In the first half of 2015, in stark contrast to the traditional fuel vehicle market, domestic new energy vehicles and electric vehicles achieved a bumper harvest and achieved a growth rate of more than twice the rate of the same period of the previous year; in addition, with the gradual upgrading of automobile emission standards, the The tail gas aftertreatment device related products should also be one of the winners. Then, did the domestic related parts and components companies that matched them get the corresponding benefits? We tried to find out the answers from several domestic listed company parts and components companies. NdFeB products have not benefited from mainstream manufacturers As one of the main basic material suppliers for new energy vehicles, NdFeB permanent magnet materials produced by Ningbo Yunsheng Co., Ltd., strategically speaking, NdFeB permanent magnet materials are the third generation of rare earth permanent magnet materials. The rising industry status speaks for itself. It is understood that since its birth in 1983, NdFeB has been hailed as “Magnetic King†for its excellent magnetic properties and has been widely used in modern industrial and electronic technologies. With the growth in demand arising from the development of new energy vehicles and the robot industry, high-performance NdFeB permanent magnet materials are expected to usher in the golden development period. Although the future development can be expected, but from the actual income of Ningbo Yunsheng, in the first half of this year, the company achieved operating income of 714,969,900 yuan, a decrease of 34,777,500 yuan over the same period last year, a decrease of 4.64%. According to the company, the main reason for the decrease in operating income was: due to the fall in the prices of rare earth raw materials, the selling price of neodymium-iron-boron products dropped in the first half of the year. At the same time, in the first half of this year, the company realized a revenue of RMB 588.1822 million for its main business of NdFeB products, a decrease of RMB 26,689,000 from the same period of last year, a decrease of 4.36%, and an 82% NdFeB product and its overall operating revenue. In the same direction, it is still in a relatively difficult period of development. In the first half of 2015, prices of raw materials for rare earths rose first and then fell. Demand was weak and turnover was light. This is the background of the entire rare earth industry. Analyze the main reason for the decrease of profit from main business, Ningbo Yunsheng believes that in the case of continuous decline in the prices of rare earth raw materials, the company’s reasonable profit-making customers, the sales price of NdFeB products decreased; while the sales volume of NdFeB increased, the stock When the price of rare earth raw materials is relatively high relative to the market price, the decline in the gross profit margin of products will become inevitable. In the face of unfavorable market conditions, Ningbo Yunsheng is not too pessimistic. They believe that new materials are one of the important foundations for the development of various types of high-tech industries. The level of scientific research and industrialization of new materials is a measure of a country’s economy and technology. And the important symbol of national defense is to promote the basic industries of comprehensive national strength. The development of NdFeB-related materials is still the main direction of the company's development. If there are bright spots in the first half of the year, then it will give full play to the advantages of scale, vigorously develop the domestic and international markets, insist on working with customers to jointly promote the development of new products, share development results, and stabilize customer relationships. The company has done some rainy days in the market downturn. jobs. Therefore, on the other hand, Ningbo Yunsheng's sales volume of sintered rare earth permanent magnets increased by 15.5% in the first half of the year, which has increased market share in VCM magnets and automotive motor magnets. Post-processing precious metals companies are sluggish Another company that should benefit from the improvement of emission standards is Guiyan Platinum Industry Co., Ltd., and its precious metal-related products in tail gas after-treatment devices have not received corresponding benefits. Affected by the economic downturn, an unfavorable factor in the first half of this year was the under-employment of upstream industries in the precious metal resource regeneration sector, resulting in a lack of vitality in the precious metal scrap market. From the actual situation in the first half of this year, your research platinum business realized an accumulative operating income of 285299.09 million yuan, 4.92% less than the 300.05886 million yuan of the same period of last year; the total profit was 52.2317 million yuan, a decrease of 7.98% from the 56.7644 million yuan of the same period of last year; The net profit was 4233.59 million yuan, a decrease of 6.06% from the value of 40.45488 million yuan in the same period of last year; the net profit attributable to the parent company was 39.3235 million yuan, a decrease of 5.98% from 41.823 million yuan in the same period of last year. It can be said to be a full year-on-year decline. As the main supplier of automotive exhaust after-treatment devices in China, you have undertaken and completed a number of national and provincial-level key projects and military supporting projects for many years. The company "industrialization of three-effect rare earth-based catalysts for automobile exhaust gas purification "It has been listed as a national demonstration project for high-tech industrialization, and it has favorable conditions such as the State Key Laboratory for Comprehensive Utilization of Rare and Precious Metals." However, the new material manufacturing sector of your research platinum industry is constrained by the poor performance of the automotive industry as a whole and the automotive catalyst market has experienced a significant decline. Slightly different from this, in the first half of this year, the five countries' product switching and international market development work of Guiyan Platinum continues to advance, and the layout of the diesel engine market also shows a stable pattern. The reporter noted that in the research and development of the new material manufacturing section of the Guilin Platinum Industry Co., Ltd., “National 4th and 5th National Automobile Catalyst Industry Upgrade and Construction Projectâ€, the major project construction, equipment procurement, installation and commissioning work has basically been completed, and fire protection is under way. , environmental protection and other government approvals, acceptance work. The company is actively focusing on the layout of the precious metal industry and vigorously promotes a new model for the development of a green recycling economy. With the focus on industrialization projects as the carrier, the company will strengthen the construction of the three sectors of new materials manufacturing, resource regeneration and commercial trade. It may play a role in the precious metals industry in the future. Stationary comprehensive service advantages. Lithium battery business has increased or decreased If the two listed companies in the relevant new materials area were hit by the overall automotive industry and the recession of the rare earth industry, then what is the status of another company that is directly related to new energy vehicles: Ningbo Shanshan Co., Ltd.? What? Although the public is more aware of the clothing brand and business of Shanshan Co., Ltd., in fact, since 1999, Shanshan Co., Ltd. has entered the lithium-ion negative electrode materials industry, and it has a history of 17 years. In more than ten years of development, Shanshan has formed a mature and complete product system covering lithium-ion battery cathode materials, anode materials and electrolyte products. Currently, Shanshan Co., Ltd. has formed significant scale advantages, technical foundations and customer reserves in the field of lithium-ion power battery materials. From the situation in the first half of 2015, the operating performance of Shanshan Co., Ltd. was stable, and its operating income was 187056.66 million yuan, which was basically the same as that of the same period of last year. The growth of the business mainly came from the significant increase in the sales performance of lithium battery cathode materials business. In terms of its main business, Shanshan Electric Co., Ltd. achieved sales of 17,354 tons of lithium-ion battery materials in the first half of 2015, an increase of 36.92% year-on-year; realized main business income of 15,201,846,000 yuan, up 32.03% year-on-year, and revenue from lithium battery main operations. The proportion was as high as 81.3%; the net profit attributable to the shareholders of the listed company was 46,785,100 yuan, a year-on-year decrease of 8.81%, which was mainly due to the fierce competition in the market leading to a drop in the profits of the electrolyte and anode materials business. It can be said that although the Shanshan Iron & Steel Co., Ltd. did earn a substantial increase in its main business income from the development of new energy vehicles, it did not earn a corresponding profit. In terms of cathode material business, in the first half of this year, Shanshan Co., Ltd. actively developed market share, achieved rapid growth in sales, achieved sales of 8,068 tons, an increase of 49.44% over the same period of last year, and main business income of 1,023.2275 million yuan, up 48.29% year-on-year; The net profit of shareholders of listed companies was 27.5566 million yuan, a year-on-year increase of 105.80%. In the analysis of the reasons for the significant increase in sales of cathode materials, Shanshan Co., Ltd. believes that the structure of its corporate customers has further improved. In particular, the ratio of sales to the top 10 customers has increased significantly compared with the same period of last year. At the same time, the net profit attributable to shareholders of the listed companies in both the negative electrode materials business and the electrolyte business had a significant decrease, which was also the main reason why Shanshan Electric's overall lithium battery materials business did not make any money. Shanshangufen believes that the company should seize the strategic opportunities in the development of the new energy automobile industry and, on the basis of inheriting the advantages of the company's lithium-ion battery materials industry, actively expand the downstream new energy automotive industry and vigorously expand the new energy automotive business. At the same time, it should also be noted that as the largest supplier of lithium battery integrated materials, Shanshan Electric's product range covers lithium battery cathode materials, anode materials and electrolytes. Positive products include lithium cobalt oxide, lithium manganese oxide, and nickel cobalt manganese. Yuan series and other series products; negative electrode products include four series of mature products including mesophase series, artificial graphite series, natural graphite series and comprehensive series; electrolyte products include various types of lithium-ion battery electrolyte and various high purity Organic solvents. In the future, in the layout of the industrial chain, Shanshangufen will focus on the construction of the two centers of new energy vehicle powertrain system research and development and market operation and promotion services. 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Car aftertreatment system working principle diagram