The demand for batteries will continue to increase, and batteries are actually a main line of long-term development. The following small series brings the three leading lithium stocks in China in 2023, which is of great benefit to you. Let's have a look.
China's three major lithium industry leaders
At present, the market is an obvious upward trend. There will be a correction after the continuous rise in recent days. After the callback, it will once again hit a new high and a strong plate in this round of rise. Therefore, when the market has a correction and a strong plate, it is often a good time for short-term intervention. At the same time, when the market fluctuates, there are some active sectors and stocks. China's three major lithium industry leaders: Tianqi Lithium Industry, Ganfeng Lithium Industry and Wintek.
Ganfeng Lithium Industry (002460): the leader in lithium industry. Jiangxi Ganfeng Lithium Industry Co., Ltd. has reached 20 17 12 3 1, and its production capacity is the third largest lithium compound producer in the world and the leading metal lithium producer in China. Tianqi Lithium Industry is the largest supplier of new energy core materials for lithium batteries in G country, a leading enterprise with leading technology and strong comprehensive competitiveness in the lithium industry in G country, and the largest producer of lithium extraction from ores in the world. Main business: research and development, production and sales of lithium series products. Shenzhen Heying Technology Co., Ltd. (stock code: 300457) was established in 2006, and its legal representative is Wang Weidong. Is a professional lithium battery equipment supplier, providing a complete set of intelligent equipment for the new energy field and building a lithium battery intelligent factory for customers. China is a leader in lithium battery equipment industry.
Related introduction: Ganfeng Lithium Industry Co., Ltd. has long been committed to the research and development and production of deep-processed lithium products, and its comprehensive strength ranks first in the field of deep-processed lithium products in China. The main products are more than 20 kinds of metallic lithium (industrial grade and battery grade), lithium carbonate (battery grade), lithium chloride (industrial grade and catalyst grade), butyl lithium and lithium fluoride (industrial grade and battery grade). A number of sub-products are in a leading position in the domestic market, among which the sales of metal lithium, butyl lithium and lithium fluoride ranked first in China in 2007 and 2008. The sales of battery-grade lithium metal and battery-grade lithium carbonate rank among the top in China. The company is the only enterprise in China that has established the whole product chain of "Brine/Lithium-containing Recycled Materials-Lithium Carbonate/Lithium Chloride-Metal Lithium-Butyl Lithium/Battery-grade Metal Lithium-Lithium Alloy" and the only enterprise in the domestic lithium industry that has achieved the whole product chain competition.
The three major domestic lithium enterprises are Ganfeng Lithium Industry, Tianqi Lithium Industry and Tibet Everest. Ganfeng lithium industry has more than 20 million tons of lithium resources, with high purity and low cost of extracting lithium, and its current market value is 230 billion. Tianqi Lithium Industry has a lithium mine reserve of more than 65,438+1100 million tons, with high purity and low cost of extracting lithium. At present, its market value is 65,438+105 billion. At Mount Qomolangma in Tibet, the reserve of lithium ore is 65.438+0.2 million tons, with extremely high purity and low cost of extracting lithium, and its current market value is 30 billion.
What are the leading stocks in the lithium battery sector?
1. Xinwangda: The company's lithium battery capacity ranks in the forefront of the industry and has been widely recognized by the industry in the field of new energy vehicles.
2. Peng Hui Energy: The company's lithium battery capacity is 6.5GWH, which occupies a leading position in the market together with Contemporary Amp Technology Co., Ltd. (300750, shares bar) and BYD (002594, shares bar).
3. Huayou Cobalt: The company's battery-grade lithium carbonate production capacity is 35,000 tons, with a market share of over 24%. At the same time, it has established in-depth cooperation with lithium battery giants such as BYD, LG New Energy and Ganfeng Lithium Industry (002460, shares it).
4. Shengxin Lithium Energy: The company is mainly engaged in the production of lithium series products. Is an early enterprise in the field of lithium salt in China, focusing on the development of lithium salt products based on lithium chemical products.
Top ten battery concept stocks list
Battery concept stocks include 664 listed companies such as Contemporary Ampere Technology Co., Ltd., BYD, Longji Green Energy, Great Wall Motor, Wanhua Chemical, Tongwei, Sunshine Power, Huichuan Technology, Yiwei Lithium Energy and SAIC.
Contemporary Ampere Technology Co., Ltd. (300750): The company is engaged in power battery system provider.
BYD (002594): The company's main businesses are new rechargeable batteries, photovoltaics, mobile phone parts and assemblies, traditional fuel vehicles and new energy vehicles.
Longji Green Energy (60 10 12): The company mainly deals with monocrystalline silicon rods and silicon wafers.
Great Wall Motor (60 1633): The company mainly manufactures SUVs.
Wanhua Chemical (600309): The company is mainly engaged in the production and sales of R&D, polyurethane series, petrochemical series, functional materials series and special chemicals series.
Tongwei shares (600438): The company's business includes aquatic feed and photovoltaic.
Sunshine Power Supply (300274): The company is engaged in photovoltaic inverter and wind energy converter.
Huichuan Technology (300 124): The company is engaged in R&D, producing and selling industrial automation products.
Yiwei Lithium Energy (3000 14): The company's main business is lithium primary batteries and lithium-ion batteries.
SAIC (600 104): The company is mainly engaged in the research and development, production and sales of complete vehicles (including passenger cars and commercial vehicles).
What are the leading stocks of batteries?
According to the data of the trend stock selection system of this site, the leading stocks of batteries are Contemporary Amp Technology Co., Ltd., BYD and Yiwei Lithium Energy.
Contemporary Ampere Technology Co., Ltd.: bibcock.
In the second quarter of 2022, Contemporary Amp Technology Co., Ltd. mainly engaged in power battery systems, lithium battery materials and energy storage systems, with revenues of 7965438+43 million yuan,1367 million yuan and1273.6 million yuan respectively, accounting for 70.06% and12./.
BYD: the dragon head
Yiwei lithium energy: faucet
In the second quarter of 2022, Yiwei Lithium Energy Company mainly engaged in lithium-ion batteries and lithium primary batteries, with revenues of 65.438+0.38./kloc-0.80 billion yuan and 65.438+0.63 billion yuan respectively, accounting for 92.58% and 7./kloc-0.2%.