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Three Godfathers of lithium battery won the Nobel Prize, and the opportunity comes for China lithium battery company


Lithium network news: in the evening of October 9, the Nobel Prize winner in chemistry was released, and the three Godfathers of lithium battery, John B. goodenough, M. Stanley Whittingham and Yoshino Akira, won this honor.

Lithium battery is a kind of battery made of lithium metal or lithium alloyNegative electrode materialBatteries using non-aqueous electrolyte solutions are currently mainly used in mobile phones and electric vehicles.

In the past two years, lithium battery companies, taking advantage of the concept of the Nobel Prize in chemistry, may add fire to the fire, and the competition will be more intense.

According to the data of China Business Industry Research Institute, in 2018, the worldLithium ion batteryThe market output increased by 21.81% year-on-year to 188.8gwh, with a compound growth rate of 27.12% in the past five years.

According to the China Business Research Institute, in terms of segmented application fields, the growth rate of the traditional 3C digital market is gradually slowing down, and the growth rate of the energy storage market is relatively fast,Power batteryDomain affectedNew energy vehiclesDriven by the rapid development of the market, it has become the segment with the strongest growth. In the past five years, the compound annual growth rate of the power battery field has reached 66.87%.

According to the analysis of the Institute of lithium battery research (GGII), in the next five years, power batteries will still be the fastest-growing segment of the lithium-ion battery industry, and its growth will be mainly driven by the active development and promotion of new energy vehicles in countries and regions around the world.

According to the 2019 white paper on the development of lithium ion battery industry (hereinafter referred to as the white paper), the global lithium battery industry is mainly concentrated in China, Japan and South Korea.

Encouraged by the policy of new energy vehicles, the scale of China's lithium battery industry has grown rapidly in the past two years.

Since 2015, China's lithium battery industry has surpassed South Korea and Japan to rank first in the world, and gradually widened the gap.

According to GGII research data, China has rich lithium resources and a complete lithium battery industry chain, and is the world's largest production base of lithium battery materials and batteries.

Last year, China's lithium-ion battery market output reached 102gwh, with a year-on-year increase of 26.71%, more than half of the global output.

According to wind data, at present, there are 92 related companies in China's lithium battery industry, with the latest market capitalization of 1.16 trillion yuan, including battery cell manufacturersNingde Era(300750.sz), BYD (002594.sz)GuoXuan high tech(002074.sz), Yiwei lithium energy (300014.sz).

Upstream lithium battery resource enterprises, including Tianqi lithium (002466.sz), Ganfeng lithium (002460.sz), Huayou cobalt (603799.sh), etc.

Battery material and equipment manufacturers, mainly including green beauty (002340.sz), Shanshan shares (600884.sh), Han's laser (002008.sz), pilot intelligence (300450.sz), etc.

In the past two years, these industry leading enterprises have been the focus of investors' attention, and are expected to become blue chip white horses in the A-share market this time.

The upstream of lithium battery industry is the exploitation and processing of raw material resources, mainly including lithium, cobalt, graphite and other resources. According to the U.S. Geological Survey, the current global lithium reserves are 16million tons, mainly concentrated in Chile, Argentina and Bolivia, known as the "lithium triangle" in South America.

Tianqi lithium is a leading supplier of lithium products in the world. Under the background of the popularity of lithium batteries, it has successively acquired greenbushes mine, Zhangjiagang plant, Chongqing plant and Chile sqm, etc. the product types include lithium concentrate and lithium compound products.

Among them, the reserve model and grade of lithium resources in greenbushes mine rank first in the world. Sqm has 42.9 million tons of LCE (lithium carbonate equivalent) lithium reserves. However, the acquisition of sqm's equity also brought capital risks to the company due to the large amount of debt.

The midstream of the lithium battery industry chain mainly involves various anode and cathode materials.

According to the white paper, last year Chinacathode materialThe market scale reached 53.5 billion yuan, an increase of 22.7% year-on-year; The market scale of cathode materials exceeded 10billion yuan, with a year-on-year increase of 27.9%.

Shanshan Co., Ltd., a subsidiary of Shanshan Group, was originally the first listed company in China's clothing industry, and then began to transform into the lithium battery industry. After years of development, it has become the world's largest supplier of lithium battery materials.

Shanshan energy (835930.oc), also a subsidiary of Shanshan Group, is committed to the research, development, production and sales of lithium battery electrode materials. Its products are mainly lithium cobalt oxide and nickel cobalt manganese, the cathode materials of lithium batteriesTernary material。 At present, the company has a capacity of 60000 tons of lithium battery cathode materials and 80000 tons of finished cathode materials.

Dangsheng Technology (300073.sz) is also deeply involved in the field of lithium battery materials. The company has a capacity of about 16000 tons of lithium battery materials, and its customers mainly include South KoreaSamsung SDI, LG Chemical, ski, Murata, BYD, etc.

From the downstream application market, lithium batteries are mainly divided into three areas: power batteries, energy storage batteries and 3C batteries. The representative lithium battery enterprises mainly include Ningde times, BYD, GuoXuan high tech and Waterma.

Driven by the development of new energy vehicle industry, China's power batteries maintained a high-speed growth from 2017 to 2018.

According to GGII research statistics, last year, China's power battery market output increased by 46.07% year-on-year, reaching 65gwh, which is the largest segment of the lithium battery industry.

Ningde times is the largest power battery factory in China. In the first half of this year, its installed capacity of power batteries reached 13.8gwh, accounting for 46% of the domestic market.

Ningde times achieved a revenue of 20.263 billion yuan in the first half of the year, a sharp increase of 116.5% year-on-year; The profit was 2.102 billion yuan, a year-on-year increase of 130.79%.

On September 26, Ningde Times announced that it would invest in the construction of a power battery manufacturing base in Yibin City, Sichuan Province, with a total investment of no more than 10billion yuan.

BYD, which ranks second in the installed capacity of power batteries, is also increasing its power battery market share. In the first half of this year, BYD's installed battery capacity was 7.4gwh, with a year-on-year increase of 121%, and the domestic market share was 24.5%.

In the first half of this year, the installed capacity of power battery of GuoXuan high tech was 1.75gwh, ranking third in China with a market share of 5.88%.

According to GGII, the output of 3C lithium batteries in China fell by 2.15% year-on-year to 31.8gwh last year. In the next two years, the compound annual growth rate of 3C lithium batteries will be 7.87%. It is expected that by 2021, the output of 3C batteries in China will reach 37gwh.

Desai battery (000049.sz) is the earliest manufacturer in China engaged in lithium battery packaging and integration and power management. Our customers include apple, Huawei, Samsung, Xiaomi, etc. Among them, the company accounts for more than half of Apple's iPhone series power management.

Limited by cost, technology and other factors, energy storage lithium batteries are still in the market introduction period. Last year, China's energy storage lithium batteries increased by 48.57% year-on-year, reaching 5.2gwh.

With the gradual decline of China's subsidies for new energy vehicles, lithium battery manufacturers in China, Japan and South Korea are bound to compete fiercely in the future and perform the "Romance of the Three Kingdoms" in China.

Earlier, a number of industry insiders told the interface news reporter that the battery providers of new energy electric vehicles will enter a reshuffle period, and foreign power battery giants such as Samsung SDI, LG Chemical, Panasonic and SK will re-enter the battle for the Chinese market.

Ningde times and other companies mentioned in the announcement more than once that the competition in the lithium battery industry will intensify in the future.


Article source: Lithium power grid
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