I、Various subdivisions of lithium batteries
1. Batteries: CATL, BYD, EVE Lithium, Guoxuan Hi-Tech, Penghui Energy, MANLY Battery, Sunwoda.
2. Positive electrode material:
a. Ternary positive electrode: Rongbai Technology, Dongsheng Technology, Shanshan Energy (Shanshan Co., Ltd.), GEM, Zhongwei Co., Ltd., Xiamen Tungsten New Energy (Xiamen Tungsten Industry).
b. Lithium iron phosphate positive electrode: German Nano.
c. Lithium cobaltate and lithium manganate cathode: Xiangtan Electrochemical.
3. Diaphragm: Enjie shares.
4. Electrolyte: Tianci Materials, Tianji Co., Ltd., Xinzhoubang, Shanshan Energy, and Polyfluoride.
5. Anode materials: Putailai, Zhongke Electric, Shanshan Energy, Xiangfenghua.
6. Conductive agent: Tiannai Technology.
7. Lithium battery equipment: Pioneer Intelligence, Hangke Technology.
8. Lithium resources: Ganfeng Lithium, Tianqi Lithium, Yongxing Materials.
9. Cobalt resources: Huayou Cobalt Industry, Hanrui Cobalt Industry, Luoyang Molybdenum Industry.
10. Nickel resources: GEM, Huayou Cobalt, Shengtun Mining.
11. Copper foil: Chaohua Technology, Nord Co., Ltd., Jiayuan Technology.
12. Structural parts: Kodali.
II、Various subdivisions of motor electronic control
1. Wolong electric drive: the domestic third-party faucet for electric motor control, the EC series sold by BAIC New Energy is installed with the company's drive motor.
2. Joyson Electronics: The world's leading multinational automotive electronics company, its intelligent driving control system and new energy vehicle power management system serve major global OEMs and domestic first-tier OEMs.
3. Huichuan Technology: One of the leaders in industrial automation control, and the company also provides controllers for the motors of new energy vehicles.
4. Dayang Motor: One of the leaders in China's micro and special motor industry, and one of the largest domestic suppliers of electric motors for new energy vehicles.
5. Yuebo Power: A high-quality supplier of powertrain systems and controllers for new energy vehicles.
6. Lanhai Huateng: High-quality suppliers of medium and low-voltage inverters, electric vehicle motor controllers, and servo drives.
7. Founder Motor: Micro-motors and controllers, energy-saving and new energy vehicle drive assemblies, and a leader in automotive control systems.
8. Zhongke Sanhuan: The world's second-largest supplier of NdFeB permanent magnet materials in China, the company has entered the Tesla industry chain.
9. Zhenghai Magnetic Materials: Mainly engaged in high-performance NdFeB permanent magnet materials and motor drive systems for new energy vehicles.
10. Hongfa Co., Ltd.: One of the world's leading relays, the first to develop low-voltage relays for miniature new energy vehicles and low-speed electric vehicles.
III、Vehicle company
1. BYD: There are more than 9,400 patents.
2. Changan Automobile: more than 8,500 patents.
3. BAIC Blue Valley: More than 4,000 patents.
4. Great Wall Motors: more than 1,000 patents.
5. SAIC Group: more than 3,600 patents.
6. GAC Group: More than 1,100 patents.
7. Dongfeng Motor: More than 2,900 patents.
8. Geely Auto: The number of new energy patents has not been announced yet.
(1) Lithium battery
CATL: There is no doubt that batteries are the top priority in the development of new energy vehicles. At this stage, the most urgent need for electric vehicles is battery life, and the most direct impact on battery life is the battery. At present, in the entire new energy power battery industry, CATL is a proper leader both domestically and globally.
BYD: Since the acquisition of Qinchuan Automobile in 2003, BYD has started its car-making journey and has gradually developed into the largest new energy vehicle company in China.
Guoxuan Hi-Tech: At present, among the domestic lithium battery listed companies, Guoxuan Hi-Tech is a power battery manufacturer mainly focusing on lithium iron phosphate technology. Guoxuan Hi-Tech ranks third in the industry among domestic enterprises and belongs to the second echelon of power batteries.
EVE Lithium Energy: Although Yiwei Lithium Energy is not as big as CATL and BYD, it has always focused on the innovation and development of lithium batteries. After so many years of effort, Lithium sub-battery ranks at the forefront of the world, and Lithium primary batteries lead the country in China. status. In addition, it also participated in the equity of electronic cigarette equipment manufacturer Simo International. Now the electronic cigarette industry is growing rapidly, and the gross profit margin and net profit margin of Smol International in 2019 were 44% and 29% respectively, and it has now entered the world's first-line tobacco customers.
Penghui Energy: Penghui Energy mainly produces secondary rechargeable batteries such as polymer lithium-ion, lithium-ion, nickel-hydrogen, and primary batteries such as lithium-iron, lithium-manganese, and zinc-air. The products are widely used in mobile power supplies, aircraft models, and new energy vehicle power. Batteries, car starting power, communication base station backup power, wind, and solar energy storage and home energy storage battery system solutions, and the first to achieve large-scale production, with independent intellectual property rights.
MANLY Battery: MANLY Battery is a high-tech enterprise integrating "R&D, production, and sales" focusing on "lithium battery cells and battery assembly", the modern standard workshop total span of 1,200,000 square meters, not only provide high quality lithium battery product with excellent services but also advanced lithium battery solutions, OEM & ODM service can be provided to meet customers' special request.
(2) Lithium ore
Ganfeng Lithium: The company was established in 2000 and built a lithium metal production base in 2003. It was listed on the Shenzhen Stock Exchange in 2010 and became the first listed company in China's lithium industry. In 2018, it completed its listing on the Hong Kong Stock Exchange. In recent years, Ganfeng Lithium has expanded the mining and extraction of lithium resources upwards, while also extending its battery production and recycling business downwards. In the past two years, its stock price has risen by 213%, and its market value has exceeded 100 billion yuan, putting Tianqi Lithium far away. the industry is left behind.
Tianqi Lithium Industry: The company is mainly engaged in the research and development, production, and sales of lithium series products. The predecessor, Shehong Lithium, was established in 1995. At the beginning of its establishment, the core raw material spodumene was purchased mainly from Sichuan, and since 1999, it has been purchased from Australia's Talison (Talison is the world's largest solid lithium ore producer, accounting for the world's largest lithium ore producer. 2/3 of the supply of pyroxene, accounting for about 30% of the global lithium resource market).
Yahua Group: Yahua Group takes civil explosives as its traditional business, and actively develops the domestic lithium hydroxide leader in the lithium industry, military industry, and new materials business. It entered the lithium industry in 2013 and successively controlled 37.25% of the equity of Sichuan Guoli Hexing. Sheng Lithium Industry. The Lijiagou spodumene mine controlled by Dexin Mining, a subsidiary of China Lithium, has proven lithium resources of 510,000 tons (calculated as lithium oxide), which is one of the largest lithium mines in Asia.
Shengxin Lithium Energy: The company's main business is the production and sales of new energy lithium battery materials. The main products are lithium concentrate, lithium carbonate, lithium hydroxide, lithium chloride, lithium metal, and rare earth products.
Rongjie Co., Ltd.: The main business is lithium ore mining and dressing, lithium salt and deep processing, nickel-cobalt lithium hydrometallurgy and deep processing, lithium battery cathode materials, lithium battery equipment, and other business sectors. BYD, a leading company in the new energy vehicle industry, is a related party of Rongjie, and Rongjie's series of layouts in the upstream of the new energy lithium battery industry chain are expected to form a synergistic connection with the BYD vehicle industry chain.
(3) Cobalt ore
Huayou Cobalt Industry: The company's technology development resources are concentrated in the best ternary cathode material customers in China. In the first half of the year, a variety of new products have gradually completed the certification and started mass production and continued to increase, helping domestic direct cathode customers to improve their global reputation. The market competitiveness and market share of energy terminal automobile manufacturers, expand the company's own precursor products in the overseas market channel of new energy vehicles and maintain the growth of share.
Hanrui Cobalt Industry: The company is mainly engaged in the research and development, production, and sales of metal cobalt powder and other cobalt products. With cobalt products as the core, the company has formed a process from the development and acquisition of raw material cobalt ore, to the processing and smelting of cobalt ore, to cobalt ore. The complete industrial process of intermediate products and cobalt powder is one of the few domestic enterprises with a complete industrial chain of non-ferrous metal cobalt.
CMOC: The company's main assets and businesses are located in Asia, Africa, South America, Oceania, and Europe. It is the world's leading producer of tungsten, molybdenum, cobalt, and niobium, an important copper producer, the second largest phosphate fertilizer producer in Brazil, and a wholly-owned subsidiary. Subsidiary Exxon is also the third-largest base metals trader in the world. CMOC is famous for its internationalization, forward-looking and innovative spirit among domestic mining enterprises, and has an international professional team.
(4) Diaphragm
Engine: Since the acquisition of Shanghai Enjie in 2018, Enjie has become the largest power lithium battery separator manufacturer in China, with a market share of about 40% in the domestic wet-process separator field and a global market share of 15%. In terms of domestic companies, CATL, Wanxiang, BYD, Guoxuan Hi-Tech, Funding Technology, and foreign companies such as LG Chem, Panasonic, and Samsung SDI are all major customers of Engine.
Xingyuan Material: The company is a national high-tech enterprise specializing in the research and development, production, and sales of lithium-ion battery separators in the field of new energy, new materials, and new energy vehicles. As the key material of lithium-ion battery, lithium-ion battery separator, together with a lithium-ion battery, is a new energy industry that governments give priority to support and develop. At present, the company is one of the few leading companies in my country that has entered the international market and provided separator products and technical services to internationally renowned lithium-ion battery manufacturers in batches, and has become one of the most influential lithium-ion battery separator suppliers in the world.
(5) Electrolyte
Tianci Materials: The company has significant advantages in integration, and liquid hexafluoride and new additives may bring new returns. The company's electrolyte business scale is the largest in the world, and overseas customers are expanding and landing. The company started the upstream integration of electrolytes very early. In 2011, it successfully produced crystalline lithium hexafluorophosphate. Through integrated development, its comprehensive competitiveness has been consolidated.
Xinzhoubang: The main business is the research and development, production, sales, and service of new electronic chemicals and functional materials. The main products include four series of capacitor chemicals, lithium battery chemicals, organic fluorine chemicals, and semiconductor chemicals.
Jiangsu Guotai: The company has two main businesses: supply chain services and the chemical new energy business. The chemical new energy business is mainly divided into three parts, one is Huarong Chemical's production of lithium-ion battery electrolyte and silane coupling agent; the second is the production of electrochemical products by Chaowei New Materials; the third is Guangzhou Libao, a joint investment by the company and Guoguang Electric. Production of cathode materials.
Polyfluoride: The company's lithium hexafluorophosphate is widely used in domestic mainstream electrolyte manufacturers, and is stably exported to South Korea, Japan, and other foreign markets. From January to August this year, the installed capacity of the company's ternary soft pack battery was 394.3MWh, with a market share of 12%, ranking third. gradually decrease.
(6) Positive pole
Dongsheng Technology: The leading enterprise of domestic lithium battery cathode materials. The world's top ten lithium battery giants are all corporate customers. Lithium battery products are the most widely used, from smartphones, power tools, electronic cigarettes, drones, etc., to new energy vehicles, there are Dangsheng Technology. In terms of export, for two consecutive years, it has become the first enterprise in the export volume of domestic power multi-materials.
Rongai Technology: Rongbai Technology, which is engaged in the research and development, production, and sales of lithium battery cathode materials and their precursors, has grown into a domestic giant in the field of cathode materials in just 5 years and is currently the only high-nickel ternary cathode in China. The invisible champion with material mass production of more than 500 tons.
(7) Negative pole
Putailai: The company focuses on the core research and development of core materials and process equipment upstream of lithium batteries, and always aims at the mid-to-high-end market. In the end, Putailai quickly gained the market and entered the high-end customer market in a short period of time. Recognized by major customers such as BYD, Samsung, and LG Chem.
Shanshan Co., Ltd.: Shanshan Co., Ltd. is mainly engaged in the production and operation of apparel, lithium-ion battery materials, and solar battery materials. Shanshan is the first to layout the lithium battery material sector, and the negative electrode, positive electrode, and electrolyte have developed in an all-round way. The company has six anode production bases across the country, with a built-in production capacity of 154,000 tons per year, and its shipment volume ranks second in the industry after Betray.
(8) Structural parts
Kodali: Since its establishment, Kodali has insisted on positioning in the high-end market, adopted the strategy of key customers in key areas, and achieved sustained and rapid development of the company through close cooperation with key customers. From the perspective of market share, five domestic battery companies with the highest installed capacity, including CATL, BYD, Lishen Battery, Yiwei Lithium, and AVIC Lithium, are all customers of Kodali. At the same time, Kodali's overseas customers also includes Japan and South Korea international battery giants such as Panasonic, LG Chem, and Samsung SDI, basically including the top companies in the current domestic and foreign power battery installed capacity.
(9) Equipment
Pioneer Intelligence: The company mainly provides equipment and solutions for manufacturers of energy-saving, environmentally friendly, and new energy products such as film capacitors, lithium batteries, photovoltaic cells/modules, etc. It has been deeply engaged in the field of lithium battery equipment for many years and has the ability to supply a single machine and whole line. R&D personnel accounts for more than 35%, and the technical advantages are obvious. At present, it has been deeply bound to the first-line battery companies at home and abroad.
(10) Others
Defang Nano: The company is mainly engaged in the development of nano-scale lithium-ion battery material preparation technology, and the production and sales of related products, mainly including nano-lithium iron phosphate, carbon nanotube conductive liquid, etc.
Jiayuan Technology: Jiayuan Technology is engaged in the research, production, and sales of various high-performance electrolytic copper foils. The main products are ultra-thin lithium battery copper foil and ultra-thin lithium battery copper foil. Mainly used as the negative current collector of lithium-ion batteries, it is an important basic material in the lithium-ion battery industry and is ultimately used in new energy vehicles, 3C digital products, energy storage systems, communication equipment, automotive electronics, and other terminal applications. At present, the company has established long-term cooperative relations with well-known battery manufacturers such as Ningde Times, Ningde New Energy, BYD, etc., and has become its core supplier of lithium battery copper foil, occupying more than 35% of the market share of high-grade electronic copper foil for lithium-ion batteries.
Tianna Technology: Tiannai Technology holds the domestic "first" in many industries. At present, the company is the largest carbon nanotube manufacturer in China and is a global leader in the field of carbon nanotubes and related composite materials. In addition, in the field of lithium batteries, the company's customers include BYD, ATL (new energy technology), Funding Technology, and other domestic first-class lithium battery manufacturers, changing the situation that my country's lithium battery enterprises rely on imports of conductive agents
