What are the leading lithium mining stocks with the most potential?
Who are the leading lithium mining stocks with the most potential? Leading salt lake lithium extraction stocks refer to companies that have a leading position in the salt lake lithium extraction industry and have advantages such as technological advantages, abundant resource reserves and large market shares. , is the core force of my country's salt lake lithium extraction industry. The editor below will introduce who is the leading lithium mining stock with the most potential. It is of great benefit to everyone. Let’s take a look.
Who is the leading lithium mining stock with the most potential?
1. Yiwei Lithium Energy
Huizhou Yiwei Lithium Energy Co., Ltd. was founded in 2001. Since its listing on the Shenzhen GEM in 2009, it has formed core businesses such as lithium primary batteries, lithium-ion batteries, and power systems. Its products cover smart grids, smart transportation, smart security, energy storage, new energy vehicles, special industries and other markets. Pursue excellence, focus on innovation, and strive to create a first-class "smart interconnected energy" solution provider
2. Tianqi Lithium Industry
Tianqi Lithium Industry Co., Ltd. is a leading provider of solutions in China and the world , a new energy materials company with lithium as its core, is a company listed on the Shenzhen Stock Exchange. The company's business covers the key stages of the lithium industry chain, including the development of hard rock lithium ore resources, the processing and sales of lithium concentrates, and the production of lithium chemical products. Sale. The company strategically deploys lithium resources in China, Australia and Chile, and relies on the advantages of a vertically integrated global industrial chain to establish partnerships with international customers to jointly help the electric vehicle and energy storage industries achieve long-term sustainability of lithium-ion battery technology develop.
3. Ganfeng Lithium Industry
As of December 31, 2017, Jiangxi Ganfeng Lithium Industry Co., Ltd. was the third largest in the world and among the top in China in terms of production capacity. A manufacturer of lithium compounds and the world's leading producer of lithium metal. The company provides more than 40 kinds of lithium compounds and lithium metal products covering five major categories, which the company believes to be one of the most complete product offerings among lithium compounds and lithium metal suppliers in the world. The company has a vertically integrated business model, covering all important links in the value chain such as upstream lithium extraction, midstream lithium compound and metal lithium processing, and downstream lithium battery production and recycling. The company started as a midstream manufacturer of lithium compounds and metallic lithium, and successfully expanded to the upstream and downstream of the industrial value chain to obtain competitive supply of lithium raw materials, ensure cost and operational efficiency, and achieve synergy among multiple business lines. Collect cutting-edge market information and develop cutting-edge technology. The company's comprehensive product supply portfolio enables the company to effectively respond to the special and diverse product and specification needs of customers mainly from battery-related end markets
4. Tibet Urban Development Investment
Tibet Urban Development Investment Co., Ltd. is a company mainly engaged in real estate development and sales. The company's real estate products include affordable housing, ordinary residences, commercial and office buildings and other property types. The company was formerly known as Tibet Yalong Tibetan Medicine Co., Ltd. In 2009, it completed a major asset reorganization with a wholly-owned subsidiary of the Shanghai Zhabei District State-owned Assets Supervision and Administration Commission. The company completed its main business to real estate development, old area renovation, and security Transformations in sexual housing construction. The company has been engaged in real estate development for more than 20 years and has accumulated rich industry experience. It has developed Yonghe Community, Yongle Garden, Yongsheng Garden, Yuexiu Garden, Beifang Garden, Fuyou Garden, Heyuan Mingdi, and Heyuan Xiangdi. , Heyuan Enterprise Plaza, Pengpu Phase 10, Qiaodong Phase 2 and other more than 20 resettlement housing and ordinary commercial housing projects. Among them, the "Heyuan" series is a high-quality living community developed by the company, which has established a good brand image for the company in the industry
5. Tibet Everest Resources
Tibet Everest Resources Co., Ltd. The company is based on the upstream of the non-ferrous metal resources industry and relies on the lead-zinc polymetal mines in Tajikistan. It has become a benchmark project for Chinese-funded enterprises to successfully invest in countries along the “Belt and Road” initiative. At the same time, the company has begun to invest in lithium salt lake development projects in the upstream of the new energy industry in Argentina along the "One Road" route. The company has continuously achieved transformation and upgrading and has become one of the leading stocks in the mining resource development sector in the securities market. The company was listed on the Shanghai Stock Exchange on December 27, 2000, becoming the seventh listed company in Tibet. At the beginning of its listing, the company was one of the national designated motorcycle manufacturers. It mainly produced high-end large-displacement motorcycles and occupied a certain market share in the domestic mid-to-high-end motorcycle market.
What are the leading lithium mining stocks?
Leading lithium mining stocks
1. Salt Lake Stock (000792): The company is mainly engaged in the production and sales of potassium chloride , is the largest potash fertilizer manufacturer in China. As of August 10, 2021, the total market value was 31 million yuan in 2018;
2. Ganfeng Lithium Industry (002460): The company is mainly engaged in the research and development, production and sales of various lithium products. One of the world's largest producers of lithium metal. As of August 10, 2021, the total market value was 250.121 billion yuan;
3. Tianqi Lithium Industry (002466): The company is mainly engaged in the research and development, production and sales of lithium mines and lithium products. It is one of the world's largest One of the largest lithium producers. As of August 10, 2021, the total market value was 148.847 billion yuan.
What are the concept stocks for lithium extraction from salt lakes
There are Tibet Urban Investment, Keda Manufacturing, and Tibet Mining.
The details are as follows:
1. Tibet Urban Investment 600773: The company achieved operating income of 2.514 billion yuan in 2021, a year-on-year increase of 34.91%; the net profit attributable to shareholders of the listed company was 118 million yuan , a year-on-year increase of 6.5%; the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 123 million yuan, a year-on-year increase of 0.65%.
Guoneng Mining’s salt lake lithium extraction project has not yet entered mass production, and the process route is still in pilot testing. According to the closing news on November 25, Tibet Urban Investment opened at 20.41 yuan and closed at 20.280 yuan, with a transaction volume of 238 million yuan.
2. Keda Manufacturing 600499: The company achieved operating income of 9.797 billion yuan in 2021, a year-on-year increase of 34.24%; net profit attributable to shareholders of listed companies was 1.006 billion yuan, a year-on-year increase of 284.6%; attributable to listed companies Shareholders' net profit after deducting non-recurring gains and losses was 952 million yuan, a year-on-year increase of 9405.34%.
Keda Manufacturing’s main businesses are machinery and equipment, construction ceramics and clean energy and environmental protection industries, accounting for 90% of its cumulative revenue. Salt lake lithium extraction revenue accounted for 5.88% in 2020, but there is huge room for growth in salt lake lithium extraction. .
According to the closing news on November 25, Keda Manufacturing’s stock price fell by 2.08% within 3 days, with the latest price at 15.890 yuan, with a transaction volume of 264 million yuan.
3. Jiuwu High-tech 300631: The company achieved operating income of 540 million yuan in 2021, a year-on-year increase of 1.6%; net profit attributable to shareholders of listed companies was 70.1243 million yuan, a year-on-year increase of -15.24%; attributable to listing The company's shareholders' net profit after deducting non-recurring gains and losses was 26.2246 million yuan, a year-on-year increase of -58.52%.
The company has the "adsorption membrane method" salt lake brine lithium extraction technology, which can be used to produce battery-grade lithium carbonate products. The company provides customers with integrated technology solutions, including membrane materials. On the evening of October 7, 2021, the company announced a plan to issue stocks to specific targets through a simple procedure, intending to raise 160 million yuan for the salt lake lithium extraction pilot platform construction project, solid and hazardous waste intelligent cloud warehouse comprehensive service projects and supplementary liquidity funds. The salt lake lithium extraction pilot platform construction project has a total investment of 123 million yuan. It is planned to carry out salt lake lithium extraction pilot studies with salt lake resource parties in Tibet’s Zabuye Salt Lake, Argentina’s Angeles Salt Lake, Qinghai Dachaidan Salt Lake and other areas to verify “adsorption” The application performance of the "membrane method" lithium extraction process under different types of salt lake brine conditions, and optimize the "adsorption membrane method" lithium extraction process.
On November 25, Jiuwu Hi-Tech opened at 30.8 yuan. As of the close at 15:00, the stock fell 1.51% to 30.730 yuan. The current market value is 3.769 billion.
4. Tibet Mining 000762: In 2021, it achieved operating income of 644 million yuan, a year-on-year increase of 68.18%; net profit attributable to shareholders of listed companies was 140 million yuan, a year-on-year increase of 388.89%; Net profit excluding non-recurring gains and losses was 112 million yuan, a year-on-year increase of 302.98%.
Mining, processing, sales and trading business of chromite, lithium ore, copper ore and boron ore. The Shannan Branch is responsible for the mining of the Luobusa chromite ore in Tibet owned by the company; the holding subsidiary Tibet Zabuye Company is responsible for the extraction of lithium and boron ore from the Zabuye Salt Lake in Tibet; the holding subsidiary Nimu Copper The company is responsible for copper mining and electrolytic copper processing at the Nimu copper mine owned by the company.
What are the leading lithium battery stocks?
The leading lithium battery stocks are as follows:
1. CATL 300750, the leader in power battery listings, in terms of battery quantity Ranked No. 1 in the world, the company is the world's leading supplier of lithium-ion batteries. It focuses on R&D, production and sales of power battery systems and energy storage systems for new energy vehicles, and is committed to providing first-class solutions for global new energy applications.
2. BYD 002594, its blade battery has single-handedly changed the pattern of lithium iron phosphate and ternary lithium batteries. The company has established world-leading technological and cost advantages in the field of power batteries, and has established a leading scale advantage through the rapid expansion of power battery production capacity. The "blade battery" developed by the company is a new generation of lithium iron phosphate battery. Through the improvement of pack efficiency and internal design, its volume specific energy density is significantly higher than that of traditional iron batteries.
3. Enjie Co., Ltd. is a leading company in the lithium battery separator industry. The company is the world's leading company in the lithium battery and separator industry in terms of production capacity, product quality, cost-effectiveness, and technology research and development. The company is located in Shanghai, Five wet separator production bases have been established in Wuxi, Jiangxi, Zhuhai and Suzhou, and a Hungarian lithium battery isolation film production base construction project will be launched in 2021.
4. Ganfeng Lithium Industry 002460, one of the leading lithium resources. The company is the world's leading lithium ecological enterprise, with production capabilities of more than 40 types of lithium compounds and metallic lithium products in five categories. It is one of the manufacturers with the most complete supply of lithium series products, and its complete product supply portfolio can meet the unique and diverse needs of customers. The company started by manufacturing lithium compounds and metallic lithium in the midstream, and successfully expanded to the upstream and downstream of the industrial value chain.
5. Yiwei Lithium Energy 300014 is one of the leading companies in lithium batteries. The company is a manufacturer of lithium batteries. It has mastered the core technology of lithium batteries and has first-class manufacturing technology in the industry. It has a global reputation market leader. The company's main business is the research and development, production and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries and ternary cylindrical batteries) and power batteries (including new energy vehicle batteries and their battery systems and energy storage batteries).
6. Salt Lake Shares 000792, the leader in lithium extraction from Salt Lake, takes a stake in Lanke Lithium Company. Relying on the rich lithium resources in Qarhan, Salt Lake and the public facilities in the Industrial Park of Salt Lake Co., Ltd., it uses the adsorption of lithium The cost of producing lithium carbonate through extraction technology has a comparative advantage compared with its peers. The brine adsorption lithium extraction technology used by Lanke Lithium Company is the company's independent research and development technology, and more than 30 related independent technologies have been patented.
7. Tianqi Lithium 002466, one of the leading lithium resources. The company's total lithium chemical product production capacity is approximately 44,800 tons/year. In addition, the company is also building 48,000 tons/year of lithium hydroxide and 20,000 tons/year of battery-grade lithium carbonate. The total planned production capacity of lithium chemical products in the medium term exceeds 110,000 tons/year.
8. Tianci Materials 002709, one of the leading electrolytes. The lithium iron phosphate production capacity is 5,000 tons, and the total electrolyte production capacity exceeds 50,000 tons. The planned projects currently under construction include Jiujiang’s “150,000-ton annual lithium battery materials project”, Fuding’s “100,000-ton annual electrolyte production project”, Jiangsu Liyang’s “200,000-ton annual electrolyte production project (Phase I)”, etc.
Tianci Materials
9. Putilai 603659, a leading cathode material company for lithium batteries, is mainly engaged in key materials for lithium ion batteries and automated processing equipment. Its products include anode materials, coatings Separators, aluminum-plastic packaging films, PVDF, adhesives and automated processing equipment, etc. Through the vertically integrated industrial chain layout, the company has established stable and controllable manufacturing capabilities, horizontally expanded the product applications and customer markets of process technology, built large-scale collaborative competitive advantages, and become a world with leading technology, excellent products, and standardized management. A comprehensive service provider of key materials and process equipment for lithium-ion batteries.
10. Leading Intelligent 300450, a leader in lithium battery equipment. The company is a global leader in high-end lithium battery equipment and overall solutions. It has mastered core technologies such as fully automatic winding machines, laminating machines, complete sets of full-line equipment, and overall intelligent manufacturing solutions for the production of power lithium batteries, energy storage lithium batteries, and digital lithium batteries. Its technology and performance have reached the world's advanced level.
The top ten leading lithium extraction stocks in Salt Lake
1. The first leading lithium mining stock is Fulin Precision, with the stock code 300432 and the current stock price of 26.01 yuan. The circulating market value of A shares is 18.869 billion, and this stock belongs to the lithium mining concept. The company's main business involves the production and sales of lithium battery cathode materials, new energy automobile parts, precision parts and other materials.
2. The second-ranked lithium mining stock is Jinyuan Shares, with the stock code 000546. The current stock price is 13.31 yuan. The A-share market value of this stock is 9.522 billion. This stock belongs to the lithium mining concept. The company will vigorously develop lithium resources in the future, and the rapid development of new energy vehicles will increase the demand for lithium batteries.
3. The third leading lithium mining stock is Yahua Group, with stock code 002497. The current stock price is 26 yuan. The A-share market value of this stock is 27.088 billion. This stock belongs to the lithium mining concept. The company is currently focusing on the production and sales of lithium concentrate.
4. The fourth leading lithium mining stock is China Mining Resources, with the stock code 002738. The current stock price is 74.45 yuan. The A-share market value of this stock is 22 billion. This stock belongs to the lithium mining concept.
5. The fourth place among the leading lithium mining stocks is Ganfeng Lithium Industry, with stock code 002460. In 2020, it achieved operating income of 5.524 billion yuan, a year-on-year increase of 3.41%; net profit attributable to shareholders of listed companies 1.025 billion yuan, a year-on-year increase of 186.16%; the net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 402 million yuan, a year-on-year increase of -42.08%. Due to strong downstream demand, the company's corresponding products are also increasing in price, so the price increase of lithium ore will not compress the company's profits.