Summary of listed companies related to NCM concept stocks:
Shanshan Co., Ltd. (600884)
Nan Yuan Materials (NCM), supplies small power tools, domestic scale Maximum) accounts for 30, and lithium manganate accounts for less than 10. Hunan Shanshan (Ningxiang)'s cathode material production base with an annual output of 15,000 tons is actively advancing. Its products are mainly lithium cobalt oxide, ternary and binary. After production, the production capacity will reach 27,000 tons, which will further consolidate the company's leading position.
Jiangte Motor (002176)
Involved in the production of lithium battery cathode materials: invested 80.3446 million yuan (accounting for 97.45) to establish Jiangxi Jiangte Lithium Battery Materials Co., Ltd. to engage in the production of lithium battery cathode materials , the cathode material is one of the key raw materials for lithium batteries. The performance of the cathode material largely determines the performance and scope of use of the lithium battery. The company is involved in the mass production of cathode materials including ternary materials and lithium-rich manganese-based cathode materials.
Zhonghe Shares (002070)
The company holds 66.67 shares of Zhonghe New Energy and plans to acquire 100 shares of ViewSonic New Energy. ViewSonic New Energy's business scope includes non-ferrous metals, instrumentation, electronic products, metallurgical charge, hardware sales, etc. Its ternary material precursor production line was completed and put into operation in early 2011.
Xiamen Tungsten Industry (600549)
Battery materials are one of the company’s key industries. The company now has 5,000 tons of hydrogen storage alloy powder and 10,500 tons of various lithium ion material production Capability, lithium ion material products mainly include lithium cobalt oxide, lithium manganate and nickel cobalt manganese ternary materials (NCM), etc.; Panasonic of Japan is one of the company's main purchasers of battery materials.
China Baoan (000009)
The company indirectly holds a 51.91 interest in Beterui. In 2012, Beterui Company was developing silicon carbon, soft carbon, layered lithium manganate, and layered lithium manganate. Breakthrough progress has been made in the development of next-generation positive and negative electrode materials such as ternary materials, among which silicon-carbon composite materials are expected to be launched on the market in 2013;
Dangsheng Technology (300073)
The main business scope includes the research and development, production and sales of lithium cobalt oxide, multi-materials and lithium manganate and other small lithium battery and power lithium battery cathode materials. It is the leading professional supplier of lithium ion battery cathode materials in China. The company currently has a number of dynamic multi-materials for mass production.
Ganfeng Lithium Industry (002460)
In 2013, 175 million was invested in a new ternary precursor material project with an annual output of 4,500 tons. The new ternary precursor material project with an annual output of 4,500 tons reached After the birth, the average annual new sales revenue was 346 million yuan, and the average annual net profit was 37.0593 million yuan.
Jinrui Technology (600390)
In June 2014, the company planned to issue no less than 9.54 yuan per share and no more than 70 million shares, raising funds of no more than 667.8 million yuan. Invested in the construction project of a battery cathode material production base with an annual output of 10,000 tons (297 million yuan) and the 7,000 tons annual lithium-ion power battery multi-category cathode material project (357 million yuan).
Red Star Development (600367)
The "Preparation Method of Ternary Cathode Material Precursor" applied by the company has obtained the invention patent authorization, but the company has not developed ternary cathode materials for lithium-ion batteries. And the production of precursors, we are only developing and promoting the basic raw materials (front-end products) as ternary cathode materials and precursors - high-purity manganese sulfate, high-purity trimanganese tetroxide and other manganese-based products.
GEM (002340)
With Jingmen GEM as the main body, it plans to invest 95 million yuan to build a nickel-cobalt-manganese precursor material production line for power batteries with an annual output of 3,000 tons. Currently, the company's ternary material production line produces cobalt-nickel-manganese precursor materials.