What are the leading lithium resource stocks?

What does lithium ore mean? According to the encyclopedia, lithium is the lightest metal in nature. It is an active metal and is very soft. It can spontaneously ignite in oxygen and air. Below, the editor will bring you what are the leading lithium resource stocks. Let’s take a look together. I hope it can bring reference.

Lithium battery concept stocks: 600478 Corun, 600409 Sanyou Chemical, 600196 Fosun Pharmaceutical, 600255 Xinke Materials, 600773 Tibet Urban Investment, 002411 Jiujiujiu, 600522 Zhongtian Technology, 000009 China Baoan, 600273 Jiahua Energy, 000571 Xindazhou A, 002733 Xiongtao Co., Ltd., 002074 Dongyuan Electric, 002206 Hailide.

The three strongest leading stocks in the lithium battery industry

1. Jiayuan Technology: leader in high-performance lithium battery copper foil

2. Rongjie Shares: lithium Resource leader

3. Rongbai Technology: positive high nickel ternary leader

4. Huazheng New Materials: copper-clad laminate leader

5. Changan Automobile: Domestic automobile brand leader

6. Shi Dashenghua: leader in electrolyte solvents

7. Penghui Energy: leader in power battery recycling

8. Jinlaite: domestic Spare fan, backup lighting equipment leader

9. Hesheng Co., Ltd.: the leader in lithium battery anodes

10. Nebula Co., Ltd.: the leader in lithium battery detection probability subdivision

Lithium A battery is a type of rechargeable battery currently used in electronic equipment, electric vehicles, and aviation. With the continuous development of science and technology, lithium batteries have slowly become the mainstream of today's society. The earliest lithium batteries were mainly used in pacemakers. Due to the excellent performance of lithium batteries, they are widely used in mobile phones, computers and other products. Moreover, lithium-ion batteries are also gradually entering other fields. There are two main types of lithium batteries.

One is lithium metal battery, the main material of which is manganese dioxide. This material determines that it is mainly used in computers and watches;

Second It is a lithium-ion battery. The notebooks, mobile phones, etc. used by people have gradually reduced in weight and volume due to the practical use of lithium-ion batteries.

In recent years, with the steady growth of 3C products’ demand for lithium batteries, as well as the gradual expansion of the new energy market and the expansion of demand for energy storage batteries, the scale of my country’s lithium battery production has become very large and is increasing year by year. Due to the advantages of lithium batteries, they have huge advantages over traditional batteries, which has led to an increasing demand for lithium batteries. At the same time, the continuous development of new energy vehicles has driven the rapid development of the lithium battery industry, resulting in a shortage of lithium batteries. This product has great potential in the market. With the continuous development of science and technology, the integration of some current technologies has made lithium batteries more complete, more powerful, less polluting, and more widely used. From this, it can be seen that the development prospects of the lithium battery industry are broader.

The new energy vehicle industry chain is mainly divided into three links: upstream, middle and downstream. The upstream industry is mainly the raw material supply chain represented by lithium, cobalt, nickel, graphite, rare earth, etc.; the midstream industry is the production chain mainly based on lithium batteries, motors, electronic controls and other parts, among which the most important lithium battery industry chain It can be divided into subdivisions such as electrolyte, positive and negative electrode materials, separators, structural parts, and battery assembly; the downstream industry is mainly the production and operation of complete vehicles and charging piles.

Who is the leading lithium battery stock with the most potential?

1. Tianqi Lithium (002466.SZ): The company is the world’s largest ore lithium extraction company and the leader in my country’s lithium industry. The absolute leader is the most important domestic supplier of battery-grade lithium carbonate products and holds strategic positions in global lithium resources and lithium salt processing.

2. The production of Malkang Jinxin Mining, a subsidiary of Zhonghe Co., Ltd. (002070.SZ), will accelerate. In 2015, the ore processing capacity will reach 450,000 tons, and the lithium concentrate output will be 77,000 tons, becoming the second largest company in the world. It is a large lithium ore supplier and has a complete lithium industry chain of "lithium ore-basic lithium salt-battery materials".

3. Tibet Urban Investment Company (600773.SH) currently controls 41% of the equity in the Longmu Co Salt Lake Mining Area and Jieze Chaka Salt Lake in Tibet. The two salt lakes have the largest lithium carbonate reserves in the country and the third largest in the world. , the breakthrough of lithium carbonate production capacity bottleneck will increase the valuation space.

4. Tibet Mining (000762.SZ) Company’s Zabuye Salt Lake lithium carbonate reserves exceed 1.8 million tons, which is the highest quality salt lake lithium resource in China. Cooperation with Tianqi Lithium will break through the technical barriers to upgrading lithium carbonate production capacity. BYD, a shareholder, can also assist in battery-grade lithium carbonate testing and accelerate production.

1. Due to the very active chemical properties of lithium metal, the processing, storage and use of lithium metal have very high environmental requirements, so lithium battery production must be carried out under special environmental conditions. However, due to the many advantages of lithium batteries, lithium batteries are widely used in electronic instruments, digital and home appliances. However, most lithium batteries are secondary batteries, and there are also disposable batteries. A small number of secondary batteries have poor lifespan and safety.

2. Later, Japan's Sony Corporation invented a lithium battery with carbon material as the negative electrode and lithium-containing compounds as the positive electrode. During the charge and discharge process, no metallic lithium exists, only lithium ions. This is Lithium-ion battery. When the battery is charged, lithium ions are generated on the positive electrode of the battery, and the generated lithium ions move to the negative electrode through the electrolyte. The carbon used as the negative electrode has a layered structure with many micropores. The lithium ions that reach the negative electrode are embedded in the micropores of the carbon layer. The more lithium ions are embedded, the higher the charging capacity. Similarly, when the battery is discharged (that is, the process when we use the battery), the lithium ions embedded in the carbon layer of the negative electrode are released and move back to the positive electrode. The more lithium ions returned to the positive electrode, the higher the discharge capacity. What we usually call battery capacity refers to the discharge capacity. During the charging and discharging process of Li-ion, lithium ions are in a state of movement from positive electrode → negative electrode → positive electrode. Li-ion Batteries are like a rocking chair. The two ends of the rocking chair are the poles of the battery, and the lithium ions are like athletes running back and forth in the rocking chair. So Li-ion Batteries are also called rocking chair batteries.

3. With the widespread use of digital products such as mobile phones, laptops and other products, lithium-ion batteries have been widely used in such products due to their excellent performance, and have gradually developed into other product application fields in recent years. . In 1998, Tianjin Power Source Research Institute began commercial production of lithium-ion batteries. Traditionally, people refer to lithium-ion batteries as lithium batteries, but the two batteries are different. Lithium-ion batteries have now become mainstream.

Ranking of leading lithium mining stocks?

1. Ganfeng Lithium 002460: leading lithium mining stock.

In 2020, the operating income was 5.524 billion yuan, a year-on-year increase of 3.41%; the net profit attributable to shareholders of listed companies was 1.025 billion yuan, a year-on-year increase of 186.16%; the net profit attributable to shareholders of listed companies, excluding non-recurring gains and losses, was Net profit was 402 million yuan, a year-on-year increase of -42.08%.

2. Tianqi Lithium 002466: leading lithium mining stock.

In 2020, the operating income was 3.239 billion yuan, a year-on-year increase of -33.08%; the net profit attributable to shareholders of listed companies was -1.834 billion yuan.

In July 2012, the company changed the current investment of 236.3 million yuan from the "technical transformation and expansion project with an annual output of 5,000 tons of battery-grade lithium carbonate and 1,500 tons of anhydrous lithium chloride" to "new "Technical transformation and expansion project with an annual output of 5,000 tons of battery-grade lithium carbonate". After the project is fully reached, it is expected to achieve annual sales revenue of 196.5812 million yuan and an average annual net profit of 39.2012 million yuan. As of the end of 2013, the project progress was 91.63%.

3. Other lithium mining concept stocks include: Xiangtan Electrochemical, Yahua Group, Tianci Materials, Shanshan Shares, Tianhua Super Clean, Shengxin Lithium Energy, Sinomine Resources, etc.

List of the top ten leading lithium mining stocks

1. CATL.

The company's return on net assets is 3.01%, gross profit margin is 27.28%, net profit margin is 12.23%, revenue in the first quarter is 19.17 billion, a year-on-year increase of 112.24%, deducting non-net profit of 1.672 billion, a year-on-year increase of 290.5%, currently The total market value is 1.31 trillion, and the dynamic PE is 167 times.

Analysis: The world's leading power battery company has ranked among the top three in the world for three consecutive years and is the power battery manufacturer with the most supporting models.

2. Ganfeng Lithium Industry.

The company’s return on net assets is 4.04%, gross profit margin is 18.83%, net profit margin is 13.25%, revenue in the first quarter is 770 million, a year-on-year increase of 144.45%, deducting non-net profit of 293.7 million, a year-on-year increase of 308.74%, currently The total market value is 208.9 billion, and the dynamic PE is 109 times.

Analysis: The company is one of the professional manufacturers with the most complete range of lithium products, the longest product processing chain, and the most comprehensive process technology in China. It is also a domestic enterprise that uses lithium-containing recycled materials to produce lithium products on a large scale. one.

3. God-given materials.

The company's return on net assets is 8.13%, gross profit margin is 34.33%, net profit margin is 18.7%, revenue in the first quarter is 1.562 billion, a year-on-year increase of 197.47%, deducting non-net profit of 283.6 million, a year-on-year increase of 592.88%, currently The total market value is 100.3 billion, and the dynamic PE is 87 times.

Analysis: The main customers of electrolyte and lithium iron phosphate are Guoxuan Hi-Tech, Waterma, Wanxiang, Coslight, etc., and they have mastered the technology of extracting potassium from lithium ore and brine.

4. Tianqi Lithium Industry.

The company’s return on net assets was -4.89%, gross profit margin was 45.55%, net profit margin was -20.12%, revenue in the first quarter was 904.8 million, a year-on-year increase of -6.63%, and non-net profit after deducting -158.9 million, a year-on-year increase 75.43%, the current total market value is 105.3 billion, and the dynamic PE ratio is 106 times.

Analysis: It holds 51% of the world's largest solid spodumene mine, Australia's Talison, and currently has the world's largest ore lithium extraction capacity with more than 30,000 tons of lithium product intensive processing scale.

5. Putai is here.

The company's return on net assets is 3.69%, gross profit margin is 37.77%, net profit margin is 19.27%, revenue in the first quarter is 1.739 billion, a year-on-year increase of 112.43%, deducting non-net profit of 312.7 million, a year-on-year increase of 277.66%, currently The total market value is 118.2 billion, and the dynamic PE is 88 times.

Analysis: Mainly engaged in lithium battery-related businesses such as lithium-ion battery anode materials, automated coating machines, coated separators, aluminum-plastic packaging films; the market share of anode materials is third in the country and the market share of lithium battery equipment is second. .

6. Polyfluoride.

The company’s return on net assets is 3.11%, gross profit margin is 21.63%, net profit margin is 8.26%, revenue in the first quarter is 1.247 billion, a year-on-year increase of 50.03%, deducting non-net profit of 82.17 million, a year-on-year increase of 417.89%. Currently The total market value is 31 billion, and the dynamic PE is 83 times.

Analysis: The company has entered the field of lithium-ion batteries and developed soft-pack color chip NCM ternary lithium-ion batteries with high capacity, high power, outstanding safety, and superior high and low temperature performance.

7. Yahua Group.

The company's return on net assets is 1.49%, gross profit margin is 27.16%, net profit margin is 9.64%, revenue in the first quarter is 857.4 million, a year-on-year increase of 87.31%, deducting non-net profit of 72.42 million, a year-on-year increase of 3920.84%. Currently The total market value is 30.8 billion, and the dynamic PE is 98 times.

Analysis: One of the leading domestic lithium hydroxide companies, Lijiagou Spodumene Mine, which owns 12,000 tons of lithium hydroxide and 6,000 tons of lithium carbonate and other lithium salt production capacity, is one of the largest lithium mines in Asia. .

8. Rongjie Shares.

The company's return on net assets is 0.32%, gross profit margin is 19.62%, net profit margin is 2.35%, revenue in the first quarter is 108.7 million, a year-on-year increase of 263.23%, deducting non-net profit of 1.317 million, a year-on-year increase of 131.7%, currently The total market value is 25.4 billion, and the dynamic PE is 3526 times.

Analysis: The business includes lithium mining and selection, lithium salt and deep processing, and lithium battery equipment; the lithium mine is the Kangding Methika spodumene mine, with reserves of 28.995 million tons.

9. Tibet Mining.

The company's return on net assets is 0.99%, gross profit margin is 28.2%, net profit margin is 18.2%, revenue in the first quarter is 136.1 million, a year-on-year increase of 139.77%, deducting non-net profit of 20.33 million, a year-on-year increase of 196.49%, currently The total market value is 17.3 billion, and the dynamic PE is 215 times.

Analysis: Lithium Resources, a joint venture with BYD, owns 50.72% of the 20-year mining rights of Zabuye Salt Lake, which is the largest lithium storage star in the country and the second largest in the world; currently, mining is difficult and there is no actual production capacity.

10. Enjie Shares.

The company’s return on net assets is 3.8%, gross profit margin is 48.51%, net profit margin is 31.62%, revenue in the first quarter is 1.443 billion, a year-on-year increase of 161.05%, deducting non-net profit of 405 million, a year-on-year increase of 284.44%, currently The total market value is 225.3 billion, and the dynamic PE is 130 times.

Analysis: Shanghai Enjie has successfully entered the supply chain of mid-to-high-end battery manufacturers by relying on its technology accumulation and expansion of industrial scale. Its market share is constantly expanding. The current order demand is growing rapidly and it has good development prospects.