Annual report net profit forecast over 300% lithium stocks
Nordic (600110) market value of 20.25 billion
The company is mainly engaged in the lithium-ion batteries with high-grade copper foil production and sales and lithium battery materials development business, belonging to the new material industry, profit The company is mainly engaged in the production and sales of high-grade copper foil for lithium-ion batteries and the development of lithium battery materials, belonging to the new materials industry, and the profit mainly comes from the production, processing, sales and trade of lithium-ion copper foil and lithium battery materials.
Shengxin Lithium (002240) market capitalization of 45.65 billion
The company's lithium salt business is implemented by the subsidiary Zhiyuan Lithium, with a design capacity of 40,000 tons of battery-grade lithium carbonate, monohydrate lithium hydroxide and lithium chloride per annum, with advanced and mature technology, and the products are mainly used in lithium-ion battery anode materials, energy storage, petrochemicals, pharmaceuticals and other fields. The products are mainly used in lithium ion battery cathode materials, energy storage, petrochemical, pharmaceutical and other fields.
Jiangte Electrical (002176) market value of 36.0 billion
The company has five mining rights in the Yichun area, six prospecting rights, the mine area of more than 30 square kilometers, the value of resources is huge. The company's lithium materials industry mainly includes lithium carbonate and lithium anode materials.
Tibet Everest (600338) market value of 29.08 billion
The company's holding of Everest China Hong Kong (equity ratio of 54%) wholly-owned control of the South American Argentina SDLA lithium salt lake project (salt lake area of 87 square kilometers) reserves of more than 2 million tons of LCE (lithium carbonate equivalent), which is proved and controlled by the Through the acquisition of Hebei Redstar Automobile, the company has opened up the whole industrial chain of new energy vehicles, and possesses the complete industrial chain of "fluorite - high-purity hydrofluoric acid - lithium fluoride - lithium hexafluorophosphate - lithium battery - new energy vehicles". The company has a complete industrial chain of "fluorite - high purity hydrofluoric acid - lithium fluoride - lithium hexafluorophosphate - lithium battery - new energy vehicle", and has a significant advantage in the development of new energy vehicle industrial chain.
Sugo Corporation (600884) has a market capitalization of 56.10 billion
The company is mainly engaged in the research and development, production and sales of cathode materials, anode materials and electrolyte for lithium-ion batteries. The main products of anode materials are lithium cobaltate, ternary materials (lithium nickel cobalt manganese oxide and lithium nickel cobalt aluminate), lithium manganese oxide, and ternary precursors.
Shengtun Mining (600711) has a market capitalization of 28.19 billion
The company's cobalt materials business has produced good benefits, and the business system will be further improved. On the basis of the booming base metal business, the company has successfully expanded to the metal field of new energy batteries and gained a new driving force for development, which provides a guarantee for the continuous and steady improvement of the company's performance.
National Technology (300077) market capitalization of 12.60 billion
The business of new energy anode material field is undertaken by the subsidiary Sno Industry, which is mainly engaged in the research and development, production and sales of lithium-ion battery anode materials, as well as graphitization processing services.
Hubei Yihua (000422) has a market capitalization of $17.98 billion
The company intends to cooperate with Ningbo Bangpu, a subsidiary of Ningde Times, in the field of chemical raw materials for new energy battery materials; the two sides will set up a project company, with Hubei Yihua accounting for 35% of the equity.
Yuntianhua (600096) has a market capitalization of 39.89 billion
The company and DuoFuDuo*** jointly funded the establishment of a joint venture company Yunnan Fluorine Phosphorus Electronic Science and Technology Company Limited, to build the production of 5,000 tons of lithium hexafluorophosphate per year project.
Juhua (600160) has a market capitalization of 38.66 billion
The company's shareholding in Sugo New Materials (Quzhou) Co.
Dow Technology (300409) market capitalization of 12.56 billion
In the lithium battery materials segment, the company's current main products include ternary precursor, cobalt salts, and graphene conductive agent, carbon nanotube conductive agent. Subsidiary JANA Energy is mainly engaged in cobalt, copper and nickel-cobalt-manganese ternary composite lithium-ion anode materials precursor and other products, research and development, production and sales
Xiangtan Electrochemical (002125) market value of 7.516 billion
The company's battery materials business includes P-type EMD, alkaline manganese EMD, high-performance EMD, lithium manganese type The company's battery materials business includes P-type EMD, alkali-manganese EMD, high-performance EMD, lithium-manganese EMD used in the production of primary batteries, lithium manganese anode materials used in the production of secondary batteries, the company adopts the "R & D - production - sales" business model.
Sinochem International (600500) has a market capitalization of 22.43 billion
Huai'an Junsheng lithium battery project is in the stage of mass production according to the plan. Ningxia Sinochem Lithium Battery Materials Company's main products are 5-series and 8-series NCM ternary cathode materials, which have been supplied to domestic mainstream power, small power and 3C digital customers in bulk, and have achieved full production capacity.
Sichuan Changhong (600839) market capitalization of 14.77 billion
Sichuan Changhong New Energy Science and Technology Company Limited is a subsidiary of the Sichuan Changhong Holding Group, which is a national high-tech enterprise integrating the research and development, manufacturing, and sales of primary alkaline manganese batteries, secondary lithium-ion batteries and other products.
Hainan Mining (601969) market value of 22.04 billion
August 23, 2021 announced that the company intends to invest a total investment of up to 1.065 billion yuan to invest in the construction of 20,000 tons of battery-grade lithium hydroxide project of the Hainan Star of the Sea New Materials Limited (Phase I) project.
COSCO Lithium (688799) has a market capitalization of 38.97 billion
The company is a high-tech enterprise mainly engaged in the research and development, production and sales of high-efficiency battery cathode materials, and is committed to providing new energy batteries with cathode materials that are highly safe, high energy density and high cycle times. The main products include ternary anode materials and precursors, lithium cobalt oxide anode materials, spherical nickel, etc. The company's revenue mainly comes from the sales of the above products.
Zangger Mining (000408) market value of 58.84 billion
The company's lithium carbonate production to Zangger potash intergranular brine brine salt field beach sunshine in the process of production of potassium chloride as raw materials, through the fine filtration-continuous adsorption of impurity removal (adsorbent)-sodium filtration removal of impurities-reverse osmosis concentration-ion exchange removal of impurities-MVP concentration process to achieve a high magnesium-lithium ratio of brine as raw materials. The process realizes the separation of magnesium and lithium in the brine with high magnesium-lithium ratio, in order to obtain a high-purity lithium chloride solution with lithium content of "=30g/L.
Northern Rare Earths (600111) market capitalization of 172.6 billion
The company is China's and the world's largest supplier of light rare earth products, is China's rare earth industry, one of the six rare earth group. The company mainly produces and operates rare earth raw material products, rare earth functional material products and part of the rare earth terminal application products, is the main production of downstream rare earth functional materials and new material products production and processing enterprises.
Chao Hua Technology (002288) market capitalization of 6.941 billion
The company's high-precision lithium copper foil can be used for new energy vehicles power lithium battery anode material, the company has the highest precision 6um lithium copper foil production capacity.
Tianyuan (002386) market capitalization of 9.097 billion
The company, as a local pillar enterprise in Yibin, has the caustic soda required for the production of precursors, ternary anode material precursors, ternary anode materials, as well as the construction of the integration project of lithium iron phosphate, the company is going to become the largest lithium-ion enterprise in Yibin City after Sichuan Times. The company is going to be the largest lithium enterprise in Yibin City after Sichuan Times.
Ganfeng Lithium (002460) market capitalization of 209.7 billion
The company is the world's leading lithium ecological enterprises, with five categories of more than 40 types of lithium compounds and lithium metal products production capacity, lithium series of products is one of the most complete supply of the most complete manufacturers, a perfect product supply portfolio to meet the unique and diversified needs of customers. We are one of the most complete manufacturers of lithium products. The company started as a midstream lithium compound and lithium metal manufacturer, and has successfully expanded into the upstream and downstream of the industrial value chain.
Hongxing Development (600367) has a market capitalization of 6.228 billion
The company's manganese products include electrolytic manganese dioxide and high-purity manganese sulfate, which can be used as cathode materials for primary batteries and lithium-ion batteries respectively. The monthly production capacity of the company's subsidiary battery-grade lithium carbonate is about 500 tons, and the actual output is 200-300 tons.
Penghui Energy (300438) market capitalization of 18.11 billion
The company's lithium-ion battery business is divided into the main products in accordance with the anode material: lithium cobalt cobalt series products, lithium iron phosphate series products and ternary materials series products. The company has increased investment in the field of lithium-ion batteries for new energy vehicles, Zhuhai, Guangdong Province and Henan Zhumadian two production bases focus on the layout of the production of electric vehicle power batteries as the main plant.
Copper Crown Copper Foil (301217) has a market capitalization of 17.04 billion
The company is one of the leading companies in the domestic electronic copper foil industry, and is mainly engaged in the research and development of various types of high-precision electronic copper foil, manufacturing and sales, and so on, and its main products include PCB copper foil and lithium battery copper foil according to the classification of application areas.
Shida Shenghua (603026) market capitalization of 36.42 billion
Electrolyte as an important part of the lithium-ion battery industry chain, generally consists of solvents, lithium salts, additives, the company has five electrolyte solvents and lithium salts of lithium hexafluorophosphate products, the formation of solvents and lithium salts of the supporting, able to provide one-stop service for electrolyte customers. The company also has five types of electrolyte solvents and lithium salt lithium hexafluorophosphate products, forming a solvent and lithium salt package that can provide one-stop service for electrolyte customers.
Rongbai Technology (688005) has a market capitalization of 60.87 billion
The company's main products include NCM523, NCM622, NCM811, NCA and other series of ternary cathode materials and their precursors. The ternary cathode materials are mainly used in the manufacture of lithium batteries, and are mainly applied to new energy automobile power battery, energy storage equipment and electronic products.
Tinci Materials (002709) has a market capitalization of 90.22 billion
The company's lithium iron phosphate production capacity is 5,000 tons, and its electrolyte production capacity is more than 50,000 tons; the projects currently under construction include Jiujiang's "150,000-ton lithium materials project", Fuding's "100,000-ton electrolyte project", and Liyang's "200,000-ton electrolyte project (Phase 1)" in Jiangsu. The current planned projects include Jiujiang "150,000 tons of lithium materials project", Fuding "100,000 tons of electrolyte project", Jiangsu Liyang "annual output of 200,000 tons of electrolyte project (Phase I)", etc.
Hualu Hengsheng (600426) has a market capitalization of 74.72 billion
The company has successfully researched and developed electronic-grade methyl ethyl carbonate and diethyl carbonate, and has production capacity of three types of electrolyte solvents, which has improved the integration of the market operation capability and "package" service capability.
Kodak Manufacturing (600499) market capitalization of 39.85 billion
The company indirectly controls 48.58% of the shares of the blue lithium industry through its subsidiaries; the blue lithium owner of lithium carbonate products, from the brine of the Tsar Lake in Qinghai Province, the extraction of lithium carbonate and sale of lithium with a unique lithium and magnesium separation technology, lithium brine in China's field of extraction. The leader in the field of lithium extraction from brine in China.
Chuan Jinnuo (300505) market value of 4.584 billion
The company is currently in Kunming Dongchuan base 5000 tons of iron phosphate project production is normal, through the production of lithium iron phosphate through the cooperation of the downstream customers have been used in the use of new energy battery enterprises to verify the performance is good.