Core Insights - The company reported a revenue of 37.197 billion yuan for the first half of 2025, representing a year-on-year increase of 23.78% [1] - The net profit attributable to shareholders reached 2.711 billion yuan, up 62.26% year-on-year [1] - The basic earnings per share were 1.61 yuan [1] Business Performance - The shipment volume of ternary cathode materials was 39,600 tons, an increase of 17.68% year-on-year, with high-nickel 9 series products accounting for over 60% [2] - The export volume of ternary cathode materials constituted 57% of China's total exports in this category [2] - The shipment volume of ternary precursors was 42,100 tons, showing a decline due to the active reduction of low-profit products [2] - Cobalt product shipments decreased by 9.89% to 20,800 tons [2] - Nickel product shipments surged by 83.91% to 139,400 tons, significantly supporting the company's performance growth [2] Industry Collaboration - The company has established deep collaborations with leading enterprises such as Yiwei Lithium Energy, LGES, CATL, and Envision AESC in the large cylindrical battery materials sector [2] - In the solid-state battery materials segment, the company is engaged in comprehensive cooperation with top domestic battery firms and key clients like Funeng Technology, Weilan New Energy, Qingt ceramic, and Jinyu, focusing on R&D, mass production, and market development [2] - The company has built a leading position in both large cylindrical and solid-state battery materials [2]
华友钴业发布上半年业绩,归母净利润27.11亿元,增长62.26%