What are the new energy lithium mining concept stocks?
What are the lithium mining concept stocks? The leading lithium battery concept stocks have leading technology and market share, benefiting from the growth of new energy vehicles and energy storage markets. We recommend leading lithium battery concept stocks. These companies focus on the research and development, production and sales of lithium batteries and have core technologies and strong brand advantages. Below, the editor brings you some lithium mining concept stocks. I hope you like them.
What are the lithium mining concept stocks
CITIC Guoan (000839)
Qinghai Guoan has a production capacity of 3,000 tons of lithium carbonate, with a planned construction capacity of 35,000 tons; its holdings Subsidiary Mengguli (90) has a production capacity of 1,500 tons of lithium cobalt oxide and 500 tons of lithium manganate; the Qinghai Salt Resource Comprehensive Project developed by the company has a total lithium chloride resource reserve of 7.6385 million tons, and the lithium chloride taste ranges from 2.2 to 3.89 g/L; CITIC Guoan has currently invested in a total of 20,000 tons of lithium carbonate projects.
Smike (002162)
It plans to cooperate with Yifeng County to develop lithium-containing porcelain clay mines, with a project investment scale of approximately 1.05 billion yuan.
Western Mining (601168)
Qinghai Lithium Industry Co., Ltd., controlled by the company, owns China's second largest salt lithium resource - Dongtai Jinel salt lithium mine, with potential development value of the resource About 100 billion yuan.
The LiCl porosity reserve of Dongtai Jinaier Lake lithium deposit is 2.8478 million tons (water supply reserve is 1.5858 million tons), the B2O3 porosity reserve is 1.6379 million tons (the water supply reserve is 919,700 tons), and the KCl porosity reserve is 1828.91 million tons (water supply reserves of 10.39 million tons), the lithium ore reserves have reached a super large scale, the boron ore reserves have also reached a super large scale, and the potassium ore reserves have reached a medium scale.
Based on the status of Dongtai Salt Lake resources, the final scale of primary products for comprehensive utilization of salt lake resources is determined to be: 20,000 tons/year of lithium carbonate, 150,000 tons/year of potassium sulfate, and 15,000 tons/year of boric acid. That is, the three products that need to be expanded are: 17,000 tons/year, 125,000 tons/year and 12,500 tons/year. The new investment is 1.65 billion yuan, the sales revenue is 967.41 million yuan, and the investment profit rate is 28.48. The plan is to be implemented in two phases.
The company intends to acquire part of the equity of Tibet Ali Shengtuo Mining Co., Ltd. owned by Jintai Industry and Trade and Sun Jianyi through methods such as capital increase and share expansion or equity purchase. Tibet Ali Shengtuo Mining Company holds salt lake resources such as Longmu Co in the Ali region. The brine of this salt lake is rich in liquid mineral resources such as boron, sodium, magnesium, potassium, lithium and bromine, and has certain investment value.
What are the power battery concept stocks?
000049 Desai Battery: The absolute leader in battery concepts, A-share power battery concept stocks. The company's main business
002091 Jiangsu Cathay's lithium battery electrolyte has a domestic market share of more than 30%. The company is expected to usher in new development opportunities with the large-scale application of lithium-ion power batteries.
600884 Shanshan Co., Ltd. is the largest lithium battery comprehensive material supplier in the country.
600478 Corun is seeking to transform from a supplier of Toyota HEV nickel-metal hydride battery materials to a finished supplier of nickel-metal hydride power battery packs.
000839 During the Olympic Games of CITIC Guoan, the lithium manganate products of its subsidiary CITIC Guoan Mengguli Power Technology Co., Ltd. were used as positive electrode materials for power batteries to assemble 50 pure electric buses.
600192 Great Wall Electric Co., Ltd. has invested in Dalian Xinyuan Power Co., Ltd., China's first joint-stock enterprise dedicated to the industrialization of fuel cells.
600846 Tongji Technology owns 36.23 shares of Shanghai Zhongke Tongli Chemical Materials Co., Ltd., which is engaged in the research and development of key materials and components for proton exchange membrane fuel cells.
000571 New Continent A has invested in Dalian Xinyuan Power Co., Ltd., China’s first joint-stock enterprise dedicated to the industrialization of fuel cells.
Rare Earth Hi-Tech (600111) used the funds raised from its initial stock issuance in 1997 to develop lithium battery projects for nickel-metal hydride batteries. Aucma New Energy Technology Company, a subsidiary of Aucma (600336), is the standard setter for the lithium battery industry
Shanshan Co., Ltd. (600884) produces lithium battery materials and is the number one domestic supplier
TCL Group (000100) subsidiary produces lithium batteries
Weike Jingjing (600152) ) established an industrial park to produce power batteries, lithium batteries, and solar energy
Tibet Mining 000762--The lithium carbonate content of Zabuye Lake is conservatively estimated at 2 million tons, and the company has a 20-year mining right; 000973 Buddha Plastics Shares:
Leading power battery recycling concept stocks
The leading power battery recycling concept stocks are:
(1) Fuchun Environmental Protection: In May 2018, the company planned to cooperate with Multiple parties jointly invested in Hangzhou Wanshi Growth Investment Partnership (Limited Partnership), with a total investment fund size of RMB 1.296 billion, of which limited partner Fuchunjiang Group subscribed RMB 58.32 million, and limited partners Fuchun Environmental Protection subscribed capital of RMB 51.84 million. The industrial investment fund that the company will invest in this time plans to invest specifically in Shangrao Dingxin Metal Chemical Co., Ltd. Dingxin Chemical's business model is based on the concept of resource recycling. It collects waste cobalt and nickel resources and waste lithium battery cathode materials, and uses wet The method uses re-preparation recycling technology to recycle battery-grade cobalt sulfate and lithium carbonate, and enrich nickel, manganese and other products to realize the recycling of renewable resources. The investment funds planned to invest in Dingxin Chemical will be used to build a new 30,000-ton high-efficiency full recycling project of used lithium batteries and supplement working capital.
(2) Sinochem International: Interactive platform reply on August 26, 2020: The waste power battery recycling business is an important part of the company’s new energy strategy. The project is currently in the pilot stage of research and development, with an annual production capacity of 3,000 tons, which has been included in the advanced applicable technology of the "waste-free city" construction pilot
Where to look at lithium iron phosphate battery concept stocks?
After-hours data on July 23 prompted that lithium iron phosphate Battery concepts rose, led by Kellu Electronics (5.2, 0.47, 9.937), Hezong Technology (12.2, 9.221), Narada Power (13.38, 7.212), Guoxuan Hi-Tech (59.87, 4.888), BYD (258.68, 3.904) Wait to follow the rise. Lithium iron phosphate battery concept stocks include:
1. Kelu Electronics: The company's total operating income in 2020 was 3.337 billion, a year-on-year increase of 4.44, and the compound growth rate in the past five years was 1.36; the net profit was -320 million, nearly The five-year compound growth rate is -9.13.
The company participates in Beijing Guoneng Battery. Guoneng is the largest manufacturer of lithium iron phosphate soft pack batteries in China. With its excellent technical strength and product performance, it has supplied batches to 80 domestic bus companies. The battery safety and high energy density have been favored by many customers for a long time, and the number of battery-assembled models ranks among the top three.
2. Hezong Technology: The company’s total operating income in 2020 was 1.3 billion, with a compound growth rate of 0.74 in the past five years; net profit was -784 million.
The announcement disclosed that the lithium battery cathode material manufacturing industry where Hunan Yacheng is located has broad prospects. The company is a lithium battery cathode material manufacturing enterprise integrating R&D, production and sales. Its main products are cobalt tetraoxide, hydrogen Cobalt oxide and lithium iron phosphate have formed a strong competitive advantage in the lithium battery cathode material market and are one of the major professional suppliers of lithium battery cathode materials in my country.
Leading lithium battery concept stocks
There are many leading lithium battery concept stocks, including 600478 Corun, 600409 Sanyou Chemical, 600196 Fosun Pharmaceutical, 600255 Xinke Materials, 600773 Tibet Urban Investment and other stocks
There are many leading stocks, such as CITIC Guoan, Shanshan Shares, Jiangsu Cathay, China Baoan, Jinrui Technology, Shanghai Putian, Jiangte Electric and so on.
The most trustworthy one at present is China Principal, because this company has been established for some time, its business has always been very good, and its stocks have also performed very well.
Lithium battery concept stocks: 600478 Corun, 600409 Sanyou Chemical, 600196 Fosun Pharmaceutical, 600255 Xinke Materials, 600773 Tibet Urban Investment, 002411 Jiujiujiu, 600522 Zhongtian Technology, 000009 China Baoan, 600273 Jiahua Energy, 000571 New Continent A, 002733 Xiongtao Co., Ltd., 002074 Dongyuan Electric, 002206 Hailide.
002091 Jiangsu Cathay’s lithium battery electrolyte has a domestic market share of more than 30%, and the company is expected to capitalize on the development opportunities of large-scale application of lithium-ion power batteries. : Leading lithium battery stocks:
1. CITIC Guoan (000839) CITIC Guoan MGL (referred to as MGL) is mainly engaged in the research and development of key materials for lithium-ion secondary batteries and high-energy-density power lithium-ion secondary batteries. , production and sales, it is currently the largest domestic manufacturer of lithium cobalt oxide and lithium manganate cathode materials for lithium batteries, and is also the only domestic and foreign manufacturer that mass-produces power lithium-ion secondary batteries.
2. Shanghai Shanshan Technology, a holding subsidiary of Shanshan Co., Ltd. (600884), has a production capacity of 1,200 tons of lithium battery anode materials; the company’s subsidiary Dongguan Shanshan electrolyte sales and sales volume are currently ranked The second largest company in the country; Hunan Shanshan New Materials Co., Ltd., which holds 75% of the shares, mainly produces lithium-ion battery cathode materials. It has an annual production capacity of 5,000 tons of lithium battery cathode materials, with an annual production capacity of 4,000 tons of lithium cobalt oxide and 500 tons of lithium manganate. ton.
3. Cathay Huarong Chemical New Materials Co., Ltd., a subsidiary of Jiangsu Cathay (002091), mainly produces lithium battery electrolyte, with a domestic market share of more than 30% and accounting for 30% of the operating profits of listed companies.
4. China Baoan (000009) holds 55% of the lithium battery carbon anode material of Betri Company, which ranks first in the country, with a market share of 80%, and second in the world. It ranks first in the country in lithium iron phosphate cathode material, and currently in the world Third: Tianjiao Company, which controls 75% of the company, mainly sells ternary cathode materials. In 2008, its sales volume ranked first in the country, with a market share of 30-40%.
5. Jinrui Technology (600390) subsidiary Changyuan Lithium Technology (16% of the company, 84% of the major shareholder) is a high-tech enterprise specializing in the production of lithium cobalt oxide, a new lithium ion cathode material nickel cobalt manganese The specific capacity of lithium oxide is more than 30% higher than that of lithium cobalt oxide.