Very promising lithium battery industry
Li-ion battery is developed in the 1990s a new type of green secondary battery, the rapid development of the last decade, in a small secondary battery market accounted for the largest market share, has become the field of chemical power applications the most competitive battery .
Currently, lithium-ion battery development presents a situation in several directions simultaneously. The main difference lies in the direction of the cathode material used in the different. In all lithium battery cathode materials, suitable for use as battery materials are lithium manganese oxide, the three elements of lithium iron phosphate material and three.
Domestic lithium battery cathode materials are mainly related to listed companies mining in Tibet (000,762, stock it), Shanshangufen (600,884, stock it), CITIC Guoan (000,839, stock it) and China Baoan (000,009, stock it) and so on. Among them, the Tibet Mining major advantage with the upstream raw materials, the company has Zabuye Salt Lake (proven reserves of over 2 million tons of lithium carbonate) 20-year mining rights.
CITIC Guoan owned CITIC Guoan MGL since 2002 has assumed the "lithium-ion battery cathode material - lithium manganese oxide of industrial technology development", "pure electric car with lithium-ion battery industry R & D", etc. major IT projects. CITIC Guoan also has a lithium battery materials, resources development, development and production of Qinghai Guoan is the key raw materials, lithium battery cathode material lithium carbonate. Although the company's production of lithium carbonate is also only a few thousand tons, but the company's design capacity of 25,000 tons / year, the future development potential.
Shanshangufen has been built from the anode material to cathode material, electrolyte and then a complete system. In the cathode material, the company has become the largest, world's third largest supplier of cathode material. Has now mastered the technical preparation of lithium iron phosphate.
China Baoan has initially playing a full battery materials industry chain is the lithium iron phosphate cathode material standard setters. BTR company holding 55% of the cathode material lithium iron phosphate company's production capacity has reached 1,500 tons / year, holding 75% of the company's main ternary Tianjiao cathode material sales in 2008, ranked the first, up to 30% market share ~ 40%.
Also, is the first production Shanshangufen CMS (mesophase carbon microbeads) of the domestic manufacturers, the current annual capacity of 12 tons. In artificial graphite and natural graphite carbon anode material system has a strong field strength.
Affect the performance of lithium electrolyte is another important material, accounting for about 12% of the cost of lithium batteries. Which lithium hexafluorophosphate is the core of the electrolyte materials, accounting for about 50% of the cost of the electrolyte. As the technical difficulty of producing very high in the international arena from the east electrochemical industry, SUTERAKEMIFA, Morita chemistry, several Japanese companies a monopoly. Taurus Tianjin, China currently only has 80 tons capacity, and all were occupied. Jiangsu Guotai (002,091, it shares) owned Huarong Chemical Co., is currently the largest, highest grade lithium battery electrolyte product manufacturer. The company is building "300 tons of lithium hexafluorophosphate project." Shanshangufen belongs Dongguan electrolyte Shanshan is the second largest producer, currently has an annual capacity of 1,500 tons of electrolyte. The current worldwide market supply and demand balance electrolyte, and cathode materials, mainly by the stock lithium battery market, the next increment of market power depends on lithium battery market.
In addition, the energy reserves in the field of lithium batteries also have important applications, the first peak electricity grid can be adjusted to solve problems. Second, clean energy such as wind, solar and tidal energy are intermittent energy sources, the lithium energy storage device with the use of clean energy, energy storage in power generation, energy released during the break, can effectively alleviate the energy shortage in China the status quo.
Conjecture: buy low, sell new energy battery industry stocks?
New energy into the battery business will be to the explosive growth this year, the eve of the high growth prospects for the future is very optimistic. The more upstream of the lithium battery industry, which shares more facing a bright future, it is also more fluoride than other industry-based shares soared, Thinking in this manner, the electrolyte membrane technology Fosugufen, Shanshangufen advantages of raw materials Jiangsu Guotai, Zhou state and other varieties of new tracks, and has two battery materials, and the recent listing of China Baoan when the rise of technology, Fluoride, today traded ninety-nine long time can also be tracked.
Comments: After nearly two days A-share market rebound, the market is expected to appear today in Shanghai and Shenzhen will be the pattern of differentiation, in which the new shares or energy battery industry will continue to be active, because the media reported the Shenzhen electric car as a taxi information means that the new energy vehicles have been his breakthrough in the industrial stocks, which means that the new energy battery industry will be faced with the prospect of a broad, because there is a phone with a lithium battery electrolyte, only 4 grams, but the power cars, especially the bus, to reach 40-50 kg, the general family car, also 20 kg of the diaphragm and other related industries as well. Therefore, new energy into the battery business will be to the explosive growth this year, the eve of the high growth prospects for the future is very optimistic. The more upstream of the lithium battery industry, which shares more facing a bright future, it is also more fluoride than other industry-based shares soared, Thinking in this manner, the electrolyte membrane technology Fosugufen, Shanshangufen advantages of raw materials Jiangsu Guotai, Zhou state and other varieties of new tracks, and has two battery materials, and the recent listing of China Baoan when the rise of technology, Fluoride, today traded ninety-nine long time can also be tracked.
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