2016 China's lithium battery cathode materials annual competitiveness top 10 list

On November 6th, the 2016 China Lithium Battery Industry Chain Annual Competitive Brands List, jointly researched and released by CCID Consulting and China Battery Network , released 50 companies including cathode materials, anode materials, electrolytes, separators and power batteries. On the list.

It is reported that the list has been widely concerned by industry and capital since the launch of CCID Consulting and China Battery Network. In the past three years, the annual survey and survey of the list has been based on the principles of fairness, independence and transparency, not only the scale, but also the production. Not the only system. The 2016 annual competitive brand list covers the five major industry segments of cathode materials, anode materials, electrolytes, separators and power lithium batteries in the lithium-ion battery industry. The launch of the list has been followed by nearly one year of follow-up research, continuous attention, and field Interviews and telephone communication were weighed and analyzed from the aspects of production capacity, sales revenue, innovation capability, growth rate, system management, brand marketing, and supply chain management.

List Top10

Wu Hui, general manager of CCID Consulting's New Energy Vehicle Research Center and deputy secretary general of the "Davos" Academic Committee of Lithium Power, said that the single figures are due to different statistical calibers, different institutions, different starting points, and different data usage. We have different opinions and opinions when evaluating the competitiveness of a company. In fact, the company's fundamental is to create profits, achieve value, and verbally say nothing to represent the market. The lithium battery industry, especially the power battery, has experienced rapid development in the new energy automobile industry since 2014. At present, the capacity expansion is rapid, but the safety hazards and quality management, customer reputation are not satisfactory, so how to treat a company, a brand and The overall competitiveness of this company requires a combination of factors and conditions to consider.

1. Hunan Shanshan New Material Co., Ltd.

Competitive Ranking: NO1

company profile:

The main products of Shanshan Energy are lithium cobalt oxide, lithium manganate and ternary materials. Shanshan Energy currently has a production capacity of 28,000 tons of various positive electrode materials. Its main customers include ATL, BYD, Panasonic, and Lishen batteries. It is the world's largest producer of lithium battery cathode materials. In the first half of 2016, the company achieved operating income of 1.118 billion yuan.

Reasons for the list: Shanshan Energy is the industrial platform for the lithium battery cathode material of Shanshan Group, and it has formed effective synergy and complementary effects with the electrolyte and anode materials in the group. In particular, the layout of Shanshan's new energy automobile industry chain has laid the foundation for the development of Shanshan Energy. After the listing of the new Sanban Board of Shanshan Energy in 2016, it became an investment potential enterprise with a very high scale and profit.

2. Peking University First Technology Industrial Co., Ltd.

Competitive Ranking: NO2

company profile:

Peking University was founded in 1999 by Dongsheng Investment and Peking University. It currently has a lithium iron phosphate production base in Xining and a Taian cathode material production base with a capacity of 15,000 tons. The main customers are Powerful Battery, CATL, ATL, Ha Guangyu, and Veken. Essence and so on. The company has developed a variety of cathode materials based on Qinghai Salt Lake resources, such as lithium cobaltate, lithium iron phosphate and ternary materials. At the same time, the company has also developed in the research and development direction of electric vehicles and energy storage batteries. In 2015, the company's revenue was 718 million, net profit was 160,000 yuan, and revenue in the first half of 2016 was 540 million. It is estimated that the annual sales will reach 1.1 billion.

Reasons for the list: Peking University not only laid out the battery cathode material, but also involved in the research and development, production, sales and service of electric vehicles and energy storage battery packs. Through strategic cooperation with downstream customers such as Ningde Times and Pride, the layout of customers such as Lishen Battery, Haguangyu and Veken Essence has been accelerated. With the rise of the new energy vehicle market, Peking University has been expanding its production capacity. The cathode materials such as lithium cobaltate, lithium iron phosphate, ternary materials and even separators have been laid out, showing a multi-point development.

3. Xiamen Tungsten Industry Co., Ltd.

Competitive Ranking: NO3

Company Profile: Xiamen Tungsten Industry Co., Ltd. was established in 1997. It mainly includes tungsten, molybdenum, rare earth, new energy materials and real estate. In 2012, it accelerated the layout in the field of cathode materials. Currently, the products cover lithium cobalt oxide, ternary materials and manganic acid. Lithium and lithium iron phosphate. The existing production capacity is 16,000 tons/year, of which lithium manganate is 1000 tons/year, lithium cobaltate is 4,500 tons/year, ternary material is 10,000 tons/year, and lithium iron phosphate is 500 tons/year. Major customers include Panasonic, CATL, Samsung SDI, LG and other large lithium-ion battery manufacturers. In 2015, the company sold 7,200 tons of cathode materials and its operating income was 1 billion yuan. In the first half of 2016, the operating income was 818 million yuan, a year-on-year increase of 127.94%; the gross profit was 58.728 million yuan, an increase of 38.066 million yuan.

Reasons for the list: Xiamen Tungsten entered the field of battery materials in 2003, and continuously expanded the types of cathode materials, eventually forming a comprehensive layout of lithium cobaltate, lithium manganate, lithium iron phosphate, and multi-component composite materials. High-end product positioning, through the determination of the ternary system cathode material technology route, successfully developed and mass-produced the ternary system cathode material, and jumped into one of the largest suppliers of ternary system materials, and continued to develop into ternary high-nickel materials. . In the future, the business will gradually increase the investment in cathode materials, and will eventually form a production capacity of 40,000 tons of cathode materials per year, and the development prospects will be clear.

4. Ningbo Jinhe Lithium Battery Co., Ltd.

Competitive Ranking: NO4

company profile:

Ningbo Jinhe's predecessor was Ningbo Jinhe New Materials Co., Ltd. In 2014, it cooperated with Rongbai Holdings to reorganize and established Ningbo Jinhe Lithium Battery Co., Ltd. (Rongbai Materials). Committed to building a lithium battery recycling industry chain, it has already launched a number of mergers and acquisitions in the field of lithium and lithium materials at home and abroad. The company has holding subsidiaries such as Jishi Energy Co., Ltd. (Korea), EMT (Korea), and Hubei Yanguang Technology Co., Ltd. The company is also a shareholder of Town Mining Resource Co., Ltd (Korea). The company's current lithium battery positive ternary materials total capacity of 12,000 tons / year, ternary precursors total production capacity of 20,000 tons / year. Major customers include Samsung SDI, LG, ATL and more. In the first half of 2016, the operating income of Ningbo Jinhe Lithium Materials was approximately RMB 500 million.

Reasons for the list: After Ningbo Jinhe was integrated, it has always been a company with industrial integration thinking. Its investment and integration in the lithium battery cathode material industry chain laid a good foundation for its later development. In addition, the cooperation with Korean companies laid the foundation for Ningbo Jinhe's technological leadership. Ningbo Jinhe later will become a real "dark horse".

5. Hunan Ruixiang New Materials Co., Ltd.

Competitive Ranking: NO5

company profile:

Hunan Ruixiang products include lithium cobaltate, ternary materials, lithium manganate, cobalt oxide, ternary precursors, manganese sulfate, cobalt sulfate and the like. At present, it has a positive electrode material capacity of 15,000 tons / year. Major customers include Samsung SDI, LGC, SKI, Toshiba, Lishen Battery, BYD and so on. In the first half of 2016, Hunan Ruixiang's operating income was about 900 million yuan.

Reasons for listing: Hunan Ruixiang is the first cathode material manufacturer to enter the international market, with many international and domestic customers. However, with the listing of domestic competitors or the acquisition by listed companies, Hunan Ruixiang's development speed is relatively backward. In 2016, its choice and joint venture with Golden Eagle shares is also fully aware of the importance of capital to enterprise development.

6. Guizhou Anda Technology Energy Co., Ltd.

Competitive Ranking: NO6

company profile:

The main products of Anda Technology include iron phosphate and lithium iron phosphate. Currently, it has a capacity of 15,000 tons/year of iron phosphate and 5,000 tons/year of lithium iron phosphate. The main customers of Anda Technology Lithium Iron Phosphate include BYD, ZTE, CATL, AVIC Lithium, etc. The main customers of iron phosphate include BYD and Guoxuan Hi-Tech. In the first half of 2016, the company achieved operating income of 490 million yuan, a year-on-year increase of 743.99%.

Reasons for the list: As a new three-board listed company, Anda Technology achieved a 7-fold increase in operating income in 2016, and its valuation also rapidly increased to 3.6 billion. The multiple issuance financing of the New Third Board has laid a capital foundation for its rapid growth. With the advancement of its independent IPO, the competitiveness of Anda Technology will be increasingly enhanced.

7. Beijing Dangsheng Material Technology Co., Ltd.

Competitive Ranking: NO7

company profile:

Dangsheng Technology was established in 2001 and successfully landed on the GEM in April 2010. It is a domestic manufacturer of cathode materials for lithium-ion batteries . Its main products include lithium cobalt oxide, multi-materials and lithium manganate. The existing production capacity is 10,000 tons and the capacity under construction is 4,000 tons. Major customers include Sanyo Energy, LG Chem, Samsung SDI, BYD and Shenzhen BAK. In 2016, the revenue was 553 million, a year-on-year increase of 62.14% and a net profit of 36.52 million.

Reasons for the list: Dangsheng Technology uses capital operation to gradually increase investment in ternary power battery cathode materials. Previously, it cooperated with Korea GSE Group to develop NCA materials. The wet and fire technologies are leading domestically and can quickly launch series. Diversified materials, currently developing high-nickel power multi-materials, and achieving mass sales to international customers. In terms of capital operation, through the acquisition of Zhongding Hi-Tech, the company's overall profitability has been improved, and the funding channels have been broadened to accelerate the deployment of lithium-ion materials.

8. Hunan Shenghua Technology Co., Ltd.

Competitive Ranking: NO8

company profile:

Shenghua Technology is mainly engaged in research, development, production and sales of lithium ion battery cathode materials for lithium iron phosphate and ternary materials. The company currently has a capacity of 6,000 tons of lithium iron phosphate and 2,000 tons of ternary materials. The company plans to build a new cathode material production base in Yichun, Jiangxi, and the first phase has been put into production. In 2015, the company's cathode materials revenue was 260 million yuan. In the first half of 2016, the company's cathode materials revenue was about 250 million yuan. The company's main customers include Watmar, Ha Guangyu, AVIC Lithium, Nandu Power, Henan Xintaihang and so on.

Reasons for the list: Shenghua Technology, as a domestic producer of lithium iron phosphate-based cathode materials, benefited from the explosive growth of domestic lithium iron phosphate batteries , and Shenghua Technology ushered in a rapid growth of 200% in 2015. In the first half of 2016, the company was wholly-owned by the listed company Fulin Seiko for a price of 2.1 billion yuan, and has since embarked on the road of relying on capital development.

9. Tianjin Bamo Technology Co., Ltd.

Competitive Ranking: NO9

company profile:

The main products of Bamo Technology are cathode materials such as lithium manganate, lithium cobalt oxide, ternary materials and lithium iron phosphate. The first major shareholder is China Energy Conservation, which is one of the enterprises controlled by China Energy Conservation and Environmental Protection Group. Bamo Technology currently has a production capacity of 10,000 tons of various positive electrode materials. Its main customers include BYD, Lishen Battery, Samsung, LG, Haguangyu and Vico. In the first half of 2016, Bamo Technology's operating income was approximately 450 million yuan.

Reasons for the list: Compared with other companies, the Bamo technology market is mainly concentrated in the field of 3C digital batteries. Because Bamo Technology has failed in IPOs, its development speed is obviously behind its competitors. Later, it was included in China Energy Conservation, and it has tried to cooperate with a number of listed companies, but there has been no substantial progress. In the future, Bamo Technology needs to work hard on capital operation.

10. Hunan Changyuan Lithium Co., Ltd.

Competitive Ranking: NO10

company profile:

As a member company of China Minmetals Corporation, Longyuan Lithium is dedicated to the research and development and production of lithium battery cathode materials such as lithium cobaltate, lithium manganate and ternary. It currently has a production capacity of 6,000 tons of cathode materials, and its main customers include BYD and CATL. In the first half of 2016, Long-term Lithium achieved sales revenue of 410 million yuan.

Reasons for the list: Long-term lithium is the industrial platform of the battery industry of listed companies, and it has certain competitive advantages in financing capabilities. In addition, its main product ternary materials represent the development trend of future power battery cathode materials, especially its technical conditions for industrial mass production in the field of NCA materials, which have been obtained by Tianjin Lishen, Shenzhen Zhuoneng and Shenzhen Chuangming. Pilot sample test.

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