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B | 其中，有8家公司预计前三季度净利润同比增长100%以上（按预告净利润同比增长最大变动幅度统计，下同）。涉锂企业表现抢眼，雅化集团、天力锂能等公司均表示，报告期内，新能源市场需求旺盛，公司经营利润大幅度提升。    CARACAS, Venezuela -- Frightened by unprecedented violence on the streets and within prisons, Ecuadorians have a universal demand for the president they will choose Sunday — safety.The runoff election in the South American country pits an heir to a banana empire, Daniel Noboa, and an attorney, Luisa González. Both have limited governing experience and will undoubtedly have their work cut out.The election comes as more Ecuadorians become victims of drug-related violence that erupted roughly three years ago and intensified in August, when a presidential candidate was assassinated in broad daylight. People continuously watch their backs and limit how often they leave home. The uneasiness even pushed Noboa to add a bulletproof vest to his daily outfit.Whoever wins with a simple majority of votes will govern for only 15 months, until May 2025, which is what remains of the presidency of Guillermo Lasso. He cut his term short when he dissolved the country’s National Assembly in May as lawmakers carried out impeachment proceedings against him over alleged improprieties in a contract by a state-owned company.Lasso, a conservative former banker, clashed constantly with lawmakers after his election in 2021 and decided not to run in the special election. Under Lasso's watch, violent deaths soared, reaching 4,600 in 2022, the country’s highest in history and double the total in 2021. The National Police tallied 3,568 violent deaths in the first half of 2023.“Security affects us all, and whether poor or rich, no one is safe from criminals anymore,” housewife Ximena Flores said ahead of the runoff election. “Do you think that a new president will be able to do something in such a short time? I think not. It will be a new disappointment for everyone.”The spike in violence is tied to cocaine trafficking. Mexican, Colombian and Balkan cartels have set roots in Ecuador and operate with assistance from local criminal gangs.Voting is mandatory in Ecuador for people ages 18 through 64. Those who don’t comply face a fine of about $45. Polls were to close in late afternoon, and results were expected Sunday evening.Noboa and González, both of whom have served short stints as lawmakers, advanced to the runoff by finishing ahead of six other candidates in the election’s first round Aug. 22.Noboa, 35, is an heir to a fortune built on Ecuador’s main crop, bananas. His political career began in 2021, when he won a seat in the National Assembly and chaired its Economic Development Commission. He opened an event organizing company when he was 18 and then joined his father’s Noboa Corp., where he held management positions in the shipping, logistics and commercial areas.González, 45, held various government jobs during the decade-long presidency of Rafael Correa, her mentor, and was a lawmaker until May. She was unknown to most voters until Correa’s party picked her as its presidential candidate. At the start of the campaign, she said Correa would be her adviser, but she has recently tried to distance herself a bit in an effort to court voters who oppose the former president.___Associated Press writer Gonzalo Solano in Quito, Ecuador, contributed to this report.。艾媒咨询CEO张毅对《证券日报》记者介绍称，涉锂企业业绩表现不错，主要和行业应用有非常密切的关系，锂电相关产业的高景气度还会持续较长时间。赛迪顾问新材料产业研究中心分析师赵丹桂在接受《证券日报》记者采访时表示，涉锂相关产业高景气度预计将持续3年以上。

C | 涉锂企业业绩表现抢眼在45家发布前三季度业绩预报的上市公司中，立讯精密、歌尔股份、雅化集团、华大智造等4家公司预计前三季度净利润均将超过10亿元。相关公告显示，稳健经营、主营业务所处行业较好、收到诉讼款项等因素成为这些公司业绩表现出色的主要贡献来源。雅化集团预计净利润同比增幅暂时排在首位。此外，海光信息、天力锂能等公司预计净利润同比增幅也超过100%。

D | 雅化集团表示，报告期内，新能源市场需求旺盛，锂盐产品价格维持在较高水平。公司抓住市场机遇，加大锂盐产品的生产与销售，经营利润大幅度提升。

E | 天力锂能也在公告中表示，由于新能源下游市场景气，三元材料价格同比大幅上涨，带动公司营业收入增长较快。

F | 公司预计，2022年1月份至9月份实现归属于母公司股东的净利润将同比增长区间为271.56%至345.87%。

G | 净利润增长率大幅高于营业收入增长率，一方面得益于三元材料价格持续上涨，盈利能力增强，带动当期净利润同比大幅增长；另一方面源于去年同期净利润基数较低，2021年三季度，受暴雨及洪灾影响，公司的生产经营秩序遭到破坏，发生了大额损失。公司预计，2022年1月份至9月份，扣非归母净利润同比增长区间为105.78%至148.50%。赵丹桂对《证券日报》记者表示，涉锂相关产业的高景气度预计将持续。“首先，目前锂矿产能仍低于预期，新能源汽车对锂资源需求较大，锂盐及正极材料供需仍然偏紧；其次，清洁能源高速发展，储能爆发开辟涉锂产业新增长曲线。基于这两大因素，我们认为，涉锂相关产业的高景气度将持续3年至5年的时间。”企业受益程度不同虽然新能源行业处在高景气发展时期，但有分析人士提醒称，在关注上市公司业绩的同时，也要关注公司在行业高景气度下的实际受益情况。

H | 赵丹桂对《证券日报》记者介绍称，今年上半年，上游锂矿及锂盐企业业绩暴增，中游材料厂在成本支撑及价格传导机制下，利润增幅亦较为可观。

I | 电池厂商尽管已通过多轮调价将成本压力向整车厂转嫁，但自身仍然承担了很大一部分原材料暴涨的压力，出现业绩不及市场预期的情况，一季度保供降本的诉求强烈。

J | 从二季度开始，电池厂商对产品定价机制进行了调整，并不断向上游产业链渗透，头部电池厂商“自下而上”的一体化布局加速形成，盈利水平有所改善。“动力电池下游领域对锂电池有较高的依赖性，从市场应用角度来看，未来仍有可持续释放的空间，未来2年至5年里的应用前景不需担忧，产业链会出现很多细分方向，锂电上游领域会出现较大发展机会。但不同企业的市场拓展能力、技术力量、运营能力等方面存在较大差异，每家企业在行业高景气度的背景下，受益程度也会有一定差异，需求投资者区别对待。”张毅对《证券日报》记者表示。

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