Founded in 2012, as a leading enterprise in the lithium battery industry, PTL ranks first in the world in the field of anode material artificial graphite and separator coating.
Since the beginning of this year, in order to meet the needs of downstream customers, Putailai has increased the integrated layout of the diaphragm business, and the subsidiaries have actively stocked up according to customer needs, and the company's diaphragm, PVDF and equipment business has achieved rapid growth. Among them, in the separator business, the downstream of the company's base film is mainly consumer battery customers, and the company's performance is obvious due to factors such as its good profitability. According to the analysis of industry analysts, the company's coated separator shipments were about 1.5 billion square meters, an increase of about 30% month-on-month, and the profit of a single flat was basically flat month-on-monthThe base film Q3 achieved shipments of more than 0700 million square meters, an increase of 65% month-on-month, and the unit profit also far exceeded market expectations. At the same time, domestic power customers are also expected to continue to increase in Q4, and it is expected that Q4 shipments will continue to grow rapidly, and it is expected that the annual base film shipments will exceed 300 million square meters.
In the first three quarters of 2023, the revenue was 116900 million yuan, a year-on-year increase of +24%, and the net profit attributable to the parent company was 16300 million yuan, the integrated layout of the diaphragm business has achieved initial results. The company said that in the future, the company will further explore the localization of base film equipment and the extreme manufacturing of coated separators, increase the proportion of self-supply of base film, and provide more high-quality products and services for downstream customers. With the further release of the company's base film production capacity, it is expected to contribute more profits to the company's performance.