Lithium-ion battery has the advantages of high working voltage, small volume, light weight, high energy, no memory effect, no pollution, small self-discharge and long cycle life, and is an ideal energy source for the development of 2 1 century. Because of its unique performance advantages, lithium-ion batteries have been widely used in portable appliances such as notebook computers, cameras and mobile communications. At present, the developed large-capacity lithium-ion battery has been put into trial use in electric vehicles, and it is expected to become one of the main power sources of electric vehicles in 2 1 century, and will be applied in satellite, aerospace, energy storage and other fields. Its future market prospect is very broad.
Among them, the main listed companies with battery business are: citic guoan, Jiangsu Guotai, Tibet Mining, Shanshan, china baoan, Fosu, Feng Fan, Yuan Keli, Desai and TCl Group.
These include:
Feng Fan Co., Ltd.: the designated production unit of lead-acid batteries for military vehicles, with an annual production capacity of 3.5 million kva; Committed to the development of lithium batteries and solar cells.
Yuan Keli: The company produces nickel foam and nickel series batteries, and the Ni-MH power battery project is under active research and development.
Desai: The company is a major supplier of mobile phone batteries at home and abroad.
TCl Group: Its subsidiary produces lithium batteries.
Citic guoan, Jiangsu Guotai, Tibet Mining, Shanshan Co., Ltd., china baoan and Fosu are the main products related to the core technology of lithium batteries.
Tibet mining industry: layout upstream, waiting for the arrival of lithium battery revolution
The content of lithium carbonate in Zabuye Salt Lake, which belongs to the company, is conservatively estimated to be 2 million tons, and the company has the right to exploit it for 20 years. At present, the actual capacity of lithium carbonate in Zabuye Lithium Industry exceeds 2,000 tons/year, and the expected output this year exceeds 1.500 tons. It is estimated that the investment will be 70-80 million yuan, which is expected to reach the design capacity of 5000 tons/year in the first phase. Lithium carbonate and Nimu copper mine are the key projects of the company in the future, and the lack of construction funds is the weakness, but we always believe that good projects do not worry about money. 700 million yuan can increase the company's lithium carbonate production capacity to 30,000 tons/year within 2-3 years, ranking the top three in the world. 300 million yuan can make the production capacity of Nimu Copper Mine reach 5000-8000 tons/year.
The prospect of lithium industry is bright, and the company's resource value needs to be further explored. Once the power lithium battery is widely used, Tibet mining industry is expected to become one of the biggest beneficiaries.
Jiangsu Guotai: Lithium battery electrolyte shines brilliantly
The company's chemical products mainly include lithium-ion battery electrolyte and silane coupling agent, which are produced by Huarong Chemical, a holding subsidiary, with a current production capacity of about 2,000 tons/year. Huarong Company in 2002
The production of lithium battery electrolyte began in 2000. After years of development and continuous technological progress, nearly 1,000 types of middle and high-grade products have been formed, which have been recognized by many large foreign companies. 30% of products are exported, and the gross profit margin of products has been maintained at a high level through continuous improvement of product performance and development of new products. With the completion and commissioning of new production capacity, the performance will be greatly improved.
Lithium battery electrolyte is mainly used in mobile phones, digital cameras, notebook computers and other electronic products and miner's lamps, accounting for about 90% of all lithium ions. The demand for electronic products and lithium batteries for miner's lamps will maintain a steady growth of 10% per year.
Huarong Chemical, Ube of Japan and Samsung of South Korea are the top three companies in the world in terms of lithium battery electrolyte production capacity. In 2009, Huarong Chemical's lithium battery electrolyte production capacity reached 5000 tons/year, making it the largest manufacturer in the world.
Jiangsu Guotai is an excellent enterprise with excellent management and strategic vision. Its foreign trade business is developing steadily in the current severe market environment; Its lithium battery industry has a good market prospect and rapid growth in performance. In the future, its lithium electrolyte will shine brightly.
Shanshan co., ltd.: the extraordinary development of lithium battery upstart
Shanghai Shanshan Technology, a holding subsidiary of the company, has a capacity of 65,438+0,200 tons of mesophase carbon microspheres (CMS) as cathode materials for lithium batteries. CMS project is a national "863" high-tech research and development plan project and is listed as a national high-tech industry demonstration project. In recent years, the company's lithium-ion battery material industry continues to show a rapid development trend, among which new anode products MGS and FSN- 1 have achieved good sales performance after being put on the market on a large scale. At present, the sales volume and sales volume of Dongguan Shanshan electrolyte have ranked second in the country. In terms of anode materials for lithium-ion batteries, technology and market share are in a leading position in China; The sales revenue of cathode materials for lithium-ion batteries came from behind, becoming the largest supplier of cathode materials in China and the top three in the world.
The semi-annual report shows that the company's sales revenue of lithium-ion battery materials has reached 990 million yuan, accounting for 40% of the company's total revenue, which is extremely amazing. With the advent of the new energy technology revolution, the company's lithium-ion battery material, as a substitute for new energy, will also develop supernormally, and its "Qian Jing" is immeasurable.
Citic guoan: The upstream and downstream integration of lithium batteries has great potential for development.
After years of cultivation, citic guoan (000839) vigorously developed the comprehensive project of Qinghai Salt Lake resources, with a total reserve of 7,638,500 tons of lithium chloride and a lithium chloride content of 2.2~3.89.
Between grams/liter, the internal and external conditions for the development of the deposit are good. Citic guoan invested in the construction of 2.
Ten thousand tons of lithium carbonate project. In terms of lithium carbonate, following the successful production of the 10,000-ton production line at the beginning of the year, Qinghai Guoan focused on equipment testing and technical transformation of spray drying workshops, hydrochloric acid workshops and other related facilities, and gradually increased production capacity while debugging.
Citic guoan Mongolia Li (hereinafter referred to as MGL) is a 90% subsidiary of citic guoan Co., Ltd. MGL was established in April 2000, mainly engaged in the research, development, production and sales of key materials for lithium-ion secondary batteries and high energy density power lithium-ion secondary batteries. MGL
At present, it is the largest manufacturer of lithium cobalt oxide and lithium manganese oxide as cathode materials for lithium batteries in China, and the only large-scale manufacturer of power lithium-ion secondary batteries at home and abroad.
The company's power battery was determined by BOCOG as the exclusive supply product of pure electric buses for the 2008 Beijing Olympic Games. The new products of lithium cobaltate developed by the company have a good sales momentum, and the market share remains relatively stable. Lithium manganate, the cathode material of power battery, has also made great achievements in market application. During the reporting period, Mongolia Li Company achieved an operating income of 65,438+0.99 yuan, a year-on-year increase of 49.62%. The government's policy of promoting and encouraging the development and utilization of new energy will not change. The listed companies related to power batteries and other projects are full of bright development prospects.
China baoan: A single spark layout lithium battery.
At the beginning of this year, the leading products of Betray Company controlled by the company were jointly awarded the honorary title of "National Key New Products" by the Ministry of Science and Technology, the Ministry of Commerce, the General Administration of Quality Supervision, Inspection and Quarantine and the General Administration of Environmental Protection. During the reporting period, the company also won the honorary titles of "2007 Shenzhen Science and Technology Innovation Award (the most growing enterprise)" and "Shenzhen leading enterprise in independent innovation industry".
Tianjiao Technology Co., Ltd., in which the company shares, is a high-tech enterprise integrating the production and sales of R&D and cathode materials for lithium batteries. At present, the company's leading products are lithium-manganese-nickel-cobalt oxide battery cathode materials (ternary cathode materials). During the reporting period, the company's sales revenue and net profit doubled year-on-year. The expansion project of ternary materials with an annual output of 1000 tons was completed at the end of May 2008, and the trial production was successful in June. The company's main business is real estate and medicine. In the first half of 2008, revenue accounted for more than 90%, and other income, including lithium batteries, accounted for less than 9%. At present, the lithium battery project has little contribution to the company, but the future layout can be concerned.
Fosun: Partner of BYD's "Iron Battery"
The company and BYD * * * jointly invested US$ 2,865,438+RMB 0,000 to form a joint venture company, and established Foshan Hui Jin Hi-Tech Optoelectronic Materials Co., Ltd. to produce and operate ion dialysis microporous membranes for special batteries. Ion dialysis microporous membrane for special batteries has a good market prospect and rich profit space. Our company cooperates with the main users of this membrane product to invest in related industries, which is conducive to the optimization and adjustment of product structure.
With the rapid development of lithium batteries and the gradual promotion of BYD's "iron battery", the compound speed as a partner of BYD's "iron battery" is expected to usher in spring.