True leaders in chemical industry: six leading chemical companies. Spread your wings and soar into the sky

Phosphorus chemicals mainly use ores as raw materials and are used in various fields after processing. The most widely involved are the new energy vehicles and energy storage industries. The phosphorus chemical industry has now entered a mature stage. At present, it will move closer in terms of industrial concentration. Companies with integrated industries will be more competitive in the market. At present, with the strong supply and demand in the downstream, the overall development of the industry is stable. A thriving situation.

Iron phosphate is the key material for the preparation of lithium iron phosphate. Lithium iron phosphate is the precursor to the production of lithium iron phosphate batteries. Nowadays, the penetration of the automobile market in the new energy market is accelerating, providing iron phosphate with Lithium batteries provide a wide range of development space. The current raw materials for iron phosphate are mainly phosphorus sources and iron sources, which account for half of the production cost. At present, phosphorus chemical manufacturers have joined in the manufacturing of lithium iron phosphate. In this regard, they want to further divide the market cake. Phosphorus chemical companies have the advantage of raw material cost in production, and they also provide raw materials for the large-scale development of iron phosphate. Support, these will ultimately support its conversion into revenue and profits.

Compared with ternary batteries, lithium iron phosphate batteries have advantages in cost, safety, and service life. The current output of lithium iron phosphate also exceeds the share of ternary lithium batteries. In addition, lithium iron phosphate has grown rapidly in the first half of this year, with a year-on-year increase of up to 300. With such a strong momentum, the accelerated penetration of the new energy vehicle market has provided sufficient guarantee for the sales of lithium iron phosphate.

At present, the integrated phosphorus chemical industry has more advantages in the production of ferric phosphate. It can effectively control the cost of the raw material section and has the advantage of expanding the market. It is different year-on-year. The cost and price of ferric phosphate for integrated manufacturers are 30% lower, which also provides sufficient guarantee for their gross profits. It can be said that developers in the phosphorus chemical industry have integrated phosphorus chemical enterprises, which makes it easier for them to compete in the current market. Penetrate the market and expand revenue and profits. At present, the development of energy storage, new energy and other automobiles is accelerating. Phosphorus chemical industry will spread its wings and soar with the development of subdivided industries.

Due to its advantages in cost and safety, lithium iron phosphate has gradually defeated ternary batteries in the battle for new energy vehicle batteries. Therefore, the performance of the phosphorus chemical industry in the first half of the year has generally achieved Not bad progress. At present, the downstream of the phosphorus chemical industry mainly manufactures phosphate fertilizer and phosphate, and phosphate is used as the raw material for lithium iron phosphate. The development of new energy vehicles is the general trend, and the current overall output price of phosphate fertilizer is increasing. These two supporting points are driving the phosphorus chemical industry, just like rocket boosters, accelerating the development of the industry.

Today Brother Lang will take stock of several leading phosphorus chemical companies

Diammonium phosphate leading company

Total market value: 24.135 billion

Total operating income: 9.349 billion yuan, a year-on-year increase of 52.14

Price-to-book ratio: 22.77 Net profit: 726 million yuan, a year-on-year increase of 367.93

Net assets per share: 1.18 yuan Gross profit margin: 20.02

Phosphate rock leader

Total market value: 16.684 billion

Total operating income: 2.136 billion yuan year-on-year Growth of 19.93

Price-to-book ratio: 3.50 Net profit: 237 million yuan, a year-on-year increase of 21.15

Net assets per share: 8.07 yuan Gross profit margin: 27.29

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Phosphoric acid faucet

Total market value: 35.305 billion

Total operating income: 8.465 billion yuan, a year-on-year increase of 3.439%

Price-to-book ratio: 4.93 Net profit : 842 million yuan, a year-on-year increase of 922.25

Net assets per share: 8.76 yuan Gross profit margin: 19.36

Phosphorus chemical industry leader

Total Market value: 49.847 billion

Total operating income: 9.853 billion yuan, a year-on-year increase of 5.48

Price-to-book ratio: 4.75 Net profit: 1.141 billion yuan, a year-on-year increase of 730.05

Per Net assets per share: 9.37 yuan Gross profit margin: 24.75

Monoammonium phosphate faucet for fire protection

Total market value: 23.640 billion

Business Total revenue: 1.006 billion yuan, a year-on-year increase of 24.95

Price-to-book ratio: 7.74 Net profit: 105 million yuan, a year-on-year increase of 26.37

Net assets per share: 6.25 yuan Gross profit margin: 26.80

Leading fertilizer manufacturer

Total market capitalization: 63.041 billion

Total operating income: 30.930 billion yuan, a year-on-year increase of 20.56

Price-to-book ratio: 7.91 Net Profit: 1.572 billion yuan, a year-on-year increase of 7408.3

Net assets per share: 4.33 yuan Gross profit margin: 15.10