Global lithium battery peak BBS stocks held at today
Fourth session of China‘s new energy industry international peak BBS lithium electricity will be November 23 to 25 held in changsha, hunan. This BBS lithium battery industry chain is emphatically discussed the latest technology and research and development direction, and there will be several world famous lithium electricity enterprises and institutions involved in new energy industry chain, is by far the most influential global lithium ion battery technology and the industry peak BBS.
According to authority, "much starker choices-and graver consequences-in" period, the average annual growth of 25% or more domestic demand for lithium batteries. Judging from the capacity of this scenario, the lithium battery industry related to the company‘s development momentum will still has continued in 2016, lithium battery upstream raw materials will also continue to benefit from lithium battery downstream demand growth.
New energy vehicles, the agency said policy in full landing stage, lithium battery industry is facing the huge development potential and investment opportunities, to 2020 new energy vehicles sales accounted for more than 7% of the overall car sales, more than the proportion will reach 40% by 2030. The lithium battery as the main power of new energy vehicles, new energy vehicles are expected to borrow dongfeng for growth.
Brokerage analysts believe that the new energy vehicles (2437.22, 6.550, 0.27%) sales increased rapidly, but the battery capacity is insufficient, the new energy automotive industry of China in the future market space is huge, is bound to pull the battery purchasing, the demand of the lithium battery will maintain rapid growth. And safety standards, is conducive to the healthy development of the lithium battery industry, industry leading is expected to take the lead in benefit.
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Cangzhou pearl (22.15, 0.000, 0.00%) (002108) : lithium-ion battery diaphragm main business income accounted for this year to promote quickly, and gross margin level is significantly higher than other business. Because of BOPA film, and lithium ion battery diaphragm product sales increase, the company expects net profit year-on-year growth of 125% to 125% in 2016. In addition, the company consider plans has been completed yesterday, raised will be used for wet all lithium ion battery diaphragm project.
The porch tech centers (32.56, 0.040, 0.12%) (002074) : expected net profit year-on-year growth of 75% to 75% in 2016. Company said that in 2016 China‘s new energy (11.88, 0.090, 0.76%) keep growing car market, the size of the market to further expand, at the same time the company further release power lithium battery capacity, benefit is gradually improved. In addition, the company in terms of battery materials for layout, recently introduced the purchase plan, it is mainly used for power battery capacity construction, high capacity battery materials, charging infrastructure and powertrain systems, etc.
Sky LiYe (37.82, 0.070, 0.19%) (002466), China‘s largest lithium carbonate battery supplier, the world‘s largest ore extracting lithium enterprise;
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Salt lake shares (20.37, 0.050, 0.25%) (000792) : our company is located the total area of 5856 square kilometers, qarhan salt lake is a predominantly potash, associated with magnesium, sodium, lithium, boron, iodine and other minerals large inland salt lake, comprehensive whole salt lake mining was worth more than 12 trillion. Chaerhan salt lake is the largest soluble potassium and magnesium salt deposit in a variety of the total reserves of more than 600, one hundred million tons of salt, including magnesium chloride reserves of 1.65 billion tons, 8.246 million tons of reserves of lithium chloride, all of the country‘s first, sodium chloride reserves of 46.22 billion tons, served the world‘s population in two thousand.
Tibet mining (19.11, 0.050, 0.26%) (000762) : "salt lake lithium resources leading firm cloth of lithium, potassium, cesium and other minerals is the world‘s one of the few super megaton salt lake (holding 50.72% stake in the subsidiary firm cloth" LiYe has 20 years exploration rights). In terms of deposit ore grade, lithium, cesium occupies the second place of salt lake in the world, potassium first on the list of the salt lake according to the geological exploration work, according to the results of preliminary proven firm cloth and the content of salt lake lithium carbonate 1.3 million tons, 35.9 million tons of potassium.
Million weft lithium can (32.43, 0.360, 1.10%) (300014) : the company is China‘s largest, the world‘s highest lithium battery supplier, lithium battery is the foundation of the company‘s main business, mainly used in intelligent meter, etc.
