19
1
2
3
4
I2 – iodine, NaNO3 – sodium nitrate, KCL – potassium chloride, KNO3 – potassium nitrate, Li2CO3 – lithium carbonate, LiOH – lithium hydroxide
5
6
-
200
400
600
800
1,000
1,200
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
LTM1
7
•
•
•
•
•
1 EV = PHEV + BEV
0
500
1,000
2018 2019 2020 2021 2022 2023 2024 2025
kM
T
Lithium Hydroxide Lithium Carbonate Other
(LiOH) (Li2CO3)
28%
60%
12%
2018
51%44%
5%
2025
8
NMC111 NMC622 NMC811
2% 2% 1%
61%45%
27%
10%23%
36%
8% 9% 11%
Other Copper Graphite Manganese Cobalt Nickel Lithium
9
•
•
•
•
•
•
•
•
10
•
•
•
•
•
11
•
•
•
2019 LTM1 CONTRIBUTION TO:
´
•
•
2019 LTM1 CONTRIBUTION TO:
24%
Gross profit
36%
Revenues
7%
Gross profit
10%
Revenues
12
•
•
•
•
2019 LTM1 CONTRIBUTION TO:
•
•
•
•
•
•
•
2019 LTM1 CONTRIBUTION TO:
3%
Gross profit
3%
Revenues
19%
Gross profit
17%
Revenues
13
14
15
Ownership Structure1
Dividend Policy2 Dividends announced and paid in 2019
≥
16
17
18
2.3 2.4 2.7
2.7
1.0
2.0
3.0
4.0
Sep 18 Dec 18 Mar 19 Jun 19
7.1 7.4 7.3 7.7
4.0
8.0
12.0
16.0
Sep 18 Dec 18 Mar 19 Jun 19
4.3 4.3 3.9
2.8
2.0
3.0
4.0
5.0
6.0
Sep 18 Dec 18 Mar 19 Jun 19
37.3 36.8
23.4
1.6
0.0
10.0
20.0
30.0
40.0
Sep 18 Dec 18 Mar 19 Jun 19
0.5 0.5 0.6 0.8
0.0
0.5
1.0
1.5
2.0
Sep 18 Dec 18 Mar 19 Jun 19
0.9 1.0 1.0
1.2
0.5
1.0
1.5
2.0
Sep 18 Dec 18 Mar 19 Jun 19
19
•
•
•
![Customer needs are ever-diversifying - Utilizing Big Data ...Ref.：ACC MTR Staff report TYPE eVMT[mile] Toyota Prius PHEV 2,304 Honda Accord PHEV 3,246 Ford C-Max PHEV 4,574 Ford](https://static.documents.pub/doc/80x56/5e63f7ec4d735766253d74fc/customer-needs-are-ever-diversifying-utilizing-big-data-refiacc-mtr-staff.jpg)
