Securities Times reporter Cao Chen

　　On the evening of August 23, another listed company issued an announcement in response to the impact of power curtailment, including the new lithium salt leader Tianhua Ultra Clean and the limestone miner Sichuan Jinding.

　　Recently, many listed companies have made their voices heard through investor interaction platforms.

On the whole, the impact of rationing on the production and operation of listed companies varies, but the overall impact is within the controllable range.

Actively respond to power outages

　　On the evening of August 23, Tianhua ultra-clean, the new leader of lithium salts, announced that Yibin Tianyi Lithium Industry Science and Technology Co., Ltd. (hereinafter referred to as "Tianyi Lithium Industry"), a subsidiary of the company, was affected by the above-mentioned shortage of power supply. It is required to reduce to safe load operation.

　　Except for Tianyi Lithium, the company's other production and operation entities are in normal production. This power curtailment policy will have a certain impact on the output of Tianyi Lithium's products. The company has taken countermeasures to sell inventory products to make up for the cost. The impact of the secondary power cuts is not expected to have a material adverse impact on the company's overall operating results for the year.

　　Tianhua Chaojing said that the company will pay close attention to relevant policies in the follow-up, maintain good communication with relevant departments on power supply guarantee matters, make overall planning and deployment, further reduce the impact by adjusting equipment maintenance plans, and actively prepare for resumption of production. .

　　Tianhua Ultra Clean is one of the new leaders in the field of lithium salts.

Benefiting from the rapid development of the new energy industry and the strong market demand for lithium salts, in the first half of this year, the company's battery-grade lithium hydroxide shipments and sales volume increased significantly compared with the same period of the previous year, which brought greater profits to Tianhua SuperNet contribute.

　　On the evening of June 29, Tianhua Chaojing announced a substantial pre-increase in its performance in the first half of 2022. It is expected that the net profit in the first half of the year will be 3.35 billion yuan to 3.65 billion yuan, a year-on-year increase of 971.70% to 1067.67%.

　　Tianyi Lithium is jointly funded and established by Tianhua Ultraclean and Ningde Times.

In the 2021 financial report, the listed company disclosed that Tianyi Lithium currently has a designed capacity of 20,000 tons of lithium hydroxide in the first phase of lithium hydroxide production. The ton battery grade lithium hydroxide project has been completed and accepted.

After the first-phase technical transformation and the second-phase project are put into production, the total production capacity of Tianyi Lithium's battery-grade lithium hydroxide products will reach 50,000 tons per year.

　　On the other hand, based on the success of the Phase I and Phase II projects, Tianyi Lithium signed a project investment contract with the Jiang'an County People's Government and the Ganmei Industrial Park Management Committee, investing in the construction of an additional 110,000 tons/year of batteries After all projects are put into production, Tianyi Lithium will have a total production capacity of 160,000 tons/year of battery-grade lithium hydroxide products, and will become an important lithium hydroxide supplier in the world by then.

　　From the financial data, in 2021, Tianyi Lithium will achieve an operating income of 2.316 billion yuan and a net profit of 1.08 billion yuan.

　　In addition, on the evening of the 23rd, Sichuan Jinding announced that its wholly-owned subsidiaries, Sichuan Jindingshun Mining Industry Co., Ltd., Sichuan Shuncai Building Materials Co., Ltd., and Sichuan Shuncai Xingshu Calcium Industry Co., Ltd., were in accordance with relevant requirements at 00:00 on August 20th: 00 to 25 24:00 to continue to stop production.

　　On August 16, Sichuan Jinding first released the impact of the power restriction policy, saying that since August 9, 2022, due to the impact of the power supply department's power management voltage load, the production and operation of many of the company's subsidiaries have been affected by the power restriction policy.

The company expects that by August 20, 2022, this power outage will reduce the company's limestone output by about 280,000 tons and calcium oxide output by about 20,000 tons, and it is expected to affect net profit by about 4.49 million yuan.

Interactive platform voice

　　Not only that, but many listed companies responded to the impact of power cuts through investor interaction platforms.

　　LiuGong recently stated on the interactive platform that the current production and operation of the company's business units has not been affected by power curtailment; the domestic industry demand has not changed significantly in the third quarter; in terms of research and development, the company continues to carry out intelligent, electrified and data-based research around its main business. , the application of new technologies continues to deepen, which is of great significance to the future development of the company.

　　Jitai Co., Ltd. recently stated on the interactive platform that the company's production and operation are all normal at present, and the high temperature power cut has not affected the company's production. At the same time, the company's own factory has installed distributed photovoltaic power generation equipment on the appropriate roof last year.

The company will actively respond to peak electricity consumption, reasonably adjust the production plan, and ensure product production.

　　According to statistics from reporters from Securities Times e-Company, as of the evening of August 23, there were as many as 119 questions about the impact of power curtailment by listed companies on the Shenzhen Stock Exchange Interactive Platform in the past week. There are also more than 40 related questions and answers.

　　Some institutional investors also paid attention to the impact of power cuts on the company in the survey.

　　Jin Tongling said in a recent survey that the company's group headquarters responded to the power cut-off policy of Chongchuan District, Nantong City, and stopped production for one day; the company's production plant in Taizhou stopped production for half a day; the Wuxi production plant was equipped with rooftop photovoltaic power generation devices. (backup power supply), which did not lead to production stoppages.

The company actively adjusted the production scheduling plan after receiving the relevant notices from the local government about power cutoffs in various factories within the scope of Jiangsu Province, and the adverse impact was relatively small.

Due to varying degrees of power cuts across the country, the company's Taizhou production plant is currently in peak sales season.

The company's projects under construction across the country have not been affected by power cuts for the time being, and construction is proceeding as planned.