The leading shares of ternary lithium battery lead the future energy revolution, with leading technical strength and market share. As a key energy solution in electric vehicles, energy storage and other fields, we will invest in the leading shares of ternary lithium batteries. The following small series brings the leading stocks of ternary lithium batteries. Let's take a look at it together, hoping to bring some reference.

Leading stock of ternary lithium battery

Shanshan stock (600884)

Ternary material (NCM, used for small electric tools, the largest in China) accounts for 30%, and lithium manganate accounts for less than 10%. Hunan Shanshan (Ningxiang) cathode material production base with an annual output of 654.38+500,000 tons is being actively promoted. The products are mainly lithium cobaltate, ternary and binary, and the production capacity will reach 27,000 tons after production, which will further stabilize the company's leading position.

Jiangte Electric Machinery (002 176)

Involved in the production of cathode materials for lithium batteries: Jiangxi Jiangte Lithium Battery Materials Co., Ltd. was established with a capital of 80,344,600 yuan (accounting for 97.45%) to engage in the production of cathode materials for lithium batteries. Cathode material is one of the key raw materials of lithium battery, and its performance largely determines the performance and application range of lithium battery. The company's cathode materials include ternary materials and mass-produced lithium-rich manganese-based cathode materials.

Zhonghe stock (002070)

Zhonghe New Energy (the company holds 66.67% equity) plans to acquire 0/00% equity of Youpai New Energy/KLOC. The business scope of Youpai New Energy includes non-ferrous metals, instruments and meters, electronic products, metallurgical burden and hardware sales. Its ternary material precursor production line was completed and put into operation at the beginning of 20 1 1, with a design capacity of about 2000 tons/year.

Xiamen Tungsten Industry (600549)

Battery material is one of the key industries of the company. The company now has a production capacity of 5000 tons of hydrogen storage alloy powder and 10500 tons of various lithium-ion materials. Lithium ion materials mainly include lithium cobaltate, lithium manganate and nickel cobalt manganese ternary material (NCM). Panasonic Corporation of Japan is one of the major buyers of battery materials.

China baoan (000009)

In 20 12 years, the company indirectly held the interests of Betray 5 1.9 1%. Betray has made a breakthrough in the research and development of the next generation of anode and cathode materials, such as silicon carbon, soft carbon, layered lithium manganate and layered ternary materials, among which silicon carbon composite materials are expected to be introduced to the market in 20 13 years.

Dang Sheng Technology (300073)

The main business scope includes research and development, production and sales of cathode materials for small lithium batteries and power lithium batteries, such as lithium cobaltate, multicomponent materials and lithium manganate. It is a leading professional supplier of cathode materials for lithium ion batteries in China. At present, the company has a variety of dynamic materials to achieve mass production.

Ganfeng Lithium Industry (002460)

In 20 13, 65438+75 million yuan was invested to build a new ternary precursor material project with an annual output of 4500 tons. After the project is put into production, the average annual sales revenue is 346 million yuan and the average annual net profit is 37.0593 million yuan.

Jin Rui Technology (600390)

From 2065438 to June 2004, the company plans to invest in the construction project of battery cathode material production base with an annual output of 10000 tons (297 million yuan) and the multi-element cathode material project with an annual output of 7000 tons of lithium-ion power batteries (357 million yuan) at a price of not less than 9.54 yuan/share and not more than 70 million shares, and the raised funds are not more than 667.8 million yuan.

Red Star Development (600367) Company applied for "Preparation Method of Ternary Cathode Material Precursor" and obtained the invention patent authorization. However, the company has not produced ternary cathode materials and precursors for lithium-ion batteries, but is developing and promoting the basic raw materials (front-end products) of ternary cathode materials and precursors-high-purity manganese sulfate, high-purity manganese tetroxide and other manganese products.

Meg (002340), with Jingmen Meg as the main body, plans to invest 95 million yuan to build a production line of Ni-Co-Mn precursor materials for power batteries with an annual output of 3,000 tons. At present, the company's ternary material production line is to produce cobalt-nickel-manganese precursor materials.

What are the stocks of lithium battery leading stocks?

The lithium battery tap is as follows:

1. Contemporary Ampere Technology Co., Ltd., the leading power battery listed, ranks first in the world in terms of the number of batteries, and the company is the world's leading supplier of lithium-ion batteries. Focus on the research and development, production and sales of power battery systems and energy storage systems for new energy vehicles, and strive to provide first-class solutions for global new energy applications.

Contemporary Ampere Technology Co., Ltd. lithium battery leading stock

2. BYD 002594, whose blade battery is the only one, has changed the pattern of lithium ferrous phosphate and ternary lithium batteries. The company has established a global leading technical advantage and cost advantage in the field of power batteries, and established a leading scale advantage through the rapid expansion of power battery production capacity. The "blade battery" developed by the company is a new generation of lithium iron phosphate battery. Through the improvement of battery efficiency and internal design, its volume specific energy density is obviously higher than that of traditional iron batteries.

3. En Jie Co., Ltd., the leading enterprise of lithium battery separator, is a leading enterprise in the global lithium battery and separator industry in terms of capacity scale, product quality, cost performance and technology research and development. The company set up five wet separator production bases in Shanghai, Wuxi, Jiangxi, Zhuhai and Suzhou, and started the construction project of Hungarian lithium battery separator production base on 20021.

4. Ganfeng Lithium Industry 002460, one of the leading lithium resources. The company is a leading lithium ecological enterprise in the world, with the production capacity of more than 40 kinds of lithium compounds and metallic lithium products in five categories. It is one of the most complete suppliers of lithium series products, and the perfect product supply portfolio can meet the unique and diverse needs of customers. The company began to manufacture lithium compounds and metallic lithium from the middle reaches, and successfully expanded to the upstream and downstream of the industrial value chain.

5. Yiwei Lithium Energy 3000 14, one of the leading lithium battery enterprises, is a lithium battery manufacturer, mastering the core technology of lithium batteries, possessing the first-class manufacturing technology in the industry and being in a leading position in the global market. The company's main business is the research, development, production and sales of consumer batteries (including primary lithium battery, small lithium-ion batteries and ternary cylindrical batteries) and power batteries (including new energy automobile batteries and their battery systems and energy storage batteries).

6. Salt Lake Co., Ltd. 000792, a leading enterprise for lithium extraction in Salt Lake, shares in Michelle Lithium Industry Company. Relying on the rich lithium resources in Chaerhan Salt Lake and the public facilities in Salt Lake Industrial Park, the cost of producing lithium carbonate by lithium adsorption and extraction technology has a comparative advantage compared with peers. The technology of extracting lithium from brine adopted by Michelle Lithium Industry Company is a technology independently developed by the company, and more than 30 related independent technologies have been patented.

7. Tianqi Lithium Industry 002466, one of the leading lithium resources. The total production capacity of lithium chemical products of the company is about 44,800 tons/year. In addition, the company is still building 48,000 tons of lithium hydroxide and 20,000 tons of battery-grade lithium carbonate. In the medium term, the total planned capacity of lithium chemical products exceeds 65,438+065,438+0,000 tons/year.

8. Godsend material 002709, one of the leading electrolytes. The capacity of lithium ferrous phosphate is 5,000 tons, and the total capacity of electrolyte exceeds 50,000 tons. Currently, the planned projects under construction include Jiujiang lithium battery material project with an annual output of 6.5438+0.5 million tons, Fuding electrolyte project with an annual output of 6.5438+0.0 million tons, and Jiangsu Liyang electrolyte project with an annual output of 200,000 tons (Phase I).

Tianci material

9. Putelai 603659, the leading company of cathode materials for lithium batteries, specializes in key materials and automatic processing equipment for lithium-ion batteries. Its products include anode materials, coated diaphragms, aluminum-plastic packaging films, PVDF, adhesives and automatic processing equipment. Through the vertically integrated industrial chain layout, the company has established a stable and controllable manufacturing capability, horizontally expanded the product application and customer market of process technology, and built a large-scale collaborative competitive advantage, becoming a world-class integrated service provider of key materials and process equipment for lithium-ion batteries with leading technology, excellent products and standardized management.

10. Leading intelligence of lithium battery equipment 300450. The company is a global leader in high-end lithium battery equipment and overall solutions. We have mastered the core technologies such as automatic winding machine, laminator, complete sets of equipment and intelligent manufacturing overall solution for producing power lithium batteries, energy storage lithium batteries and digital lithium batteries. Its technology and performance have reached the advanced level in the world.

What are the leading lithium battery stocks?

There are many leading stocks, such as citic guoan, Shanshan, Jiangsu Guotai, china baoan, Jin Rui Science and Technology, shanghai putian, Jiangte Electric and so on. At present, China Principal is the most trustworthy company, because this company has been established for some time, and its business has been very good, and its stock has also performed very well.

Lithium battery concept stocks: 600478 Yuan Keli, 600409 Sanyou Chemical, 600 196 Fosun Pharma, 600255 Xinke Materials, 600773 Tibet Chengtou, 00241999, 600522 Zhongtian Technology, 00009 china baoan.

00209 1 Jiangsu Guotai lithium battery electrolyte has a domestic market share of more than 30%, and the company is expected to rely on the large-scale application and development opportunities of lithium-ion power batteries. : Leading stock of lithium battery:

1, citic guoan (000839) Mengguli, citic guoan (hereinafter referred to as MGL) is mainly engaged in the research, development, production and sales of key materials of lithium-ion secondary batteries and power lithium-ion secondary batteries with high energy density. At present, it is the largest manufacturer of lithium cobalt oxide and lithium manganese oxide as cathode materials for lithium batteries in China, and the only large-scale manufacturer of power lithium-ion secondary batteries at home and abroad.

2. Shanghai Shanshan Technology, a holding subsidiary of Shanshan Co., Ltd. (600884), has a capacity of cathode materials for lithium batteries 1200 tons; The sales volume and sales volume of Dongguan Shanshan electrolyte, a subsidiary of the company, have ranked second in the country at present; Hunan Shanshan New Materials Co., Ltd., which holds 75% of the shares, mainly produces cathode materials for lithium ion batteries, with an annual output of 5,000 tons of cathode materials for lithium batteries, 4,000 tons of lithium cobaltate and 500 tons of lithium manganate.

3. Guotai Huarong Chemical New Materials Co., Ltd., a holding subsidiary of Jiangsu Guotai (00209 1), mainly produces lithium battery electrolyte, with a domestic market share of over 30%, accounting for 30% of the operating profit of listed companies.

4. china baoan (000009) holds 55% of the carbon anode materials for lithium batteries of Betray Company, ranking first in China, accounting for 80% of the market, second in the world, first in lithium ferrous phosphate, and currently third in the world; Tianjiao Company, which holds 75% of the shares, is mainly engaged in ternary cathode materials. In 2008, the sales volume ranked first in China, with a market share of 30-40%.

5. Changyuan Lithium Industry, a subsidiary of Jin Rui Science and Technology (600390) Co., Ltd. (the company holds 16% and the major shareholder holds 84%), is a high-tech enterprise specializing in the production of lithium cobaltate. The specific capacity of nickel cobalt lithium manganate, a new lithium ion cathode material, is more than 30% higher than that of lithium cobalt oxide.

6. shanghai putian (600680) Co., Ltd. will focus on building an industrialization base for cathode materials of lithium iron phosphate batteries and power battery management system in Shanghai.

7. In 2006, Hengdian Dongci (002056) Co., Ltd. began to develop lithium iron phosphate as the cathode material for lithium batteries.

8. Jiangte Electric (002 176) Jiangte Lithium Battery Material Company has been put into production.

9. (002407) In 2011year, Polyfluoride realized the industrialization of a series of electronic-grade fluoride products, and built a lithium hexafluorophosphate production line with a capacity of 1000 tons/year, becoming the largest lithium hexafluorophosphate production enterprise in China.

10, Dang Sheng Science and Technology (300073) Co., Ltd. is a scientific and innovative enterprise engaged in the research and development of cathode materials for lithium batteries, mainly engaged in lithium cobaltate, multicomponent materials, lithium manganate and other cathode materials for lithium batteries, and its production and sales scale has ranked first in China and third in the world.

1 1, Tianqi Lithium Industry (002466) Co., Ltd. is the leading lithium product in China, and it is expected to build three business systems covering lithium mine resources, lithium salt and metal lithium processing; The potential risk of the company is that there is no lithium resource, and raw materials and ores are imported from abroad.

12 and 999 (0024 1 1) invested in the construction of "lithium hexafluorophosphate project with an annual output of 400 tons" in Rudongkou Chemical Park. At present, the lithium hexafluorophosphate project in 1999 can directly enter the industrial production process without worrying about quality problems, and it is expected to reach Japanese standards.

Raw material inventory for lithium battery production

The raw materials for lithium batteries are: Keheng (300340), Binbin (600884), Dang Sheng Science and Technology (300073), citic guoan (000839), Golden Eagle (600232), Meg (002340) and Tuobang (00210).

1. keheng co., ltd. (300340), the company's lithium battery cathode materials are mainly lithium cobaltate and 532 ternary materials. In 20 16, the funds raised were used for the technical renovation project of cathode materials for lithium ion batteries with an annual output of 2500 tons (1000 tons of lithium cobaltate and 1500 tons of ternary materials). On 20 16, the company acquired 0/00% shares of Haoneng Technology/kloc-0. Haoneng Technology is a well-known manufacturer of lithium battery production equipment in China. Its core product is high-precision coating composite equipment. Its cooperative customers include CATL, TDK, Samsung, Li Shen, Yiwei Lithium Energy and Yinlong.

2. Binbin Co., Ltd. (600884) is the largest supplier of comprehensive materials for lithium batteries in China. Among the four key materials of lithium battery cells, the company covers three parts: cathode material, cathode material and electrolyte, all of which are involved except the diaphragm and the scale is leading. The company's cathode products include lithium cobaltate, lithium manganate, nickel-cobalt-manganese ternary system and other products, and the shipment volume ranks first in the world. In addition, the company's ternary precursor project is expected to be put into production at the end of 20 16, when the company's cathode product system will be more complete and its competitive advantage will be further enhanced.

3. Meg (002340), the company started with resource recycling business, and has now built an industrial chain of "battery recycling, raw material recycling, material recycling, battery pack recycling and new energy vehicle service". With Jingmen as the center, the company has built the world's largest ternary precursor raw material base. At present, the production capacity of NCA and NCM precursor raw materials has reached 500,000 tons and 6,543.8+0.5 million tons respectively, and the production capacity of cobaltosic oxide has reached 6,543.8+0.0 million tons, which has been recognized by Samsung, Mei Qing and Shanshan New Materials. In addition, the company has a capacity of 20,000 tons of cathode materials (including lithium cobaltate and ternary materials).

4. Fulin Seiko (300432), the company acquired Hunan Shenghua Technology Co., Ltd. on 20 16 12. Shenghua Technology's main products are lithium ferrous phosphate and ternary materials, two major battery cathode materials. In 20 15, the production and sales volume of lithium ferrous phosphate ranked the top three in China. The company's annual output is 6,000 tons of lithium ferrous phosphate material and nearly 2,000 tons of Ni-Co-Mn ternary material.

5. Xiamen Tungsten Industry (600549), 20 16, 12, jointly established Xiamen Tungsten Industry New Energy Materials Co., Ltd., * * * invested in the construction and production of 20,000 tons of lithium-ion ternary materials for vehicles, mainly producing and selling high-nickel ternary materials.

6. citic guoan (000839) belongs to Mongolian Power Supply in citic guoan (accounting for 90%), and is mainly engaged in the research, development, production and sales of cathode materials for lithium-ion secondary batteries. At present, it is the largest manufacturer of lithium cobalt oxide and lithium manganese oxide as cathode materials for lithium batteries in China. The company has accelerated the industrialization and marketization of lithium manganate and lithium nickelate, a new generation of lithium-ion battery materials, and made great progress.

Seven, Dang Sheng Science and Technology (300073), the company focuses on the research and development of cathode materials. The current capacity of cathode materials for lithium batteries exceeds 1 10,000 tons, and the products cover lithium cobalt oxide, lithium nickel cobalt manganate and so on. It is one of the few companies in the world that can mass-produce NCM622 ternary cathode materials, with an existing production capacity of more than 2,000 tons and a production capacity of 4,000 tons under construction. It is planned to build18,000 tons of high-nickel cathode materials in 20 16 years, which will further consolidate the company's leading position in the field of high-nickel ternary cathode materials.

Eight, Tuobang Co., Ltd. (002 139), the company has always chosen nano lithium iron phosphate as the cathode material system of lithium batteries. After years of development, it has accumulated a certain technical strength of lithium battery, and the energy density of the battery can reach 130wh/kg. The main products of the company's lithium battery business include lithium batteries, power management systems (BMS), battery packs and Bluetooth batteries, which mainly provide power battery systems and energy storage systems for electric buses and special vehicles. The company shares in the field of nano-interventional electrode materials in Germany.

Golden Eagle (600232), the company is mainly engaged in complete sets of textile machinery such as hemp and silk. In 20 15 years, 1500 million yuan will be raised for the cross-border transformation of power battery projects and powertrain projects of new energy vehicles. In 20 16, the company signed a Strategic Cooperation Agreement with Hunan Ruixiang New Materials to form a joint venture company with an annual output of 1 10,000 tons of ternary lithium battery cathode materials. Hunan Ruixiang is one of the world's three largest manufacturers of cathode materials for lithium-ion batteries and an important global supplier of Samsung SDI.