Investment Advisor in the Research Department pointed out that the auto industry, the current global lithium battery electrolyte balance between market supply and demand, mainly by the stock of lithium battery market, the future market depends on incremental new energy vehicle power lithium battery market, particularly electric vehicles, once the rise of will lead to explosive growth of electrolyte, the electrolyte remains within 3-5 years after the sunrise industry.
According to statistics, by 2013 the global demand for lithium-ion battery market will reach 3.99 billion, annual growth rate of more than 20%; in 2016 the demand for lithium-ion battery market is expected to reach 5 billion more. Electrolyte is a lithium battery, one of the four key material is known as lithium dell fk890 battery,dell gk479 battery “blood” is a lithium battery to obtain a high-voltage, high specific energy and other advantages of guarantee.
According to the auto industry analyst with investment consultants analyzed Sheng-mao, Huarong Chemical Co., Ube, Japan, South Korea’s Samsung is the world’s production capacity lithium hp laptop battery,hp 338794-001 battery electrolyte in the first three enterprises in 2010, Huarong Chemical electrolyte lithium battery production capacity of 5,000 tons in year to become the world’s largest manufacturers. The current domestic production of enterprises engaged in the electrolyte are Shanshangufen, Juhua, Zhuhai race Wei electronics, Tianjin, Taurus, Shantou golden, Guangzhou and a heaven-sent and so on more than 10. Among them, Huarong Chemical Co., Zhuhai race weft electronic positioning high-end market, other companies can only do low-end market.
Jiangsu Guotai: 2010 will become the world’s largest manufacturer of lithium battery electrolyte
Terms of domestic listed companies, Jiangsu Guotai (002,091) holding subsidiary of Huarong Chemical is the largest manufacturer of lithium hp 361742-001 battery,hp 371785-001 battery electrolyte. According to Chairman JIANG Huarong Chemical Health introduced in 2008, the actual output of 3000 tons, is twice the second. By 2010 annual output can reach 5000 tons / year, could become the world’s largest manufacturers.
The company’s chemical products include lithium-ion battery electrolyte and silane coupling agent, from holding subsidiaries Huarong chemical production, the current production capacity was about 2,000 tonnes of years. Huarong the company started production from 2002 lithium battery electrolyte, after years of development, technological advances has created nearly a thousand kinds of models in high-end products, and has been recognized abroad, a number of large companies, 30% of the products for exports, and by constantly improving product performance, develop new products. According to different requirements for supporting 80000 -20 yuan / ton, the lowest 10% gross profit margin as high as about 35% gross hp 417066-001 battery,hp 346970-001 battery profit margin of its products has remained at a high level, with the new capacity put into operation, performance will be significantly growth.
Shanshangufen: Lithium battery business growth amazing
In 2008 showed a profit, and growth of garment industry and insurance is different from Shanshangufen (600,884) of lithium battery materials business have sprung up everywhere, operating income of 986.61 million yuan, an increase of 40.1%. Deputy General Manager Qian Cheng, said: “Shanshangufen lithium hp 372772-001 battery,hp 398876-001 battery materials business to earn such a high growth rate depends primarily on two reasons: First, rapid development of lithium-ion battery market, business and more lithium battery market demand is high; Second, Because the reasons for the relatively high raw material prices. ”
Shanshangufen as the largest-scale integrated lithium-ion battery materials supplier involved in the lithium battery industry, the middle and upper reaches. Lithium-ion batteries are the five main components: anode, cathode, electrolyte, copper foil and misunderstandings. Shanshangufen to do one of three kinds, positive and negative output of the domestic number one, the electrolyte came in third. Dongguan Shanshan electrolyte sales and domestic sales are now ranked second. Deputy General Manager Qian Cheng right Shanshangufen lithium battery materials business has high praise, in his view, lithium battery market is in a period of rapid growth, which will lead the lithium battery materials business growth.
Juhua: the core technology has electrolyte lithium hexafluorophosphate
Lithium hexafluorophosphate (LiFL6) is the main component of lithium battery electrolyte is the electrolyte in the heart of the most difficult to overcome technology, At present, China is second only to Japan as the world’s second after the industrialization of lithium hexafluorophosphate country. Juhua (600.16 thousand) is China’s largest fluorine chemical production base, located about 40% of the country gathered fluorite resources, “China’s fluoride are” Zhejiang Quzhou, Juhua Lithium hexafluorophosphate has a complete set of production technology and production of lithium hexafluorophosphate of raw materials without water, hydrogen fluoride, lithium-ion battery will drive the prosperity of the upper reaches of the electrolyte of lithium hexafluorophosphate fluorine chemical industrial chain, Juhua are welcome opportunity.
Juhua has a good fluorine chemical industrial chain, last year the company acquired St. Kay, Kay St. The company has two anhydrous hydrofluoric acid production line, annual production capacity of 1.2 million tons and 15 thousand tons, to improve the Juhua None water self-sufficiency rate of hydrofluoric acid helps a lot. Li-ion battery electrolyte with lithium hexafluorophosphate in today’s pearl of a fluoro-chemical industry, Quzhou City, “Eleventh Five-year” science and technology development plan to vigorously develop the high-purity grade hydrofluoric acid, lithium hexafluorophosphate and other electronic use fluorine chemical products, Juhua advanced fluorine chemical technology and rich fluoride raw material to produce lithium hexafluorophosphate anhydrous hydrogen fluoride raw materials, will be leading the development is of Jiangsu Guotai, Shanshangufen electrolyte lithium battery manufacturers and other upstream industry, the prospects are rather broad, it is worth focusing on.
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