Lithium battery industry most complete leading stock list

A, lithium battery types of segmentation

1. Battery: Ningde Times, BYD.2. Positive electrode material: a. three-way positive electrode: Rongbai Technology, Dangsheng Technology, Shanshan Energy (Shanshan Stock), Green Beauty, Zhongwei Stock, Xiamw New Energy (Xiamen Tungsten Industry).b. Lithium iron phosphate positive: DFN nano.c. Lithium cobaltate and lithium manganate cathode: Xiangtan electrochemical.3. Diaphragm: Enjie Shares.4. Electrolyte: Tianci Materials, Tianji Shares, New Chau Bang, Shanshan Energy, Polyfluoro.5. Anode material: Pourailai, Zhongke Electric, Shanshan Energy, Xiangfenghua.6. Conductive agent: Tenna Technology.7. Lithium equipment: Lead Intelligence, Hangke Technology.8. Lithium resources: Ganfeng Lithium, Tianqi Lithium, Yongxing material.9. Cobalt resources: Huayou Cobalt Industry, Hanrui Cobalt Industry, Luoyang Molybdenum Industry.10. Nickel resources: Green Beauty, Huayou Cobalt, Shengtun Mining.11. Copper foil: Chaohua Technology, Nordisk Shares, Jiayuan Technology.12. Structural parts: Cordaly

Two, motor electronic control types of subdivision

1. Wolong electric drive: the third party leader of electric motor control in China. The EC series sold by Beiqi New Energy is installed with the company's drive motor.2. Joyson Electronics: the world's leading multinational automotive electronics enterprise, whose intelligent driving control system and new energy vehicle power management system serve the world's major vehicle manufacturers and domestic first-line vehicle manufacturers.3. Huichuan Technology: one of the leaders of industrial automation control, the company also provides controllers for electric motors of new energy vehicles.4. Dayang Electric Machinery: one of the leading micro special electric machinery industry in China, and one of the largest suppliers of new energy motor for vehicles in China.5. Yuebo Power: high-quality supplier of powertrain systems and controllers for new energy vehicles.6. Lanhai Huateng: high quality supplier of medium and low voltage frequency converters, electric vehicle motor controllers and servo drivers.7. Founder Motor: Micromotor and controller, energy saving and new energy vehicle drive assembly, automotive control system leader.8. Zhongke Third Ring: the world's second largest supplier of NdFeb permanent magnet materials in China, the company has entered the Tesla industry chain.9. Zhenghai Magnetic Materials: Mainly engaged in high-performance Ndfeb permanent magnet materials and motor drive systems for new energy vehicles.10. Hongfa Stock: one of the world's leading relays, it takes the lead in the research and development of low-voltage relays for micro-new energy vehicles and low-speed electric vehicles.

Three, vehicle enterprises

1. Byd: More than 9,400 patents.2. Changan Automobile: more than 8500 patents.3. Baic Blue Valley: more than 4000 patents.4. Great Wall Motor: More than 1000 patents.5. Saic: more than 3,600 patents.6. Guangzhou Automobile Group: more than 1,100 patents.7. Dongfeng Motor: more than 2,900 patents.8. Geely Automobile: The number of new energy patents has not been disclosed.(a) lithium battery Ningde era: there is no doubt that the battery is the top priority in the development of new energy vehicles. At this stage, the most urgent thing for electric vehicles to solve is endurance, and the most direct impact on endurance is the battery.At present, the whole new energy power battery industry, Ningde times no matter in the domestic or global point of view, is no problem the leader.Byd: BYD has been building cars since 2003, when it acquired Qinchuan Automobile Co., LTD., and has grown to become China's largest new energy vehicle company.Guoxuan High-tech: At present, among the domestic listed lithium battery companies, Guoxuan High-tech is a power battery manufacturer mainly based on the lithium iron phosphate technology route.Guoxuan High-tech ranks the third in the industry among domestic enterprises, belonging to the second echelon of power battery enterprises.Yiwei Lithium Energy: Although not as big as Ningde Times and BYD, Yiwei Lithium Energy has been focusing on the innovation and development of lithium batteries. After so many years of efforts, lithium sub-battery ranks in the forefront of the world and lithium galvanic battery ranks in the leading position in China.It also took a stake in vaping device maker Semol International.Today, the e-cigarette industry is growing rapidly. With a gross margin of 44% and a net margin of 29% in 2019, Symol International has entered the global first-tier tobacco customers.Penghui Energy:Penghui Energy mainly produces polymer lithium ion, lithium ion, nickel metal hydride and other secondary rechargeable batteries, lithium iron, lithium manganese, zinc space and other primary batteries. The products are widely used in mobile power supply, aircraft model, new energy vehicle power battery, automobile starting power supply, communication base station backup power supply, wind energy storage and home energy storage battery system solutions, and take the lead in large-scale production.Have independent intellectual property rights.Weilan Lithium Core: Weilan Lithium Core is mainly engaged in LED chip business, lithium battery and metal logistics and distribution, with more than 10 holding subsidiaries, covering Suzhou, Shanghai, Huai 'an, Yangzhou, Dongguan and other regions in the Yangtze River Delta and Pearl River Delta.Ganfeng Lithium: The company was founded in 2000, and built a lithium metal production base in 2003.In 2010, it was listed on the Shenzhen Stock Exchange, becoming the first listed company in China's lithium industry. In 2018, it was listed on the Hong Kong Stock Exchange.Ganfeng Lithium has been expanding its lithium resource mining and extraction upward in recent years, while also extending its battery production and recycling business downward. Its share price has risen 213% in the past two years, and its market value has exceeded 100 billion, far leaving Tianqi Lithium behind.Tianqi Lithium: The company is mainly engaged in the research and development, production and sales of lithium products.Its predecessor, Shechon Lithium, was founded in 1995. At the beginning, its core raw material for spodumene was mainly sourced from Sichuan Province. Since 1999, it has all been sourced from Australian Telison (the world's largest producer of solid lithium ore, accounting for 2/3 of the global supply of spodumene ore, accounting for about 30% of the global lithium resource market).Yahua Group: Taking civil explosion as its traditional business, Yahua Group is a leading domestic lithium hydroxide company that actively develops lithium, military industry and new material businesses. It entered the lithium industry in 2013 and has successively controlled 37.25% of the equity of Sichuan Guolithium and Xingsheng Lithium.The Lijiagou spodumene mine, controlled by China Lithium's Dexin Mining Group, has proven lithium resources of 510,000 tons, one of the largest in Asia.Shengxin Lithium Energy: The main business of the company is the production and sales of new energy lithium electric materials. The main products are lithium concentrate, lithium carbonate, lithium hydroxide, lithium chloride, lithium metal and rare earth products.Rongjie Shares: The main business is lithium mining, lithium salt and deep processing, nickel and cobalt lithium wet process smelting and deep processing, lithium battery cathode materials, lithium equipment and other business plates.Byd, a leading enterprise in the new energy automobile industry, is a related party of Rongjie. Rongjie's layout in the upstream of the new energy lithium electric industry chain is expected to form a synergistic connection with BYD's whole vehicle industry chain.(III) Cobalt Mine Huayou Cobalt Industry:The company's technology development resources gathered to the best customers of terpolymer cathode materials in China. In the first half of this year, a variety of new products gradually completed the certification and began mass production and continued to increase, helping domestic direct positive customers to improve their market competitiveness and market share in the world's famous new energy terminal automobile manufacturers.Expand the market channel of the company's own precursor products in overseas new energy vehicles and maintain share growth.Hanrui Cobalt Industry: The company is mainly engaged in the research and development, production and sales of cobalt powder and other cobalt products. With cobalt products as the core, the company has formed a complete industrial process from the development and purchase of raw material cobalt ore to the processing and smelting of cobalt ore to cobalt intermediate products and cobalt powder. It is one of the few enterprises in China with a complete industrial chain of nonferrous metal cobalt.Luoyang Molybdenum: The company's main assets and businesses are distributed in Asia, Africa, South America, Oceania and Europe. It is the world's leading producer of tungsten, molybdenum, cobalt and niobium and an important copper producer. It is the second largest phosphate fertilizer producer in Brazil, and its wholly-owned subsidiary, Ecoxen, is also the third largest base metal trader in the world.Luoyang Molybdenum is famous for its international, forward-looking and innovative spirit among domestic mining enterprises, and has an international professional team.(IV) Diaphragm Enjie Shares:Since the acquisition of Shanghai Enjie in 2018, Enjie has become the largest power lithium battery diaphragm manufacturer in China, with a market share of about 40% in the domestic wet process diaphragm field and 15% in the global market share. Customers include Ningde Times, Wanxiang, BYD, Guoxuan Hi-Tech and Funeng Technology in China.LG Chem, Matsushita Electric and Samsung SDI are the major customers of Enge.Xingyuan Material: The company is a national high-tech enterprise specializing in the research and development, production and sales of lithium ion battery diaphragm in the field of new energy, new materials and new energy vehicles.Lithium ion battery diaphragm as the key material of lithium ion battery, together with lithium ion battery is the priority support and focus of the development of the government of the new energy industry.At present, the company is one of the few leading enterprises that step into the international market and provide batch diaphragm products and technical services to international well-known lithium ion battery manufacturers, and has become one of the influential lithium ion battery diaphragm suppliers in the world.(V) Electrolyte godsend materials: the company has significant integration advantages, and liquid hexafluoride and new additives may bring new returns.The electrolyte business scale of the company is the first in the world, and overseas customers are expanding and landing.The company has long started the upstream integration of electrolyte, and successfully produced crystal lithium hexafluorophosphate in 2011. Through the integration development, the comprehensive competitiveness is more consolidated.New Zhoubang: The main business is the research and development, production, sales and service of new electronic chemicals and functional materials, the main products include capacitor chemicals, lithium battery chemicals, organic fluorine chemicals, semiconductor chemicals four series.Jiangsu Guotai: Two main businesses of the company: supply chain service and chemical new energy business.The new energy business of chemical industry is mainly divided into three parts. First, Huarong Chemical produces lithium-ion battery electrolyte and silane coupling agent;Second, Chaowei new materials to produce electrochemical products;Third, the company and Guoguang Electric Co - invested in Guangzhou lithium production anode material.Polyfluoride: The company's lithium hexafluorophosphate is widely used in domestic mainstream electrolyte manufacturers, stable export to South Korea, Japan and other foreign markets.From January to August this year, the company installed 394.3MWh of ternary softpack battery, with a market share of 12%, ranking the third. It mainly provides supporting facilities for Chery, SAIC-Wuling, Dongfeng, K Company and other automobile enterprises, and the customer concentration gradually decreases.(VI) Anode Dangsheng Technology: domestic lithium cathode material leading enterprise.The world's top 10 lithium giants are all the company's customers.Lithium battery products are the most widely used, from smart phones, power tools, electronic cigarettes, drones, etc., to new energy vehicles have Dangsheng technology figure.In terms of export, for two consecutive years to become the domestic power of multi-material exports accounted for the first enterprise.Rongbai Technology: Engaged in the research and development, production and sales of cathode materials and preprecursor for lithium batteries, Rongbai Technology has grown into a giant in the field of cathode materials in China in just five years. Currently, it is the only invisible champion with the mass production of high-nickel cathode materials of more than 500 tons in China.(VII) Negative Pole Pourai: The company focuses on the core research and development of core materials and process equipment in the upstream of lithium batteries, and always aims at the middle and high-end market. Finally, Pourai quickly wins the market, enters the high-end customer market in a short time, and is recognized by major customers including ATL, Ningde Times, BYD, Samsung, LG Chemical and so on.Shanshan Co., LTD. : Shanshan Co., LTD is mainly engaged in the production and management of apparel, lithium ion battery materials and solar cell materials.Shanshan the earliest layout of lithium material plate, negative electrode, positive electrode, electrolyte comprehensive development.The company has six negative electrode production bases in the country, and has built a production capacity of 15400 tons/year. The shipment volume is second only to Betel, ranking second in the industry.(VIII) Structural parts Cordaly: Since its establishment, Cordaly has always been positioned in the high-end market, adopted the strategy of key customers in key areas, and achieved the sustainable and rapid development of the company through close cooperation with key customers.In terms of market share, five battery companies with top installed power in China, such as Ningde Times, BYD, Lishen Battery, Yi Wei Lithium Energy, and China Aviation Lithium Power, are all customers of Cordali. Meanwhile, Cordali's overseas customers also include Panasonic, LG Chemical, Samsung SDI and other international battery giants in Japan and South Korea, which basically include the top domestic and foreign power battery companies in installed power.(IX) Equipment Lead Intelligence: The company mainly provides equipment and solutions for the manufacturers of energy-saving, environmental protection and new energy products such as film capacitors, lithium batteries, photovoltaic cells/modules.Deep research in the field of lithium equipment for many years, with single machine and the whole line supply ability.R&d personnel account for more than 35%, the technical advantage is obvious.At present, it has deeply bound domestic and foreign first-line battery enterprises.(x) Other Delfang Nano: The Company is mainly engaged in the development of nanoscale lithium-ion battery material preparation technology, production and sales of related products, mainly including nano lithium iron phosphate, carbon nanotubes conducting liquid, etc.Jiayuantechnology: Jiayuantechnology is engaged in the research, production and marketing of various kinds of high-performance electrolytic copper foil. The main products are ultra-thin lithium copper foil and ultra-thin lithium copper foil.It is mainly used for the negative electrode collecting fluid of lithium ion batteries. It is an important basic material in the lithium ion battery industry, and it is finally used in the terminal application fields of new energy vehicles, 3C digital products, energy storage systems, communication equipment, automotive electronics and so on.At present, the company has established long-term cooperative relations with Ningde Times, Ningde New Energy, BYD and other well-known battery manufacturers, and has become the core supplier of lithium copper foil, occupying more than 35% market share of high-grade electronic copper foil for lithium ion batteries.Tena Technology: Tena Technology holds a number of industries domestic "first".Currently, the company is the largest manufacturer of carbon nanotubes in China and a global leader in the field of carbon nanotubes and related composites.In addition, in the field of lithium batteries, the company's customers include BYD, ATL(New Energy Technology), Fu Nengtech and other domestic first-class lithium battery manufacturers, which has changed the dependence of Chinese lithium battery enterprises on imports of conductive agents.
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