Battery energy storage concept stock is what analysis
Energy storage concept stock and carbon neutral concept stock is a very long-term project, and this as it progresses for the market for individual stocks there is good. The following is the battery energy storage concept stock is what I hope you like! Just for your reference!
Lithium battery concept four leading stocks:
1. Tibet Mining (000762) company mining Zabuye Salt Lake is one of the world's three major lithium salt lake, grade the world's second, the potential value of the resources up to 150 billion yuan; Tibet Mining strive to achieve an annual output of 25,000 tons of lithium carbonate series products within five years the vision of the The goal is to produce 25,000 tons of lithium carbonate products within five years.
2. CITIC Guoan (000839) Qinghai Guoan has 3,000 tons of lithium carbonate production capacity, planning for the construction of 35,000 tons; its controlling subsidiary alliance (90%) has 1,500 tons of lithium cobalt and 500 tons of lithium manganese production capacity; the company's development of the comprehensive project of the Qinghai salt resources, the total lithium chloride resources reserves of 7.638525 million tons of lithium chloride taste between 2.2 ~ 3.89 grams per liter; the company developed a comprehensive project of salt resources, lithium chloride taste in 2.2~3.89 g / liter. 3.89 g/l; CITIC Guoan is currently *** counting the investment and construction of 20,000 tons of lithium carbonate project.
3. Road Xiang shares (002192) the company acquired Ganzi Rongda lithium industry has "Asia's first lithium mine" sip Kika lithium mine 134 vein 5.114 million tons of lithium ore mining rights, but also controls the underground nearly 30 million tons of lithium pyroxene ore, lithium ore reserves ranked the first in the country, and ranked the first in Asia, the world's second.
4. Smic (002162) to cooperate with Yifeng County to develop lithium-containing china clay mine, the project investment scale of about 1.05 billion yuan.
Lithium battery concept stock leader:
Tianqi lithium (002466)
The company is the largest lithium battery new energy core material suppliers, the domestic lithium industry, leading technology, comprehensive competitiveness of the leading enterprises, the world's largest ore lithium producers. Battery-grade lithium carbonate is the company's main product, the domestic market share of about 54%;
Ganfeng Lithium (002460)
Domestic only large-scale use of lithium-containing recycled materials to produce lithium products. Long-term commitment to the research and development and production of deep-processed lithium products, comprehensive strength ranked first in the field of domestic deep-processed lithium products.
Chengfei integration (002190)
Advantage: cavity shares of the AVIC lithium project is completed, will form 680 million AH high-capacity lithium-ion power battery production capacity; three years later, the annual production capacity will be increased by about three times compared with the present, reaching 2 billion AH.
Authoritative information from the Chengfei integration July 6 disclosure of the non-public offering proposal. It is this proposal disclosed the Chengfei integration is about to enter the field of lithium-ion news, leading to the stock thus take off. Cheng Fei integration that day announced a huge investment plan, to issue 106 million shares to raise 1.02 billion yuan, all for capital increase holding China Aviation Industry Group's AVIC Lithium Limited, the construction of lithium-ion power battery project. After the issuance of the plan, suspended trading for a week into the integration of the flying after the resumption of trading that has been suspended. The country not long ago on the new energy automobile industry, especially for private purchase of cars has begun to pilot subsidies, Cheng Fei integration announced into the lithium-ion power at the right time.
After the completion of the capital increase, Chengfei integration will absolutely control the AVIC lithium, is expected to account for 60% of the equity. After the completion of the AVIC lithium project, will form 680 million AH high-capacity lithium-ion power battery production capacity. Project construction period of 38 months, the project is expected to be completed and put into operation, the average annual net profit of 374 million yuan, the project payback period of 7.8 years. Annual average of 374 million yuan, for the share capital of only 206 million shares of Cheng Fei integration, earnings per share will reach 1.1 yuan. Although the completion of the project is still pending, but the imagination has opened.
Careful investors found that, in fact, Chengfei integration is about to hold the company, the manufacture of lithium batteries have been enabled at the World Expo. "Expo enabled 25 electric floats, of which 24 loaded are AVIC lithium batteries produced." A media said.
Jiangsu Guotai (002091)
Advantage: is now the world's third largest lithium battery electrolyte manufacturers, but also in the off-site renovation and expansion projects, after the completion of the total production capacity will reach 5,000 tons / year, it is possible to become the world's largest lithium battery electrolyte manufacturers.
Risk: Jiangsu Guotai's lithium hexafluorophosphate is basically imported, is expected to start pilot testing by the end of October this year, but very few domestic technical experts.
Jiangsu Guotai is the only listed company under Jiangsu Guotai Group. The company's main business can be divided into two blocks of trade and new chemical materials. In the field of trade, the company is mainly engaged in the export of textile and clothing, domestic trade business accounts for a small proportion; in the chemical field, the company's main products for lithium battery electrolyte and silane coupling agent, of which the electrolyte accounted for the vast majority of the chemical business revenue and profit.
Donghai Securities new energy analysts pointed out that in the company's current business structure, the electrolyte-led chemical business revenue accounted for a relatively small proportion, but the profitability is much higher than the trade business. At the beginning of the establishment of the electrolyte project, its capacity is only 200 tons / year, after gradual expansion, the current capacity has reached 2000 tons / year. Due to the rapid growth of domestic demand for electrolyte, the company's electrolyte in recent years has been in short supply. 09, electrolyte sales of about 2,700 tons, capacity utilization rate of up to 135%.
Lithium battery concept stock list:
1. CITIC Guoan (000839) CITIC Guoan Menguli (MGL) is mainly engaged in the lithium-ion battery key materials and high energy density power lithium-ion battery research and development, production and sales, is the largest lithium battery cathode materials lithium cobalt and lithium manganese oxide manufacturers. It is currently the largest manufacturer of lithium cobalt oxide and lithium manganate, the anode materials for lithium batteries in China, and is also the only large-scale producer of lithium-ion batteries at home and abroad.
2. Sugo Corporation (600884), the company's holding subsidiary, Shanghai Sugo Technology, has a production capacity of 1,200 tons of anode materials for lithium batteries; the company's subsidiary, Dongguan Sugo Electrolyte, has been ranked second in the country in terms of sales and sales volume; 75% of the holding company's Hunan Sugo New Material Company Limited, which mainly produces anode materials for lithium-ion batteries and has a production scale of 5,000 tons of lithium-ion battery cathode materials, cobaltate materials and lithium manganate materials. Ltd. is mainly engaged in the production of anode materials for lithium-ion batteries, with an annual production capacity of 5,000 tons of lithium anode materials, an annual production capacity of 4,000 tons of lithium cobaltate and 500 tons of lithium manganate.
3. Jiangsu Guotai (002091) controlling subsidiary Guotai Huarong New Chemical Materials Co., Ltd. is mainly engaged in the production of lithium battery electrolyte, the domestic market share of more than 30%, accounting for 30% of the operating profit of the listed company.
4. China's Baoan (000009) 55% of the holdings of the Betelgeuse lithium battery carbon anode materials, the first domestic market share of 80%, the world's second, lithium iron phosphate anode materials, the first domestic, the world's third at present; holdings of 75% of Tianjiao, the main ternary cathode materials, 08 years of sales ranked first in the country, the market share of 30-40%.
5. Jinrui science and technology (600390) the company's subsidiary long distance lithium (the company accounted for 16%, major shareholders accounted for 84%) is specializing in the production of lithium cobalt cobalt oxide high-tech enterprises, new lithium-ion anode material nickel cobalt manganese nickel manganese cobalt oxide material than its capacity is higher than the lithium cobalt oxide by more than 30%.
6. Shanghai Putian (600680) will focus on the construction of lithium iron phosphate battery cathode materials, power battery management system industrialization base in Shanghai.
7. Hengdian Dongmag (002056) began research and development of lithium battery cathode materials - lithium iron phosphate in 2006.
8. JTEM (002176) JTEM lithium battery materials company has been put into trial production.
9. DuoFuDuo (002407) 11 years to achieve a series of electronic grade fluoride products industrialization, built 1,000 tons of lithium hexafluorophosphate / year production line, to become the largest domestic lithium hexafluorophosphate manufacturer.
10. Dangsheng Technology (300073) is a scientific and technological innovation enterprise engaged in the research and development of lithium battery cathode materials, mainly engaged in lithium cobalt oxide, multi-materials, lithium manganate and other lithium battery cathode materials, and the scale of production and sales has ranked the first in the country and the third in the world.
What are the conceptual stocks of energy storage?
Xinlong Electric (002298) zinc-bromine liquid current battery
Subsidiary and the United States ZBB Energy, the United States PowerSav company *** set up Anhui American energy storage company (the company indirectly held 41.28% stake), the production of zinc-bromine liquid current energy storage battery and its management system. The company said on the interactive easy, battery products currently have individual indicators did not reach the U.S. ZBB company confirmed the delivery standard, but the indicators do not affect the normal use of the product, will be in the commissioning is complete, sent to the State Grid test.
BYD (002594)
The company's lithium iron phosphate battery technology as the core of the energy storage power plant, compared with pumped storage, compressed air energy storage and other existing energy storage technology, has obvious cost and operating life advantages.
Sheng Yang shares (002580)
The earliest to enter the new energy storage battery market in China, one of the lead-acid battery manufacturers, of which the new energy storage battery production and sales ranked the top 3 in the industry.
KeliYuan (600478)
Purchased 100% of the shares of Hunan KeliYuan Advanced Energy Storage Materials National Engineering Research Center Co., Ltd. at a price of 10 million yuan, the company's scope of business is the research and development, production and operation of high-performance nickel batteries, lithium batteries, fuel cells, and other key materials, as well as energy storage technology and system integration products. The investment will form technical support for the company's future development, and is conducive to broadening the market in the field of advanced energy storage materials.
Nandu Power (300068)
Main battery energy storage: the company's main business for the chemical power supply, new energy and energy storage products, research, development, manufacturing and sales, the leading products for the "Nandu" brand of valve regulated sealed storage batteries (belonging to the category of lead-acid batteries), the main production and operation of the 100 AH The main products are "NANDU" brand valve regulated sealed storage batteries (belong to lead-acid battery category), mainly producing and operating 100AH or more large-capacity batteries, the lowest capacity of the product is 12V24AH, the products are mainly used in the communications industry, but also widely used in electric power, railroads, military equipment, such as backup power supply system, solar energy, wind energy and other energy storage systems and automotive power systems and other fields.
Sunshine Power (300274)
Experience in the scope of "new energy power generation equipment, distributed power supply, and its ancillary products, development, production, sales, service, system integration and technology transfer; new energy power generation project design, development, investment, construction and operation; power electronic equipment, electrical transmission and control equipment, uninterruptible power supply, energy storage power supply, electrical energy, power supply, power supply, power supply, power supply, power supply, power supply, power supply, power supply, power supply, power supply, power supply, power supply, power supply and power supply. power supply, energy storage power supply, power quality control device development, production and sales."
Kehua Hengsheng (002335)
The project of "uninterruptible power supply (UPS) with energy storage super capacitor" undertaken by the company has been listed in the "13th National Torch Plan Project".
Fengfan (600482)
Invested 180 million yuan to build industrial battery project (which can be used as the solar photovoltaic power generation system of energy storage power supply, and solar battery project complementary), put into operation after the formation of the annual production capacity of 1 million KVAH industrial battery.
Energy Storage Concept Stocks List:
Nandu Power (300068) lead-acid batteries
Lead-acid batteries, energy storage leader, the company is the first new energy demonstration city megawatt energy storage project bidding the only bidder, the use of energy storage batteries are all the company's new products lead-carbon batteries.
Miles (600847) lead-acid batteries
Main battery industry: the company's predecessor for Chongqing Storage Battery Factory, with domestic advanced battery R & D center and battery testing station.
Square Share (601126) grid energy storage technology
Company 12 years in energy storage and microgrid continue to maintain rapid growth, won the world's highest altitude Tibet Ali region 10MW photovoltaic energy storage microgrid project, Xinjiang Turpan National New Energy Demonstration Base microgrid energy storage project, Zhuhai Wanshan Islands microgrid project and a number of other landmark projects to further consolidate the company's position in energy storage and microgrid project. This has further consolidated the company's leading position in energy storage and microgrid technology and market. The company has started the research and development of 35KV large-capacity STATCOM device, and is expected to complete the product development and put it on the market quickly in FY13. Meanwhile, the company is actively participating in the national 863 project led by the Southern Power Grid Corporation, which is related to the design of large-capacity energy storage system and its monitoring, management and protection technology.
Camel (601311) lead-acid batteries
The company focuses on lead-acid batteries for more than 10 years, and has gradually grown into one of the leaders in the automotive battery industry.
Sheng Yang (002580) lead-acid batteries
August 31, 13 announcement, the company successfully won the bidding for the 7.203MWP off-grid photovoltaic power plant project in Qumalai of the CGNPC (the first section of the 10MWH, the second section of the 10.7MWH), and the winning amount of the bid is about 30 million yuan. This project is the largest off-grid photovoltaic energy storage power station project with micro-grid architecture in China so far, using the company's containerized integrated lead-acid battery equipment, and the winning of this project reflects the company's leading position in the new energy energy storage market as well as the company's product and technological advantages in new energy energy storage overall solutions. This win will have a positive impact on the company's business expansion and operating results in the field of new energy storage.
Wolong Electric (600580) lead-acid batteries
The production capacity of batteries in the new production area is twice as much as that of the original, reaching 2 million kVah. Meanwhile, the company is taking advantage of the favorable timing of the national environmental protection rectification, and is actively exploring the market for starter batteries, power storage batteries and lithium batteries based on the consolidation of the market of back-up batteries for communications.
Mengshi Technology (002684) lead-acid batteries
The company exports high-end motorcycle starter lead batteries, production technology in the world's advanced, leading domestic position.
Siyuan Electric (002028) Energy Storage Engineering
Shanghai Siyuan Energy Storage Technology and Engineering Co., Ltd. was set up with a sole proprietorship of 30 million yuan, with the business scope of designing energy storage projects, manufacturing of energy storage equipments, and general contracting of energy storage projects. Through the establishment of the energy storage company, the company utilizes Siyuan Electric's good customer relationship in the power grid system and power generation system to undertake new energy or smart grid energy storage projects in China.
Smartlight Electric (002169) Energy Storage Project
The company signed the Contract for the Procurement of Energy Conversion System for the Demonstration Project of 863 Subjects of Southern Power Grid's MW-Class Battery Energy Storage Station with China Southern Power Grid's Peak-Frequency Conversion and Power Generation Company. The company procured energy conversion system equipment and services from the company for the implementation of the battery energy storage station 863 subject demonstration project.
Square Share (601126) Energy Storage Project
The company is actively participating in the national 863 project led by the Southern Power Grid Corporation, "large-capacity energy storage system design and its monitoring, management and protection technology" and other related work.