1, Jinling Mining [000655]: The main raw material of lithium-cobalt battery (used by Tesla) is cobalt, and the listed company producing cobalt in the two cities is Jinling Mining, commonly known as Jinling Cobalt in the industry. 20 1 1 year, the total metal content of cobalt powder is 60. 13 tons, and the sales volume is 55.3 1 ton. In the first half of 20 12, * * produced 30. 12 tons of cobalt fine powder metal and sold 22.23 tons.
2. Hongda Mining [600532]: In October 1 Kloc-0/September, the comprehensive development and utilization project of vanadium-titanium magnetite in Honggenan mining area of Panzhihua City (registered capital1100 million yuan, accounting for 5 1% of the company) to be invested by Sichuan Vanadium-Titanium obtained the Notice of Enterprise Investment Project Filing. The total investment is 654.38+08.322 billion yuan. Include a 200-ton/year cobalt project.
3. Huayou Cobalt Industry: Huayou Cobalt Industry is a high-tech enterprise specializing in the mining, smelting, deep processing and sales of cobalt and copper nonferrous metals. The company mainly produces cobalt products such as cobalt tetroxide, cobalt tetroxide, cobalt carbonate, cobalt hydroxide and cobalt sulfate, and copper products such as electrodeposited copper and crude copper. Cobalt products are mainly used in lithium ion battery cathode materials, aerospace superalloys, cemented carbides, colored glazes, magnetic materials, rubber adhesives, petrochemical catalysts and other fields. The company is one of the largest producers of cobalt chemicals in China, and its output of cobalt chemicals ranks among the top in the world.
4. Meg: The company is mainly engaged in recycling waste cobalt and nickel resources, producing and selling ultrafine cobalt and nickel powder materials. The company's main products are ultrafine cobalt powder, ultrafine nickel powder, nickel alloy, ultrafine cobalt powder and ultrafine nickel powder. Now it has become the core industrial chain of "cobalt-nickel-tungsten recycling-cobalt-nickel-tungsten powder recycling-cemented carbide device recycling". The company's raw material source is mainly the long-term single purchase of recycled cobalt and Glencore. It is estimated that this year's cobalt metal production capacity is 15000 tons of cobalt.
5. Liang Hai [002203]: In addition to the news of cobalt mine in the morning, Ma, executive vice president and secretary general of China Nonferrous Metals Processing Industry Association, said that the production capacity of copper pipes for seawater desalination will be expanded from about 30,000 tons/year to 200,000 tons/year in the next few years, and the copper pipes for seawater desalination will show explosive growth in the future.