[list] list of annual competitive brands of cathode materials in China's lithium battery industry in 2020

On September 16, the 2020 annual competitive brand list of China's lithium battery industry was officially released, with 50 companies from cathode materials, cathode materials, electrolyte, diaphragm, power battery and other fields on the list. Every year, the research and investigation of the competitive brand list adhere to the principles of fairness, independence and transparency, not the only scale, not the only production capacity, not the only system.

The annual competitive brand list of cathode materials in China's lithium battery industry in 2020: Ningbo rongbai New Energy Technology Co., Ltd., Xiamen xiawu new energy materials Co., Ltd., Hunan Shanshan Energy Technology Co., Ltd., Hunan Changchang lithium Co., Ltd., Guizhou Zhenhua new materials Co., Ltd., beiteri New Materials Group Co., Ltd., Shenzhen Defang Nano Technology Co., Ltd Beijing dangsheng Material Technology Co., Ltd., Tianjin BAMO Technology Co., Ltd., Hunan Yuneng new energy battery materials Co., Ltd. (source: battery network evtank)

[report] top 20 lithium ion battery cathode material enterprises in China in 2019

Recently, evtank, a research institution, and IVI Economic Research Institute jointly released the white paper on the development of China's lithium ion battery cathode material industry (2020). In the white paper, evtank carried out detailed research and Analysis on cathode materials and nickel, cobalt, manganese, lithium and other metals and precursors in the industry chain, and conducted benchmarking analysis on Chinese enterprises mainly involved in the cathode material industry chain. According to the white paper released by IVI Economic Research Institute, the shipment of cathode materials in China reached 407000 tons in 2019, with a year-on-year increase of 25.7%, and the overall market size reached 50.74 billion yuan. In terms of the main material types, the ternary material is 195000 tons, the lithium iron phosphate material is 88000 tons, the lithium cobalt oxide material and the lithium manganate material are 67000 tons and 57000 tons respectively.

According to the research results of the white paper on the development of China's lithium-ion battery cathode material industry (2020), there were 12 enterprises with cathode material shipments of more than 10000 tons in China in 2019, accounting for 58.9% of the total cathode material industry shipments.(source: battery bairenhui battery network)

[market] in August, the proportion of 5g mobile phone shipments remained at 60%. In September, the domestic lithium cobalt supply may be flat month on month

According to the data of the Academy of communications and telecommunications, in August 2020, the overall shipment volume of the domestic mobile phone market was 26.907 million, an increase of 20.7% month on month and a year-on-year decrease of 12.9%; From January to August, the total shipment volume of the domestic mobile phone market totaled 202million, a year-on-year decrease of 19.5%. From September to October, major mobile phone manufacturers launched new products one after another. It is expected that the overall domestic mobile phone shipment in September will be 36million, up 33.8% month on month.

It is understood that September to November is the peak of domestic mobile phone shipments, and the upstream battery and material procurement are concentrated in July to September. Therefore, the domestic lithium cobaltate supply trend increases from July to September, with the domestic lithium cobaltate supply of 6800 tons in July and 6900 tons in August. It is expected that the domestic lithium cobaltate supply in September will be basically flat month on month.

In the fourth quarter, it is expected that the downstream mobile phone shipments will gradually decline, adding to the accumulated inventory of battery factories, and it is expected that the purchase orders for lithium cobalt oxide will gradually decrease. (source: Shanghai Nonferrous Metals network)

[IPO] the long-term lithium Technology Innovation Board will become the ninth listed company of China Minmetals after the meeting

On September 14, the 74th review meeting of the municipal Party committee in 2020 on the science and Innovation Board agreed to the initial public offering of Hunan Changchang lithium Co., Ltd. (hereinafter referred to as Changchang lithium).

The prospectus shows that in the IPO of the science and technology innovation board, Changchang lithium plans to issue no more than 482million shares, accounting for no less than 25% of the total share capital after the issuance. It is proposed to raise 2.718 billion yuan, which will be used for the phase I project of expanding the production of cathode materials for automotive lithium batteries and supplementary working capital after deducting the issuance expenses.

It is worth noting that the prospectus shows that China Minmetals indirectly controls 22.88%, 22.88% and 11.44% of the equity of Changyuan lithium branch through Minmetals, Changsha Mining and Metallurgy Institute and Ningbo Chuangyuan, respectively, and controls 57.20% of the equity of the company in total, which is the actual controller of the company.

According to the data, at present, China Minmetals has eight listed companies, China Metallurgical (a H share), Minmetals resources (H share), Minmetals real estate (H share), Minmetals capital (a share), Minmetals rare earth (a share), Minmetals development (a share), China Tungsten High Tech (a share), Zhuzhou Metallurgical Group (a share). (source: battery bairenhui battery network)

[think tank circle] the competition pattern of lithium iron phosphate material enterprises is relatively good

Wu Hui, general manager of the research department of ivy Economics Research Institute, said that the shipment of cathode materials maintained an increasing trend year by year, but the sales price of cathode materials also fell significantly due to the decline in metal prices. In 2019, the market scale of China's cathode materials fell by 15.9% year-on-year. From the perspective of the industry competition pattern, Wu Hui said that the ternary cathode material enterprises are highly competitive. The top ranked enterprises in the market, such as Xiamen tungsten, rongbai, Changyuan, Zhenhua and Shanshan, have basically the same strength, and the shipment gap is not too large. Especially with the listing of these leading ternary material enterprises, there will still be great uncertainty in the future competition pattern. On the contrary, the competition pattern of lithium iron phosphate material enterprises is relatively good, and the market shares of German nano, Hunan Yuneng and beiteri in the lithium iron phosphate material industry are relatively high. Since 2020, with the growth of downstream lithium iron phosphate power battery shipments, the demand for lithium iron phosphate materials has also increased.

Article source:Battery net