8, the A-share lithium-ion materials industry ushered in its first quarterly performance forecast, Tianhua Xinneng announced that the company expects to achieve A net return of 900 million yuan to 1.05 billion yuan in the first quarter of 2026. The year-on-year growth rate was as high as 53% in 27517 to 45% in 32120.
Data show that in the first quarter of 2025, the company's net return to its mother was only 3.2588 million yuan, down 99.35% from the same period last year, and a loss of 27.3727 million yuan after deduction. At that time, the price of lithium salt was in a deep downward cycle, and the imbalance between supply and demand led to a serious squeeze on industry profits.
Data source: Tianhua Xinneng official announcement
Among them, in the fourth quarter of 2025, the company's net profit was 369 million yuan; based on the median profit of 975 million yuan in the first quarter, it increased by more than 160% compared with the previous quarter. In 2025, the net return to the mother was only 402 million yuan , while the median profit of 975 million yuan in the first quarter of this year was more than 2.4 times that of last year. In 2025,
the company's revenue of lithium-ion materials business was 6.667 billion yuan, accounting for 88.32% of the total revenue, but the gross profit rate of this business was only 12.27%. The sharp jump in earnings in the first quarter means that the gross profit margin of lithium-ion materials business is rapidly returning to the historical boom zone.
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