(300750), Guo Xuan Hi-Tech (002074), BYD (002594), Great Wall Motor (60 1633), etc.
The core data of this paper: overview of listed companies in power battery industry, business layout, performance comparison and business planning of listed companies in the industry.
1, summary of listed companies in power battery industry
The power battery industry is in the middle of the industrial chain of new energy vehicles, and the upstream is mainly composed of lithium mine, cobalt mine manufacturers and battery manufacturers. In the power battery link, the enterprise type structure mainly includes battery manufacturers, vehicle manufacturers and third-party power battery enterprises, among which Xinwangda and Desai, as third-party power battery enterprises, have a wide business layout in the field of new energy batteries and electronic equipment.
By May 2022, the listed companies in the power battery industry are mainly concentrated in the whole southeast coastal area, among which Guangdong Province has the largest number of listed companies.
2. Comparison of business layout of listed companies in power battery industry
In the development of China's power battery industry, both battery manufacturers and vehicle manufacturers are vertically integrating the industrial chain around new energy batteries. As an important link, power battery has also become a core technology breakthrough field, while for third-party power battery manufacturers, it is to expand their business around new energy fields.
3. Analysis of operating income of major listed companies in power battery industry.
At present, China's power battery industry enterprises have not separately listed the power battery revenue details. In the future, it will be summarized according to the business layout and market share of enterprises in the industry. In terms of revenue scale, the total revenue of Contemporary Ampere Technology Co., Ltd. in the power battery industry was the largest in 202 1 year, exceeding 70 billion yuan, and BYD's revenue reached10 billion yuan. Judging from the overall gross profit margin of the industry, it is basically 18%.
4. Business planning of power battery products of listed companies in the power battery industry.
In response to the "Tenth Five-Year Plan and the Outline of Long-term Goals in 2035" promulgated by the state.
With the development of new energy batteries and new energy vehicles, enterprises in the power battery industry have made strategic layout. Among them, contemporary Ampere Technology Co., Ltd., BYD and other leading enterprises will increase their layout on a global scale, further expand their scale, and consolidate and improve their product technology and industrial chain.
For the above data, please refer to Foresight Industry Research Institute's Development Prospect Forecast and Investment Strategic Planning Analysis Report of China Power Battery Industry.