1. CITIC Guoan (000839) CITIC Guoan Menguli (referred to as MGL) is mainly engaged in the research and development of key materials for lithium-ion secondary batteries and high-energy-density power lithium-ion secondary batteries, production and sales, and at present is the largest lithium-ion battery cathode materials lithium cobaltate and lithium manganese oxide It is currently the largest manufacturer of lithium cobaltate and lithium manganate, the anode materials for lithium batteries in China, and is also the only manufacturer of large-scale production of power 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 China 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 with an annual output of 5,000 tons of lithium anode materials, and cobaltate anode 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 Bao'an (000009) 55% of the holding company Betray 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; 75% of the holding company Tianjiao, the main ternary cathode materials, sales in 2008 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) started to research and develop lithium iron phosphate, the cathode material of lithium battery, in 2006.
8. JTEM (002176) JTEM lithium battery materials company has been put into trial production.
9. DuoFuDuo (002407) in 2011 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 anode materials, mainly engaged in lithium cobalt oxide, multi-materials, lithium manganate and other lithium anode materials, the scale of production and sales has ranked the first in China and the third in the world.
11. Tianqi lithium (002466) company for the domestic lithium products leader, is expected to build covering lithium ore resources, lithium salt and lithium metal processing three major business system; the company's potential risk is that there is no lithium resources, raw material ore are imported from abroad.
12. JiuJiu (002411) company Rudong YangKou chemical park investment in the construction of "annual output of 400 tons of lithium hexafluorophosphate project", at present JiuJiu's lithium hexafluorophosphate project can be directly into the industrialized production link, the quality of the problem should not have to worry about, and hope to reach the Japanese standard.
Note. The import price of lithium hexafluorophosphate is 500 yuan/kg, and its cost is about 100~200 yuan/kg.
13. Xiangtan Electrochemical (002125) company's production of lithium manganate is one of the lithium battery anode materials.
Note. The performance of lithium manganate is worse than lithium iron phosphate, and it is not the development direction of lithium battery materials.
Lithium-ion battery diaphragm materials listed companies:
1. Foshan Plastics (000973) is subordinate to the company's star source technology is China's production of power lithium battery diaphragm one of the two enterprises; another enterprise Jinhui high technology is BYD and Foshan Plastics shares *** with the same investment of 2.81 million U.S. dollars to set up, Foshan Plastics shares accounted for 55% of the equity.
2. Zhongda shares (600074) is currently independent research and development and production of new solar photovoltaic materials, battery isolation film, the company's polyolefin film if applied to lithium-ion isolation film, thin-film solar batteries, will be worth a hundred times more than, and is expected to be separated from Foshan Plastics shares.
3. Nanyang Science and Technology (002389) the company participated in the launch of Zhejiang Taiyang lithium battery materials limited company (85% shareholding), the scope of business for lithium-ion battery separator and lithium-ion batteries and other materials, the proposed construction of an annual production capacity of 15 million square meters of lithium-ion battery separator project, is expected to an average annual sales revenue of 120 million yuan, an average annual net profit of 25 million yuan, the project construction cycle 1.5 years.
Lithium-ion battery listed companies:
1. Desai battery (000049) the company is one of the most professional battery manufacturers in China, mainly engaged in primary and secondary high-end battery products and power management system products, a wide range of product series; the main assets are respectively 75% of the battery company, blue microelectronics and Huizhou Jurong energy three subsidiaries, as well as indirectly controlled by Huizhou lithium electricity and The main assets are three subsidiaries respectively holding 75% of the battery company, Blue Microelectronics and Huizhou Poly Energy, as well as the indirectly held Huizhou Lithium Electric and the shareholding company Huizhou Yinergy; its subsidiary holding 75% of the Huizhou Poly Energy mainly carries out the preliminary research and development of power battery.
2. TCL Group (000100) company's TCL Jinneng battery products mainly include polymer lithium-ion batteries and batteries, polymer lithium-ion batteries are a new generation of lithium-ion batteries, not only with liquid lithium-ion battery cells, high voltage, long cycle life, discharge voltage and smooth and clean pollution-free features, and eliminates the existence of liquid lithium-ion battery safety hazards. safety hazards of liquid lithium-ion batteries.
3.ST deflection (000697) company holding 77.67% of the subsidiary "xianyang wilike energy limited company", the annual output of all kinds of lithium-ion battery 20 million. Products include a series of lithium-ion batteries for small digital products; lithium manganate series of power batteries; lithium iron phosphate (LiFePO4) series of low-power batteries; lithium iron phosphate (LiFePO4) series of high-power batteries used in the field of electric vehicles.
4. Yiwei lithium (300014) 39% of the company's shareholding in the development of the Yi energy electronics company's power system management of electric vehicles, leading technology, and Changan Automobile have cooperation.
5. Cheng Fei integration (002190) company announced that it intends to issue 106 million shares to raise 1.02 billion yuan, the issue price of not less than 9.70 yuan / share, all for the holding of China Aviation Industry Group (hereinafter referred to as China Aviation Industry) a lithium company, the construction of lithium-ion power battery project.
6. New Zeus (300037), the company's main products are capacitor chemicals and lithium battery chemicals two series.
7. Nandu Power (300068), the company has nine series of more than 1,000 varieties of lithium battery products, is one of the industry's most complete product range of enterprises.
8. Huafang Textile (600273) the company invested 58 million yuan, focusing on investment in research and development, production of lithium batteries, electrolyte and other new energy products, Jiangsu Litian New Energy Science and Technology Company Limited, to become the controlling shareholder of the company
9. Zhenhua Science and Technology (000733) the company intends to invest 19.8 million yuan and Dr. Li Shujun *** with the investment in the establishment of a joint venture Company, involved in the field of lithium-ion power battery, the total project size of 20 million yuan.
10. Wike Essence (600152) Wike new energy company's current R & D products are limited to cell phone lithium batteries.
11. Ganfeng Lithium (002460) is the most complete varieties of lithium products in China, the longest industrial chain of lithium suppliers, business covers more than 20 kinds of lithium series products such as lithium metal, lithium carbonate, lithium chloride, butyl lithium and lithium fluoride.
12. Kane shares (002012) acquisition of Zhejiang Kane Battery Co., Ltd. to enter the field of batteries, through the manufacture of battery capacity, discharge times and cycle life of the three major indicators of comparison can be found, the level of its product manufacturing in the industry is in a leading position, and some of the indicators are even higher than the internationally renowned brands.
13. Deep Sanda A (000032) company holding 35% of the Sanda Guolian Power Supply Co., Ltd. is a production of lithium electronic power battery specialized companies.