电池的量产大部分预计要到明年下半年,但公司对市场前景充满信心,认为规模效应有望在2024年开始显现,并计划在两轮车、户储、UPS、基站储能等领域快速替代传统电池。

值得一提的是,蔚蓝锂芯在锂电池业务盈利状况的大幅好转的同时,LED业务也取得了不错的成绩。随着LED技术的不断进步和应用领域的扩大,公司LED业务也呈现出良好的发展态势。

业内专家分析指出,蔚蓝锂芯在锂电池领域的持续投入和创新,以及产业链的完善布局,使其在市场竞争中占据了有利地位。未来,随着新能源汽车、储能等领域的进一步发展,以及钠电池等新兴市场的崛起,蔚蓝锂芯有望迎来更加广阔的发展空间。

然而,面对激烈的市场竞争和不断变化的市场需求,蔚蓝锂芯仍需保持警惕,持续加强技术创新和产品研发,提升产品质量和服务水平,以应对潜在的市场风险和挑战。


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新疆西部海新进出口贸易有限公司成立于2019年。是一家集国际进出口贸易、农副产品加工与生产、农业机械设备生产和销售及可再生资源回收再利用生产于一体的综合性企业。

Xinjiang Xibu Haixin Import and Export Trade Co., Ltd. was established in 2019. It is a comprehensive enterprise with businesses of international import and export trade, processing and produce of agricultural and sideline products, production and sales of agricultural machinery, and recycling and reuse of Renewable resource.

自公司成立以来一直着力打造全球化的采购供应链,现已与中亚、俄罗斯、非洲及巴西淡水河谷地区众多大型矿业集团达成战略合作协议。大宗矿产品的销售品系包含:电解铜、铁矿石、铜精粉、石油焦等。年销售规模自成立以来逐年稳步增长2022年已初步达成32亿人民币的销售规模。

Since its establishment, the company has been striving to build a global procurement supply chain, and has reached strategic cooperation agreements with many large mining groups in Central Asia, Russia, Africa and Brazil's Vale region. Sales of bulk mineral products include copper cathodes, iron ore, copper concentrate powder, Petroleum coke, etc. The annual sales volume has steadily increased year by year since its establishment. It has initially reached a sales volume of 3.2 billion RMB since 2022.

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2022年公司依托海外地区资源优势陆续完成了面粉加工企业、农业机械生产企业的投资与建设,并在运转初期就取得了骄人的业绩。公司面粉加工企业坐落于新疆边境霍尔果斯市综合保税区。现已与越南地区国企签定预采购面粉合同20000吨,销售金额将达到3.5亿人民币,累计小麦加工能力预计将达到50000, 年销售金额达6亿人民币。

In 2022, the company has successively completed the investment and construction of flour processing enterprises and agricultural machinery production enterprises based on the advantages of overseas resources, and has achieved impressive performance in the early stages of operation. The flour processing factory affiliated to the company is located in the comprehensive bonded area of Khorgas City, which is the border of Xinjiang. We have signed a pre- purchase flour contract with state-owned enterprises in Vietnam for 20000 tons, with a sales amount of 350 million RMB. The cumulative wheat processing capacity is expected to reach 50000 tons, with an annual sales amount of 600 million RMB.

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农业机械生产企业与澳大利亚等发达地区农业机械销售商累计签定定单达到1500000澳元。年预计完成出口产品达150台。预计年度销售规模将达到1.6亿人民币。

Agricultural machinery factory have signed cumulative orders with agricultural machinery sellers in developed regions such as Australia, reaching 1500000AUD. It is expected to complete the export of 150 units of machines annually. It is expected that the annual sales scale will reach 160 million RMB.


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当前,公司正以国家产业政策为指引,以自身全球采购供应链为优势和产业融合为契机,以产业化做精,多元化做强为目标,在新疆各级政府政策和上下游企业的支持下,依靠一支团结奋进、开拓创新的团队,一定能够把公司建设成为璀璨的企业之星。

At present, the company is guided by national industrial policies, taking its global procurement supply chain as an advantage and industrial integration as an opportunity, with the goal of becoming more meticulous and diversified in industrialization. With the support of government policies at all levels in Xinjiang and upstream and downstream enterprises, relying on a unity, progress, and innovative team, the company is bound to become a shining star of enterprises.

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