The lithium battery sector is strong! To say that the hottest track in the A-share market this year is none other than the new energy industry chain. Lithium batteries, salt lake lithium extraction, lithium mines, positive and negative electrode materials, and other sectors have risen one after another!
Especially in the lithium battery sector, the sector index has risen by more than 66% since April, and there is no boom for now!
Behind the soaring index is the high prosperity of the lithium battery industry!
According to statistics, from January to June 2021, the installed capacity of domestic power batteries reached 52.5 GWh, a year-on-year increase of 200.3%.
Driven by the high prosperity of lithium batteries, the output of cathode materials also increased year-on-year.
According to statistics from Xinxie, in the first half of 2021, the total output of 17 domestic lithium battery cathode material companies was 308,900 tons, a year-on-year increase of 138%.
Graphitization of lithium battery negative electrode increased by 70%! According to industry media reports, under the dual control of energy consumption, the power supply of large-scale negative graphitization casting enterprises is limited. Recently, the supply of negative electrode materials in my country is tight, and the graphitization gap has widened again.
At present, the mainstream price of cathode graphitization casting is 18,000-2.2 million yuan/ton, and some zero unit prices reach 23,000 yuan/ton, an increase of about 70% compared with the fourth quarter of 2020.
Huachuang Securities said that it is estimated that by 2025, the global anode material market space will be 45.7 billion yuan, with a compound growth rate of 25.2%. Among them, the artificial graphite market space is 37.4 billion yuan, and the natural graphite market space is 8.4 billion yuan.
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According to incomplete statistics, there are currently more than 15 listed companies in the A-share market that have deployed negative electrode graphitization.
It should be noted that from the perspective of the performance of the secondary market, some anode graphite material companies have been hyped by funds, and some individual stocks have accumulated huge gains in the early stage, seriously over-drafting related earnings. Investors should sort out the fundamentals of specific companies and avoid blindly chasing higher prices.
Negative electrode graphitization concept stock list!
China Baoan: the global leader in lithium-ion battery anode materials;
The group's NEEQ-listed company, Beiterui, has a complete lithium-ion battery cathode material industry chain, and its products are mainly used in electronic digital, new energy vehicle power batteries, and energy storage fields;
At this stage, the production capacity of cathode materials reaches 40,000 tons/year, and the production capacity of lithium iron phosphate is 17,000 tons/year;
Protele: A leader in cathode materials for lithium batteries;
The company is deeply involved in the upstream key materials and automation process equipment of new energy lithium-ion batteries. Products include negative electrode materials and graphitization processing, automatic coating equipment, diaphragm base film, coated diaphragm and processing, aluminum-plastic packaging film, etc.;
Shanshan Co., Ltd.: the only leading lithium battery material company in China covering the three major lithium battery materials of the positive electrode, negative electrode, and electrolyte,
The company's output of lithium cobaltate and negative electrode materials ranks second in China, and its electrolyte shipments rank fourth in China. Developed the world's first 4.45V lithium cobalt oxide product used in the high-end 3C field;
As of 21, the company's positive electrode material production capacity is 60,000 tons, the finished negative electrode material production capacity is 120,000 tons, and the electrolyte production capacity is 40,000 tons;
Zhongke Electric: the second echelon of domestic lithium-ion battery cathode material manufacturers;
The main business covers the development of traditional graphite anode materials such as artificial graphite, natural graphite, and composite graphite, and the graphitization processing of graphite electrodes and isostatic graphite plasma battery anode materials;
The company's lithium battery cathode business is operated by its subsidiaries Zhongke Xingcheng and Great Technology, and its business is divided into lithium-ion battery cathode materials and graphitization processing;
Xiangfenghua: domestic advanced lithium battery cathode material supplier;
The company is mainly engaged in the research and development, production, and sales of cathode materials for lithium batteries. The main products can be divided into two categories: natural graphite and artificial graphite. Products are used in power (electric vehicles, such as new energy vehicles, electric bicycles, etc.), 3C consumer electronics and industrial energy storage, and other lithium battery fields;
The company's cathode material shipments rank fifth to sixth in the industry, and it is a supplier to more than 30 well-known companies such as BYD, LG Chem, CATL, Guoxuan Hi-Tech, and Samsung SDI.
Kodak Manufacturing: Engaged in the production of cathode materials for lithium-ion power batteries and lithium carbonate;
The company holds a 43.58% stake in Lanke Lithium. Lanke Lithium is mainly engaged in lithium carbonate products. Lithium carbonate is extracted and sold from the brine of Chaerhan Salt Lake in Qinghai. With unique lithium-magnesium separation technology, it is in a leading position in the field of lithium extraction from brine in my country. ;
Yicheng New Energy: Formed a "new material sector mainly based on functional carbon materials such as graphite electrodes, needle coke, and lithium battery cathode materials";
Holds 76% equity of Zhongping Hanbo, indirectly holds 76% equity of Yicheng Hanbo and 76% equity of Yicheng Carbon Materials through Zhongping Hanbo, holds 70% equity of Ping Mei Neng Lithium Battery, and completes the structure of lithium battery negative electrode Integrate the material business, and the first phase of the high specific energy lithium-ion battery project of Pingmei National Energy Co., Ltd. 1GWh was put into production;
Fangda Carbon: the largest graphite electrode company in China and the third in the world;
The company's leading products include lithium-ion battery anode materials, carbon/carbon composite materials, and other new carbon material products, and has international advanced carbon product production equipment;
Several carbon production subsidiaries and raw material production and processing enterprises under it have a reasonable geographical layout, resource sharing, and complementary advantages. It can produce various types and specifications of carbon products and special graphite products required by domestic and foreign customers;
Huakong SEG: The company acquired Inner Mongolia Aoyuan Holdings, mainly engaged in the development, production, and processing of graphite and silicon carbon materials, and the production of lithium battery cathode materials;
In 2019, the company signed an investment contract with the People's Government of Xinxing District, Qitaihe City to build a 30,000-ton/year lithium-ion battery anode material project in Qitaihe;
Baichuan Co., Ltd.: In 2019, the company decided to use Ningxia Baichuan New Materials, a wholly-owned subsidiary, as the main body, to implement the "50,000-ton annual needle coke project" in Ningdong Energy and Chemical Base, Lingwu City, Yinchuan, Ningxia;
As of July 21, the needle coke project with an annual output of 50,000 tons, and the graphite anode material (graphitization) project are in the trial production stage;
National Technology: indirectly holds 70% of the equity of Xuenuo Industry, engaged in the research and development of cathode materials for lithium-ion batteries, and has been deeply involved in the cathode industry for more than ten years;
The graphitization process workshop of Xuenuo Industry, a subsidiary of the company, is designed according to general functions. Not only can the graphitization of negative electrode materials be processed, but also graphite electrodes, nuclear graphite, high-purity graphite, and other products can be processed.
Note: The above companies are compiled and summarized based on public information such as performance reports, which are only for sharing, exchange, and learning, and not as a basis for trading;
(The stock prices of some of the above companies have risen relatively recently, please do not chase high, do not chase high, do not chase high!)
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