The concept of lithium is not yet a piece of soup when the price of science and technology immediate worries without foresight

q= Huaxia Financial a= when the science and technology deputy general manager Chishaoli Q: On the gem company requirements with high growth, now lithium battery market competition is also very fierce, is there also operating pressure? A: Of course these pressures are there.　　Because after listing, we will face is operating pressure, we have to honor the high growth, the company is now the development of a small lithium and power lithium battery, may focus on the power of lithium, after all, small lithium battery is already mature.　　Q: At present, the power of lithium has not yet brought profits to the company, while the small battery market competition is increasingly fierce, the company's future performance is there any concern? A: The future of company performance is not a problem, when the promotion of science and technology market awareness is strong. After the listing, we are faced with the vast number of investors, we will assume social responsibility.　　But the results will not be immediate and will take time.　　Q: What is the biggest bottleneck in the company now? A: Talent. After the company listed, with the fund-raising investment project implementation, the company's operating scale will be further expanded. If the company's talent team building, organizational management system can not meet the needs of development, the company may have an impact on the realization of business objectives.　　The company will recruit new recruits and the introduction of high-end composite talent to adapt to the rapid expansion of the size of the company's operations. September 8, Xizhimen foreign Language Hing Street. This is Beijing's famous Zoo clothing wholesale market location. 10 o'clock in the morning, the weather is a little stuffy, the market near the flow of pedestrians, close to the wholesale market, Beijing Mining and Metallurgy Research Institute is slightly "solemn", a child with the purchase of the local management is not known here, a butt sitting at the gate, immediately by the security of the stop. "Foreign personnel are required to register before entering the hospital." "Lithium battery concept unit, GEM listed on the Rise of Technology (300073) in this courtyard office."　　Old fashioned buildings make it hard to imagine that there is a listed company and a high-growth company with a stock price of 56.85 yuan (closed September 8). Concentrated on power lithium when the technology in the 3rd Building 5 floor Office, there is no elevator, no gorgeous decoration, no advanced office facilities.　　This inevitably let people on the gem listed company Heart doubts, questioned the company's research report on the "recommended" ghosts. In the promotion of technology, the reporter did not see founder Bai Houshan General manager. "At the end of the year, White will never do an interview, and now we are operating under great pressure, and his main focus is on the development of the power lithium-ion project and the improvement of the internal management process of the enterprise."　　"Reception reporter's deputy general manager Chishaoli politely declined the reporter wants to interview Bai Houshan request." Reporter learned that when the predecessor of the technology is the Beijing Mining and Metallurgy Research Institute metallurgical Room of a subject group, 2001 restructuring as a limited, mainly committed to lithium-ion battery cathode materials research and development, customers are mainly Samsung, Sanyo, LG, BYD and other international lithium battery giant, its lithium batteries are mainly supplied Nokia, Motorola, Samsung and other brands of mobile phones. In 2002, the company prepared the "second" listing, but due to prematureNothing。　　After that, the company introduced strategic Investors Shenzhen Innovation Investment Group Co., Ltd. and other venture capital, and finally on April 27, 2010, the successful landing gem market. "Now the office building is rented by the major shareholder mining and Metallurgy Research Institute, although the listing to raise 655 million yuan, but basically half will be used in technical renovation expansion and Haimen new plant construction, the future focus is to continue to expand the market share of small lithium batteries, while speeding up the development of power lithium market." The rest of the funds to temporarily replenish the operating capital, and increase the investment in research and development facilities.　　Chishaoli told reporters. According to the introduction of Chishaoli, the company is currently in Beijing Tongzhou District, Hebei suburbs, Henan Xinxiang built three production bases, the future will also be the construction of Jiangsu Haimen production base.　　At present, the production capacity of cathode materials is about 4400 tons, with the extension of technical renovation, the company will reach 7100 tons by the end of October this year, if the Haimen production base is successfully put into operation next year, the company will reach 11000 tons. "The advantage of the technology is that they are the only one of the pure lithium cathode material production company in the A-share market, unlike some companies involved in various fields of lithium battery industry chain." The agency is also bullish on the company's ' focus ' on the cathode materials for power batteries.　　"The capital of Non-ferrous metals industry analyst Sho Shijun in an interview, said the future power lithium to do a good company, it must be small lithium to do well." Shanxi Securities and Chemical industry analyst Pei Yunpeng told reporters: "At present, lithium manganese oxide has developed mature, and lithium iron phosphate belongs to the new species, is the test phase, and did not develop industry standards, and manganese acid lithium difficult to compete." Moreover, once the downstream customers use a raw material, it is difficult to replace, because the cost is too high.　　"The performance of the year has been under pressure for some time, although the concept of lithium batteries fire and fire, but did not see when the technology in the two-tier market" flourish. "Who dares to buy Ah, do not release the interim performance notice, up on the direct announcement of performance, but also did not see high performance growth, can only say that is generally, large funds are not willing to pull up, we these small scattered who dare to move ah."　　Mr. Liu, who has always been concerned about the concept of lithium-ion, explains why he does not buy the technology. Since July, most companies have begun to announce interim results, but there has been no movement in technology. Also because of this, although the index July rally, but the market funds did not participate in the lifting of technology.　　August 26, in the case of no indication, when the technology released 2010.5 Annual report: The basic earnings per share of 0.2516 yuan, net profit growth of 17.93%, the first half of the overall gross profit margin of only 10.49%. Sho Shijun said: "All along, when the technology has been dubbed cobalt Lithium lead, accounting for the company's income of about 95%." However, with the increasingly fierce market competition, cobalt acid lithium decline in gross profit margin of 4.22%, which is also the first half of the company's overall gross profit margin declined the main reason. Lithium cobalt acid can only meet the mobile phone, notebook and other small lithium battery cathode materials demand, the company's future development of power lithium also depends on lithium manganese oxide and multivariate materials.　”　"The company's main products are still cobalt acid lithium, and power lithium manganese dioxide products, multivariate materials have not really contributed to the company's performance, for this reason, the company's interim results indeed bear a lot of pressure, even if the four quarter is the demand peak season, the annual performance will not have a larger increase."　　"Chishaoli is not willing to make specific forecasts for this year's performance, but she predicts that the rapid growth of the future power lithium is" easy ". Consider year-end dividend performance without high growth, 4 consecutive periods of unpaid dividends. In the gem of the current wave of dividends, this unavoidably let investors feel a trace of "chilling."　　However, the dawn finally came. "We will consider dividends at the end of this year, and the prospectus is disclosed, and the company plans to distribute dividends for the first profit year after the IPO."　　Chishaoli to the company's dividend, she also told reporters that next April, the ban on restricted shares will not need to worry about excessive reduction of executives. Although the reporter's investigation, when the technology is "Likui", but the stock price seems to be "Li Ghost". Since July 2, as of September 8 closed, the Shanghai Composite Index rose nearly 14%.　　In recent years, on the concept of lithium battery speculation is in full swing, close to rise, when the technology but only up less than 4%, in the battery concept group overwhelming the situation, the company really has "lithium" why not rise? "The performance of the interim report is lower than expected, short-term performance is not supported, which is an important reason for stock price performance, the company itself listed on the high price, the current valuation is still high." But investors should be aware that the future of the company's power lithium should be more bullish, and not the current performance bottlenecks.　　"Sho Shijun said. (Li Yan)