On the evening of August 12, Keda Manufacturing released its 2022 semi-annual report. The report shows that in the first half of 2022, Keda Manufacturing achieved operating income of 5.651 billion yuan, a year-on-year increase of 23.98%; net profit attributable to shareholders of listed companies was 2.121 billion yuan, a year-on-year increase of 417.97%.
Keda Manufacturing stated that in the first half of 2022, faced with the complex and severe international situation as well as the many risks and challenges brought about by repeated domestic epidemics and the downturn of the real estate industry, the company will focus on R&D upgrades inward, copy its manufacturing advantages, and develop across fields. In addition, the company has accelerated its global layout, promoted the localized operation of building materials machinery and overseas building materials, and supported the construction and release of production capacity in the lithium battery materials business based on the rapid development of the new energy industry. The company's performance has continued to hit new highs.
It is understood that as the largest supplier of construction ceramic machinery and equipment in Asia and the second largest in the world, Keda Manufacturing has three main businesses: building materials machinery, overseas building materials and lithium battery materials. In the first half of the year, Keda Manufacturing continued to promote high-quality development of its three major businesses and made good progress.
Steady development of building materials machinery
The pace of globalization continues to advance
Keda’s manufacturing building materials machinery business is mainly focused on construction ceramic machinery. Its core products include presses, kilns, polishing and grinding equipment, etc. It is the only domestic enterprise with the ability to produce and supply complete lines of construction ceramic machinery. With its Excellent core single machine and complete plant and complete line supply capabilities have established its leading position in the global construction ceramic machinery industry. The report shows that in the first half of the year, Keda's manufacturing and building materials machinery business achieved operating income of 2.929 billion yuan, a year-on-year increase of 2.11%.
The rapid development of the new energy automobile industry in recent years has given rise to domestic market demand for lithium battery materials and equipment. Therefore, in the first half of this year, Keda Manufacturing seized the energy-saving needs of customers in natural gas and electricity, and innovated a number of technological achievements such as multi-layer drying, early oxidation, and the use of enhanced transmission to solve the problem of thick brick firing; at the same time, through DDI4 .0-A intelligent management and control system performs cloud computing and comprehensive management of the overall operation of the kiln production line. With the support of independently developed patented technology, it brings customers a highly automated, intelligent, and digitally managed production model to cater for the transformation of backward production capacity. need. At the same time, in order to seek new profit growth engines, Keda Manufacturing launched investment in building materials and lithium battery equipment intelligent manufacturing base projects, and large-scale high-end intelligent equipment manufacturing digital factory projects, which will be used to develop lithium material roller kilns and high-end medium and large aluminum profile extrusion projects respectively. Machine waitingbusiness.
On the other hand, thanks to the "globalization" strategy, in the first half of the year, Keda Manufacturing took the initiative to seize hot markets, maintaining strong development momentum in overseas markets, with performance in Southeast Asia, the Middle East, South America, Africa and other markets. Maintained growth compared with the same period last year.
Accelerate the implementation of new production capacity
Overseas building materials business grows rapidly
Keda Manufacturing develops architectural ceramics business in Africa, extends its product strategy to other building materials products, and builds a product structure of "ceramics + sanitary ware + glass"; the development region gradually extends from Africa to South America and Asian markets. , developed into an overseas building materials business segment. The report shows that in the first half of the year, Keda Manufacturing’s overseas building materials business achieved operating income of 1.526 billion yuan, a year-on-year increase of 43.73%.
In the first half of the year, Keda Manufacturing continued to expand its African architectural ceramics production capacity and actively promoted the implementation of new category projects to continue to maintain a high market share of African architectural ceramics. In June, the first phase of Keda's Kisumu ceramics production project in Kenya and the fourth phase of Ghana's architectural ceramics production project were completed and put into operation. At the same time, the second phase of Senegal's architectural ceramics production project, the fifth phase of Ghana's architectural ceramics production project, and the Kenyan architectural ceramics production project will be launched in succession in 2022. Construction of Sumu ceramic sanitary ware and Ghana sanitary ware projects.
Currently, Keda Manufacturing and strategic partners have jointly built and operated 6 ceramic factories in Kenya, Ghana, Tanzania, Senegal, and Zambia in Africa, with 14 construction ceramic tile production lines built and 5 construction ceramic production lines under construction. In the first half of 2022, ceramic tile production in Africa exceeded 54 million square meters and was exported to Uganda, Malawi, Togo, Benin, Burkina Faso, Peru and other countries. The above-mentioned new ceramic and sanitary ware production lines are expected to be put into operation in 2023. By then, the company will have a total of 19 architectural ceramic production lines, with an annual production capacity exceeding 150 million square meters; and 2 sanitary ware production lines, with an annual production capacity of 2.6 million pieces after completion.
Lithium battery materials and equipment are advancing by leaps and bounds
Strategic investment enters harvest period
In the lithium battery materials business, in the first half of the year, the second and third lines of the lithium battery anode material graphitization device production line in the first phase of Fujian Keda New Energy Project, a manufacturing subsidiary of Keda, were put into operation one after another, gradually releasing the graphitization processing capacity. Compared with the previous period, Achieve better benefits.
While the main business has achieved good results, Keda Manufacturing's strategic investment business has also achieved outstanding results. With the rapid development of the global new energy industry, the supply and demand of lithium carbonate continues to be tight. The sharp rise in the price of lithium carbonate has superimposed the blueprint of the joint-stock company. The release of Lanke Lithium Industry's production capacity resulted in Lanke Lithium Industry achieving operating income of 5.258 billion yuan and net profit of 3.685 billion yuan during the reporting period. Keda Manufacturing correspondingly recognized investment income of 1.790 billion yuan, which brought 1.606 billion yuan to the net profit attributable to shareholders of the listed company. billion in positive impact.
Keda Manufacturing stated that all shareholders are currently actively promoting the high-quality operation and follow-up technological transformation projects of Lanke Lithium Industry, striving for Lanke Lithium Industry to release more product increments under the existing scale, further enhance market supply, and help The development of China's new energy industry. At the same time, because it is optimistic about the long-term development of new energy vehicles in the future, it will carry out relevant strategic investments in a timely manner in the future, so that the "lithium salt + anode material business" and the strategically invested vehicle and battery industries can achieve synergy and win-win results.
