What are the lithium iron phosphate battery concept stocks?

Concept stocks of lithium iron phosphate batteries (related stocks)

Citic guoan: Shenzhen Betray, a 55% subsidiary of china baoan Holdings, is the standard setter of carbon anode materials for lithium batteries in China. Shenzhen Betray is engaged in the production of lithium ferrous phosphate materials, and the capacity of lithium ferrous phosphate cathode materials is 65,438+0,500 tons/year. The company's actual production capacity of lithium ferrous phosphate cathode material is 800 tons/year, and the output is only over 40 tons/year, which is mainly supplied to large battery manufacturers, such as Li Shen in Tianjin and Deng Shuang in Jiangsu.

Shanshan Co., Ltd.: Shanshan Co., Ltd. is the largest comprehensive material supplier of lithium batteries in China. China is the largest supplier of cathode materials and the top three in the world. It has the most potential to become a star enterprise in the lithium battery industry in the future, and has a complete product system of lithium-ion battery materials. The income of battery materials has accounted for 40% of the company's main business income, which is the largest among listed companies at present. Shanshan Co., Ltd. is a company with the production technology of "lithium ferrous phosphate" and has achieved small-scale mass production. At present, it has the production capacity of all four lithium ferrous phosphate cathode materials.

Fanghua Textile: Jiangsu Tian Li New Energy Technology Co., Ltd., Fanghua Textile holds 70% of the shares, develops lithium iron phosphate power battery materials and exports them to the United States. The first phase has a construction area of 24,000 square meters, with a total investment of 450 million yuan and a registered capital of 65.438+0.08 billion yuan. It mainly develops, produces and sells lithium iron phosphate batteries to replace lead batteries for electric bicycles and supporting power batteries for electric vehicles. The annual output of lithium battery is 320,000 kWh, and the electrolyte of lithium battery is 654.38+0.200 tons. The estimated annual sales amount is 654.38+0 billion yuan.

Six-country Chemical Industry: Six-country Chemical Industry and Sichuan University signed the Contract for Research, Production and Application Development of Iron Phosphate and Lithium Ferrophosphate Technology, and formally entered the field of new energy batteries. If the project is successfully completed, a strong competitor will be born in the field of lithium batteries. Strive for trial production after 1 year and mass production of lithium ferrous phosphate that meets the standards.

Hengdian Dongci: Hengdian Dongci started research and development in cooperation with Shanghai Jiaotong University, and has applied for a patent for invention of "Microwave Fast Solid-state Sintering Method of Lithium Ferrophosphate as Cathode Material of Lithium Ion Battery". Jinhua Science and Technology Bureau organized the project review and passed the provincial new product appraisal. The capacitance of the products produced by the company is about 137mAh/g (theoretical capacitance is 170mAh/g), and the batch trial production was carried out in March of 20 13.