The development of the new energy automobile industry has accelerated, which has led to the development of the lithium battery industry. According to the latest development of the lithium battery industry, the output of cathode materials for lithium batteries in 2016 increased by 43% year-on-year, and a good transcript was handed over, while the market for lithium battery concept stocks was invested. The value is also highlighted.

Data show that in 2016, the national lithium battery cathode material output was 161,600 tons, an increase of 43%. Mainly driven by power batteries, domestic power battery production in 2016 increased by more than 60%.

Specifically, the output of lithium iron phosphate was 57,000 tons, a year-on-year increase of 75%. The substantial increase in lithium iron phosphate is mainly driven by power batteries and energy storage lithium batteries. The output of ternary materials was 543,000 tons, a year-on-year increase of 49%. The growth was mainly driven by new energy passenger cars, lithium battery bicycles, and low-end digital lithium batteries. Lithium cobaltate shipments increased by 9.4% year-on-year and shipments were 34,900 tons. Lithium cobaltate is mainly used in consumer goods for daily use.

In terms of output value, the output of cathode materials for lithium batteries continued to increase in 2016 and the price of materials increased, which made the growth rate of cathode materials more than the growth rate of production. In 2016, the output value of China's lithium battery cathode materials was 20.8 billion yuan, an increase of more than 54% over 2015. Among them, the market size of domestic ternary materials, lithium iron phosphate, lithium manganate and other positive electrode materials increased by more than 70% year-on-year, of which the market size of ternary materials was close to 8 billion yuan, and the output value of lithium iron phosphate and lithium manganate exceeded 5 billion respectively. 700 million yuan.

Domestic research institutions believe that the new energy auto subsidy new policy will be implemented in 2017, and the pressure on the price reduction of auto plants will increase to the power battery manufacturers and materials manufacturers. Therefore, in the next few years, cathode material manufacturers are also facing cost reduction and material utilization. Wait for pressure. In addition, in 2016, the production and sales of cathode materials were booming. Many cathode materials companies continued to expand production, and many new entrants were involved in cathode materials and upstream raw materials. The new capacity will be launched in 2017, and the industry competition will become more and more. fierce.

The output of cathode materials for lithium batteries in 2016 increased by 43% year-on-year, indicating that the pace of development of lithium batteries has accelerated significantly. Under the continuous support of national policies, the lithium battery industry has great potential for future development, and related concept stocks have good configuration value.

Lithium battery concept stocks at a glance

Haofeng Lithium Industry: In December 2012, the company plans to acquire a 49% stake in ViewSonic New Energy of no more than RMB 6,815,500. In addition, in June 2011, it will receive a 51% stake in RMB 20.4 million. The company's main power battery, lithium-ion battery, etc., has the core technology of producing lithium battery ternary cathode material precursor and other lithium battery cathode material technology.

Shanshan Co., Ltd.: As the largest integrated supplier of lithium-ion battery materials in China, the company has formed a mature and complete lithium-ion battery material product system, covering the lithium battery cathode material, cathode material precursor, anode material and electrolyte product. The company's cathode material, anode material and electrolyte market share are among the top three in China.

China Baoan: Shenzhen Bentui, the company's holding subsidiary, is the world's largest supplier of anode materials for lithium-ion batteries.

Jiangsu Guotai: Huarong Chemical (accounting for 78.895%), a holding subsidiary, has 2,500 tons of lithium battery electrolyte production capacity, and its domestic market share reaches 40%.

Xinzhoubang: The company is one of the major suppliers of lithium-ion battery electrolytes in China, with a market share of more than 20%. The company began to export to the international market with foreign-owned lithium-ion manufacturers in China as a breakthrough.

The output of cathode materials for lithium batteries in 2016 increased by 43% year-on-year, and the pace of development of the lithium battery industry accelerated. The majority of investors can focus on the above lithium battery concept stocks, or have a good investment opportunity, it is worthy of a good grasp. Finally, with the Jing Xiaobian warm reminder of the stockholders, stock investment risk, need to be cautious.

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