At present, the global lithium battery industry presents a three-legged pattern of China, Japan and South Korea. Combining the two rankings, the competitive echelons of the global and Chinese lithium battery industry are as follows:
The three major international giants are Japan's Panasonic, LG Chem, and Samsung SDI;
The first echelon in China is CATL and BYD;
The second echelon in China is Guoxuan Hi-Tech, BAK Battery, MANLY Battery Funeng Technology and Yiwei Lithium Energy
1. Ranking of Chinese Lithium Battery Brands
The competition pattern of China's lithium battery industry: the industry is reshuffled fiercely and concentrated on the leader
The industry reshuffle pattern is fierce, and the industry chain companies usher in a "big wave to wash the sand" screening.
1. LARGE
Dongguan Juda Electronics Co., Ltd.
A well-known domestic lithium battery manufacturer and a national high-tech enterprise, it provides "ultra-reliable and ultra-safe" lithium battery customized solutions and products. The voltage, capacity, size, shape, and function of lithium battery packs can be flexibly customized to meet customers' personalized electricity needs.
Juda's key products: special lithium batteries, low-temperature lithium batteries, explosion-proof lithium batteries, power/energy storage lithium batteries, medical lithium batteries, 18650 lithium batteries, lithium iron phosphate batteries, etc.
Jin Hongshun (603 922) and Bangbao Puzzle (603 398), which started in October, have now doubled, and I reminded you some time ago that Daikin Heavy Industry (002 487) and Mindong Electric Power (000 993) also eat both. A wave of meat, this is enough to prove the author's strength! I recently picked a very special defensive stock that is likely to be this year's big waist!
The stock has the following characteristics:
1. Authentic concept beneficiary shares;
2. It is not over-hyped, and there is no trapping plate above;
3. The company has a moat, and its main net profit leads the industry;
4.8 well-known institutions give "buy" or "overweight" stocks.
Because the stock is too strong! Friends who need to understand the strategy can pay attention to it - Gongxiao: (Legend of the Dark Horse), just make a "list", the cow has a strong demand for rebound technically, and is still testing at a low level, and there is news to stimulate in the short term, obviously In the startup state, choose the opportunity to go in, and then sit and wait for takeoff!
2. CATL (Ningde Times New Energy Technology Co., Ltd.)
Founded in 2011, Green Energy Application provides an energy storage solution provider, large-scale production and sales enterprise integrating R&D/production of power battery systems for pure electric vehicles/hybrid electric vehicles
3. BYD (BYD Co., Ltd.)
Founded in 1995, it is a well-known brand in the domestic new energy vehicle field.
4. Guoxuan Hi-Tech (Guoxuan Hi-Tech Co., Ltd.)
Founded in 2006, it is a supplier and service provider of battery materials and battery cell design processes. It is a listed company specializing in the research and development, production and operation of new lithium-ion batteries and their materials.
5. Lishen LISHEN (Tianjin Lishen Battery Co., Ltd.)
Founded in 1997, it is a green energy solution provider for all applications, focusing on the R&D and production of various lithium batteries, and is positioned as an international high-end supporting/technical quality enterprise
6. EVE (Huizhou Yiwei Lithium Energy Co., Ltd.)
A smart interconnected energy solution provider integrating lithium primary batteries/lithium ion batteries/power systems/electronic cigarettes and other core businesses, with products covering smart grid/smart transportation/smart security/storage/new energy vehicles and other industries
7. AVIC Lithium Battery CALB (AVIC Lithium Technology Co., Ltd.)
Under the China Aviation Industry Corporation, Chengfei Integrated Holdings is a high-tech enterprise specializing in the research, production, sales, and market application development of lithium-ion power batteries, battery management systems, energy storage batteries, and related integrated products and lithium battery materials. To provide global customers with complete product solutions and complete life cycle services.
8. BAK BAK (Shenzhen BAK Power Battery Co., Ltd.)
Founded in 2001, it provides polymer cells/battery packaging/battery solutions, etc., and is a high-tech enterprise integrating R&D, production, and sales of lithium-ion cells
9. Desay battery (Huizhou Desai Battery Co., Ltd.)
Founded on October 22, 2002, it is a large-scale secondary lithium-ion battery combination packaging enterprise. Its products are widely used in smartphones, notebook computers, medical equipment, mobile speakers, IoT terminals, electric bicycles, balance vehicles, car start-stop, UAV, energy storage, and other terminal products and equipment.
10. MANLY Battery (Shenzhen MANLY Battery Co., Ltd.)
MANLY Battery is the world's leading producer and innovator of lithium batteries. It is committed to providing high-quality rechargeable lithium battery cells, packaging, and system integration solutions. Technology, production capacity, and services are at the world's leading level. The company is a non-listed company, headquartered in Shenzhen, and its subsidiaries are located in Dongguan City, Guangdong Province, and Ningde City, Fujian Province, China. With huge investment in R&D and advantages of professional talents, MANLY Battery continues to promote the advancement of technology and achieves industry leadership through technical advantages such as materials, structures, processes, charging methods, and system design.
2. List of foreign lithium battery brands
Panasonic (Matsushita Electric (China) Co., Ltd.)
Starting in 1918, it is affiliated to Japan's Panasonic Electric Industrial Co., Ltd., involving home appliances, digital audio-visual electronics, office products, aviation, and many other fields. It is a comprehensive electronic technology enterprise group specializing in the production and sales of various electrical products.
LG Chem
Established in 1947, it is affiliated to baiLG Group, one of the three major Korean companies, and is now the largest comprehensive chemical company in Korea leading the Korean chemical industry.
Main business: power lithium battery, basic materials, information electronic materials, biochemistry.
Company advantages: Korea's first mass-produced lithium-ion batteries, with world-leading technical strength, dominate the market in the fields of automotive batteries, ESS batteries, and mobile device batteries.
Samsung (SDI)
With 12,000 employees, its R&D centers are located in Korea and Japan. Russia and other countries also have offices in Taiwan, Germany, Malaysia, India, Vietnam, and other places, and it is the top lithium battery manufacturer in the world.
Main business: small lithium-ion batteries, ESS, automotive batteries, electronic materials.
Company advantage: Lithium-ion battery cooperative relations have been established with many manufacturers in the world, such as Volkswagen Group, BMW, etc.
Sony (SONY)
A world-renowned large-scale comprehensive multinational enterprise group in Japan, established in May 1946, is one of the largest electronic product manufacturing companies in the world. In July 2016, Murata Manufacturing acquired the Sony Battery Division.
Main business: video game consoles, digital accessories, electronic components, professional systems.
Company advantages: Sony is the originator of lithium batteries. The company released the first commercial lithium battery in 1991, and lithium batteries began to become the power source of electronic products.
SK INNOVATION
Founded in 1962, its predecessor, Daehan Petroleum Corporation, was the first oil refining company in South Korea. Currently, SKI is the largest petrochemical group in South Korea. The company is widely deployed in the fields of energy, chemistry, and new materials.
Main business: oil development, battery
Company advantages: It has the core technology of power lithium battery separator, the third manufacturer in the world to develop lithium battery separator, and also has the patented low shrinkage and heat resistance technology of separator manufacturing, which has been put into use in electric vehicles since 2008; Mitsubishi Battery supplier for Fuso, Mercedes-Benz, Hyundai, Kia.
AESC
Founded in 1994, it is a joint venture between Nippon Motors Corporation (Japan), Nippon Electric Corporation (NEC), and NEC Tokin Co., Ltd. (NEC Tokin).
Company advantage: Compared with the current nickel-metal hydride battery, the lithium battery developed by AESC can provide nearly twice the power capacity, and the unique laminated structure also makes the lithium battery module lighter and more practical.
A123 Systems
An American company specializing in the development and production of lithium-ion batteries and energy storage systems. It was established in 2001 and now has more than 2,000 employees worldwide. It was acquired by Wanxiang Group in 2013.
Main business: battery, module, system
Company advantage: Lithium-ion batteries lead the lithium-ion battery market with high power and high energy density, long life, and excellent safety performance.
