Development of Green Supply Chain in the Battery Industry

Thanks to the rapid growth of the new energy vehicle power batteries and energy storage battery market, the Domestic lithium battery industry is increasing, attracting many shares like a golden crown, The layout of hazing technology, and other enterprises; become a leading enterprises in the subdivision field. Tianfeng Securities pointed out that the lithium battery industry has entered the bottom area of historical valuation, Superimposed policy support, Industry fundamentals will also be restored, and The time for plate configuration will come; focus on industry-leading targets.

Yesterday, the Lithium battery sector remained active; many stocks bucked the trend and raised the limit. Minsheng Securities pointed out Step by step confirmation of bottom signal, Lithium, or repair opportunities. Lithium carbonate is close to the cost of concentrate, with Limited space for the price to go downward; the price bottom is confirmed Step by Step. The current oversupply of lithium carbonate has been reflected in the stock price; the impact of price on performance has also been PRICE. Meanwhile, the lithium standard’s valuation has a certain margin of safety.

In the long run, Lead acid batteries in communication standby power supply, Electric bicycles, and New energy storage. The replacement speed of lithium-ion batteries in low-speed electric vehicles and other fields is accelerated. In consumer electronics, Lithium-ion batteries are also rapidly replacing NiMH batteries; the market scale of NiMH batteries is gradually shrinking; most NiMH battery enterprises have more lithium-ion battery revenue than NiMH batteries. In the power battery market, The market demand for power lithium-ion batteries is vast; Industry concentration continues to increase; the market will further concentrate on the head Enterprises.

The rapid growth of the lithium battery industry’s market scale attractedisted companies to layout-related industries. Jinguan is an old electrical equipment supplier,stay2018Acquisition of lithium battery diaphragm enterprise Liaoyuan Hongtu in. According to the understanding, Liaoyuan Hongtu is China’s mainstream supplier of high-end lithium battery separators. It is the leading enterprise in wet diaphragms in China; Technology is internationally recognized, Has been issued20More than specifications, is Widely used in consumer batteries, Power batteries, and other products, And entered the most developed day of diaphragm technology through agents in Korea and other countries.

Industry insiders said, In experience2018After annual capacity release cycle, The overall price of the lithium battery diaphragm industry chain has moved down to a relatively good position; high quality and low-cost production capacity is expected to be released in the future; leading enterprises will be enough Quantity premium.

The public information display,2018End of the year, The capacity of the lithium battery separator of Jinguan Co., Ltd. has reached1.1Billion a flat, The annual production of lithium diaphragm reached9280Wan Ping, Ceramic diaphragm revenue1.08Billion yuan Lithium battery separator revenue1.42Billion yuan. There are two production lines of Jinguan Co., Ltd. about to reach production capacity,2019It will reach2 a billion flat production capacity, and Annual shipments are expected to reach1.5 a billion flat. Huachuang Securities believes The company’s diaphragm business was slightly under pressure due to industry pressure within the year; with the release of new capacity, it is expected that2019High growth.

Recently, Changes in shareholders’ equity were disclosed by Jinguan shares; the company will become a state-owned listed company. Bulletin display, Xu Haijiang, the controlling shareholder of the comp guide and guru Asset Management Co., Ltd. signed a Share transfer; element; It is agreed that Xu Haijiang will hold the listed company15.00%To Luoyang gudu Asset Management Co., Ltd.After the completion of equity transfer, Gudu asset management will become the controlling shareholder of the company, Holding listed companies24.60%Shares, The actual controller of the company will be changed to the people’s Government of the old urban area of Luoyang City. People in the industry think Henan Province has continued to support the new energy industry; the main reason for the capital management of gudu to become the owner of Jinguan shares is to value its position and layout in the new energy industry; at the same time, it will also contribute to the implementation of new energy-related initiatives in Henan Province, Get more policies Financial support, Further consolidate the company’s market share in the new energy sector, And improve the company’s sustainable profitability.

It is also a distribution equipment enterprise, Hezong technology presentation, Optimistic about the future of new energy vehicles and energy storage market; the lithium battery market, as an entry point for the company to enter new energy, Has become its new strategy. Hezong Technology2017Acquired Hunan Yacheng, The main business of the latter is the research and development of the precursor of lithium battery cathode materials Manufacturing and sales; Main products include cobalt tetroxide, cobalt hydroxide Iron phosphate, etc. The public information display,2014year, Hunan Yacheng’s products have passed the Samsung successfully SQESystem audit, Become a qualified supplier of Samsung, and Obtained a green pass for entering the international market.2018New company in20000Ton iron phosphate production line, Through the introduction of advanced automatic control equipment, Improve the equipment level of Yacheng in Hunan Province, Expand competitive advantage.

Yesterday, after the opening of three major stock indexes, Gradually weakening, the lithium battery sector remained active, and Concept stocks rose and fell. Closing, Dow Technology Cold sharp cobalt industry Trading limit of multiple stocks such as Hezong Technology, Grammy Many stocks, such as Dang sheng technology, soared.

Investment strategy for the sector, Zhongyuan securities, Short-termAThere are still some uncertainties in the stock market environment. But the high-quality stocks in the lithium battery sector have a certain margin of safety; active attention can be paid when the system is stable and good. In the medium and long term, Sales of new energy vehicles in China will continue to increase; Investment opportunities still exist in the sector. However, the performance and trend of individual stocks will be significantly differentiated; a specific combination of policy guidance, Price level, and competition pattern of subdivisions; is suggested to focus on the investment opportunities of critical materials and lithium batteries upstream.


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