深圳市信宇人科技股份有限公司-凯发app
addtime：2021-06-15 author：xinyuren hits：17
china's power lithium battery industry has developed rapidly from scratch, from small to large. china's power lithium battery industry has entered the key stage of industrialization construction and application, and the power lithium battery industrialization process has been in a leading position in the world.
the upstream of power lithium battery industry includes nickel, cobalt, manganese, lithium carbonate, lithium hexafluorophosphate and other cobalt and lithium raw materials; the middle reaches include cathode material, anode material, electrolyte, separator and other key materials; downstream mainly involves cells and batteries. among them, in the aspect of cell and battery pack, ningde times is the leading listed company in china. in ningde times, the market share of power lithium battery installed capacity is more than 50%, while the market share of power lithium battery installed capacity of other listed companies is relatively small.
this paper summarizes the listed companies in the power lithium battery industry, and makes a comprehensive comparison from the business layout, performance comparison and business planning of the listed companies in the power lithium battery industry.
1. summary of listed companies in power lithium battery industry
china's power lithium battery has developed rapidly from scratch, from small to large. china's power lithium battery industry has entered the key stage of industrialization construction and application, and the power lithium battery industrialization process has been in a leading position in the world. at present, there are a large number of listed companies in china's power lithium battery industry, which are distributed in various industrial chains. it includes:
listed companies of cobalt raw materials: hanrui cobalt (300618) and huayou cobalt (603799);
listed companies of lithium raw materials: ganfeng lithium (002460), tibet mining (000762), tianqi lithium (002466), jiangte motor (002176), zhongkuang resources (002738), yongxing materials (002756), yahua group (002497), shengxin lithium energy (002240);
listed company of lithium battery recycling: greenmead (002340);
listed companies of cathode materials: xiamen tungsten (600549), fulin jinggong (300432), xiangtan dianhua (002125), dangsheng technology (300073), keheng co., ltd. (300340);
listed companies of electrolyte: duofudo (002407), tianci materials (002709), jiangsu guotai (002091), xinzhoubang (300037), guancheng datong (600067), tianji shares (002759);
listed companies of anode materials: china baoan (000009), putailai (603659), shanshan (600884), zhongke electric (300035), xiangfenghua (300890);
copper foil listed companies: jiayuan technology (688388), nord (600110);
listed companies: enjie (002812), sinoma technology (002080), xingyuan material (300568), cangzhou pearl (002108);
listed companies of lithium battery equipment: evonik technology (300457), pioneer intelligence (300450) and xingyun co., ltd. (300648);
listed company of structural parts: kodali (002850);
listed companies of cell and battery pack: ningde times (300750), byd (002594), xinwangda (300207), guoxuan hi tech (002074), yiwei lithium energy (300014), penghui energy (300438), funeng technology (688567), yulan lithium core (002245) and baolixin (300116).
among them, the listed companies involving cells and batteries include ningde times, byd, guoxuan hi tech, etc.
