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On August 6th, the leader of negative electrode materials, Pu Tai Lai (603659. SH), announced its 2021 semi annual report. The company's operating revenue for the first half of 2021 was 3.923 billion yuan, an increase of 107.82% year-on-year; The net profit was 775 million yuan, a year-on-year increase of 293.93%.

Pu Tai Lai Announcement

From a business perspective, during the reporting period, Pu Tai Lai's negative electrode business achieved a revenue of 2.454 billion yuan, a year-on-year increase of 79.46%; The shipment volume of the coated diaphragm business exceeded expectations by 798 million square meters, a year-on-year increase of 264.05%, and achieved a revenue of 895 million yuan, a year-on-year increase of 217.73%; The lithium battery equipment business achieved a revenue of 367 million yuan, a year-on-year increase of 189.17%.

After the release of Pu Tai Lai's performance report, multiple securities firms released their research opinions.

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