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Ternary polymer lithium batteries refer to lithium batteries that use nickel cobalt manganese oxide (Li (NiCoMn) O2) ternary positive electrode materials as the positive electrode material. The precursor product of ternary composite positive electrode materials is made of nickel salts, cobalt salts, and manganese salts as raw materials, and the proportion of nickel, cobalt, and manganese can be adjusted according to actual needs. Batteries with ternary materials as the positive electrode have higher safety compared to lithium cobalt oxide batteries, but the voltage is too low. When used in mobile phones (the cut-off voltage of mobile phones is generally around 3.0V), there will be a significant feeling of insufficient capacity.
The rapidly developing pure electric logistics vehicle market is becoming a powerful engine driving the further development of the power battery market. According to data released by the Ministry of Industry and Information Technology, in 2015, the production of new energy special vehicles was 47800, of which the production of pure electric logistics vehicles was 44500, accounting for 93%. Some institutions predict that the electric logistics vehicle market will be in a rapid growth stage from 2016 to 2018, and it is expected that the domestic production will reach 100000 vehicles in 2016, with a compound growth rate of over 50%; The production of electric logistics vehicles will reach 320000 units in 2020.
At present, more and more electric logistics vehicles are adopting ternary material batteries, mainly due to their advantages of high energy density, long cycle life, low cost, and conducive to vehicle lightweighting. They can effectively solve the "last mile" problem of urban logistics, and this has led to the trend of electric logistics vehicles transitioning from lithium iron phosphate to ternary technology.
Under the prosperity of the industry, it is easy for related listed companies to benefit, and the core component of ternary material batteries is the ternary positive electrode material, which accounts for about 40% of the total cost. The listed companies involved in ternary positive electrode materials in the current A-share market are summarized as follows:
Summary of Three Element Lithium Battery Listed Companies
Dangsheng Technology is a group company mainly engaged in the research and production of new energy materials. Founded in 2001, it has maintained a good development momentum since entering the lithium battery cathode material business. It has become the first supplier of lithium battery cathode materials for export in China and has established stable business cooperation relationships with the top six global lithium battery giants. It is one of the leading enterprises in the domestic lithium battery cathode material industry.
At present, Dangsheng Technology is the only company in China that produces NCM622 (nickel cobalt manganese) energy products. Compared with existing products in the industry, the company's products have a longer cycle life and are in short supply. This product is mainly used in the field of new energy vehicle power batteries. The company has high-quality customer resources for lithium positive electrode materials, covering three regions: China, Japan, and South Korea. The main customers include Samsung SDI, LG Chem sony、 BYD and other top domestic and international lithium battery manufacturers.
In addition, Dangsheng Technology has taken the lead in developing high nickel power multi-element materials for automobiles in China, becoming one of the only three positive electrode material enterprises in the world with the ability to mass produce high nickel multi-element materials for automobiles, filling the gap in the domestic market in the field of high nickel multi-element materials for automobiles.
Zhonghe Shares was originally a company mainly engaged in the development, production, and sales of mid to high end cotton casual clothing fabrics, but has now shifted towards new energy businesses such as lithium batteries.
Shenzhen Tianjiao Development Technology Co., Ltd., a subsidiary of Tianjiao, is one of the leading companies in China's ternary cathode materials industry. However, due to relocation in 2015, Tianjiao's operating rate was insufficient, resulting in a decline in performance. At present, the relocation of Shenzhen Tianjiao is underway, and it is planned to build a power battery cathode material nickel cobalt manganese oxide lithium industrialization base in Lingang Small and Medium sized Enterprise Park, Guanyun County, Lianyungang City, Jiangsu Province. The project will be divided into two phases to construct a production line with an annual output of 10000 tons of power lithium-ion battery cathode materials, with a construction period of 6 months/stage.
In January 2016, Shandong Linyi Jieneng New Energy Materials Co., Ltd., a wholly-owned subsidiary of Zhonghe Co., Ltd., started production of 1500 tons/year ternary cathode materials. At the same time, in the first half of 2016, the construction project of the nickel cobalt manganese oxide lithium industrialization base for power battery cathode materials in Lianyungang, Jiangsu Province has completed the first phase of the NCM (nickel cobalt manganese) ternary cathode material construction (with a production capacity of 3500 tons/year) and will officially start production in the second half of the year. The second phase of construction will be completed by the end of 2016, and it is expected to form a total of 10000 tons/year of ternary positive electrode material production capacity by early 2017 (Zhonghe Shares holds 70% equity of Shenzhen Tianjiao, so the future planned equity production capacity is 8500 tons/year).
Greenmei is an enterprise mainly engaged in recycling and utilizing waste cobalt and nickel resources, producing and selling ultrafine cobalt and nickel powder materials. The company's main products include ultrafine cobalt powder, ultrafine nickel powder, nickel alloys, ultrafine cobalt powder, ultrafine nickel powder, etc.
Although the company currently does not have any production capacity for ternary positive electrode materials, it initiated a series of ternary positive electrode material projects in November 2015, including an annual production of 5000 tons of nickel cobalt aluminum (NCA) ternary power battery material precursor raw materials project, an annual production of 10000 tons of nickel cobalt manganese oxide lithium ternary positive electrode materials project for power batteries, and an annual production of 10000 tons of nickel cobalt manganese (NCM) ternary precursor raw materials project.
Although the construction periods of the above projects are 1 year, 18 months, and 2 years respectively, by the end of 2017, the company will officially establish a large-scale and relatively complete product system manufacturing base for positive electrode raw materials and materials of automotive ternary power batteries in China.
At present, the company has signed a strategic supply agreement with Far East Foster New Energy Co., Ltd. for ternary positive electrode materials for power batteries, with a contract amount of approximately 450 million yuan and a contract period of one year; At the same time, a strategic cooperation framework agreement was signed with Tianjin Jiewei Power Industry Co., Ltd. for ternary positive electrode materials for power batteries, with a contract amount of approximately 770 million yuan and a contract period from 2016 to 2018.
In addition, on May 30, 2016, Greenmei announced that its wholly-owned subsidiary, Jingmen Greenmei New Materials Co., Ltd., plans to invest 358 million yuan to build a production line with an annual output of 40000 tons of nickel sulfate, a raw material for power batteries, to meet the company's strategic development needs for nickel cobalt manganese (NCM) and nickel cobalt aluminum (NCA) materials, as well as the future market demand for power battery materials.
At present, the stock prices of the listed companies mentioned above have all performed relatively well. However, considering the future development prospects of the ternary materials industry, these companies are still worth investors' long-term attention.
raw material:
1. Huayou Cobalt Industry: The company mainly produces cobalt products such as cobalt trioxide, cobalt oxide, cobalt carbonate, cobalt hydroxide, cobalt sulfate, as well as copper products such as electroplated copper and crude copper. Cobalt products are mainly used in the fields of lithium-ion battery cathode materials, special aerospace high-temperature alloys, hard alloys, color glazes, magnetic materials, rubber adhesives, and petrochemical catalysts.
The company actively follows up with the world's most cutting-edge ternary materials and international customers who are relatively leading in this field to implement high-end breakthroughs. It has developed various types of ternary precursor products such as 523622811333, and some products have achieved mass production, with steady improvement in output and quality.
The company also owns overseas cobalt mines.
2. Hanrui Cobalt Industry: The company is mainly engaged in the research and development, production, and sales of metal cobalt powder and other cobalt products. It is a high-tech enterprise with independent research and innovation capabilities. Its main products include cobalt powder, electrolytic copper, and cobalt concentrate
Leading domestic cobalt powder enterprise
3. Luoyang Molybdenum Industry: On the evening of May 15, 2016, the company announced its intention to acquire $2.65 billion in assets and obtain a 56% stake in TFM, in order to gain control over TFM. The TenkeFungurume mining area owned by TFM is one of the largest and highest grade copper and cobalt minerals in the world, and also the largest foreign investment project in the Democratic Republic of Congo
4. Greenmei: The company has an electronic waste treatment and plastic wood profile recycling factory in Shenzhen, and a 600 acre recycling industrial park in Hubei. It processes over 50000 tons of various waste batteries, electronic waste, and cobalt nickel waste resources annually, and recycles over 7000 tons of high-tech products such as ultrafine cobalt nickel powder and plastic wood profiles. It is an industrial base for the recycling and low-carbon resource utilization of electronic waste, waste batteries, and waste cobalt nickel resources in China, and has established a high-end recycling model of "waste collection - recycling product recycling - replacing imported products - industry famous brand products".
At the same time, the company completed the equity acquisition of Kailike, improved its cobalt product line, and expanded downstream products to include electroplated cobalt, lithium cobalt oxide, nickel cobalt manganese oxide, etc., connecting the circular industry chain from waste batteries and scrapped battery materials to the manufacturing of new energy battery materials. The company's high-performance nickel cobalt manganese ternary battery material project for power batteries will establish a production base with an annual output of 5000 tons of nickel cobalt manganese ternary power battery materials and 2000 tons of battery grade spherical cobalt hydroxide, along with supporting measures.
Positive pole:
1. Dangsheng Technology: Positive electrode faucet. The company's main business belongs to the field of new energy materials, and its main business scope includes the research and development, production, and sales of small lithium batteries, power lithium battery cathode materials such as lithium cobalt oxide, multi-element materials, and lithium manganese oxide. It is a leading professional supplier of lithium-ion battery cathode materials in China
The company disclosed on the exchange's interactive platform that it has developed multiple lithium-ion positive electrode materials suitable for power vehicles, which are currently undergoing testing at customer sites. The company currently has two power type multi-component materials that have been mass-produced and are suitable for use in electric tools
2. Shanshan Co., Ltd.: As the largest comprehensive supplier of lithium-ion battery materials in China, the company has formed a mature and complete product system of lithium-ion battery materials, covering lithium battery positive electrode materials, positive electrode material precursors, negative electrode materials, and electrolyte products.
In terms of capacity improvement, Shanshan Energy's project with an annual output of 5000 tons of ternary precursors and 5000 tons of ternary materials in Shizuishan City, Ningxia has been completed and put into operation. The production line is positioned as a leading battery manufacturer both domestically and internationally, with high automation level and advanced and stable processes.
Shanshan Energy has a total production capacity of 33000 tons, making it the world's largest producer of positive electrode materials
3. Xiamen Tungsten Industry: The company is involved in the production, sales, and research and development of other energy new materials such as lithium battery materials. The company actively develops the energy new materials industry, including rare earths. The company has become a key enterprise in the domestic battery materials industry, with a production capacity of 5000 tons of hydrogen storage alloy powder and 6000 tons of various lithium-ion positive electrode materials. The production and sales volume of battery materials has ranked among the top three in China, and the market share of hydrogen storage alloy powder products has been ranked first in China for many consecutive years; In December 2016, the wholly-owned subsidiary of the company, Xiamen Tungsten New Energy, and Mindong Electric Power jointly established Ningde Xiamen Tungsten New Energy Materials Co., Ltd. They jointly invested in the construction of a 20000 ton annual production line for lithium-ion ternary materials for vehicles, mainly producing and selling high nickel ternary materials. The registered capital of the joint venture company is 1.3 billion yuan, with Xiamen Tungsten New Energy contributing 910 million yuan, accounting for 70%.
4. Keheng Co., Ltd.: In 2016, the company's new product, lithium-ion positive electrode material 532 ternary material, achieved a breakthrough during the reporting period and achieved mass production; 622 ternary materials have completed partial customer certification, laying a solid foundation for the company's positive electrode material products to enter the new energy vehicle industry chain; The wholly-owned subsidiary Haoneng Technology has entered the stage of fully replacing old equipment with new products such as double-layer high-speed continuous extrusion coating machines, high-speed continuous rolling machines, and high-speed continuous slitting machines.
Lithium battery separator:
1. Buddha Sculpture Technology: Diaphragm faucet
Jinhui Company, which holds 32.13% of the shares, has a production capacity of 12 million square meters per year for ion dialysis microporous membranes used in lithium batteries. As one of the units undertaking the National 863 New Energy Vehicle Project, Jinhui Company's main task is to upgrade mobile phone battery separators to automotive battery separators. In October 2009, Jinhui Company invested a total of 105 million yuan to expand the lithium-ion battery separator project, which is expected to increase the production capacity of lithium-ion battery separators by 45 million square meters (about 542 tons). It is expected to increase annual sales revenue by 229 million yuan and post tax profit by 62.5 million yuan after production. In March 2011, Jinhui Company invested 127 million yuan to build the third phase of the lithium-ion battery separator project. As of the end of 2013, the Phase II project of lithium-ion battery separator has been put into operation. In December 2012, Jinhui Company invested 58.2732 million yuan to build supporting projects for the second and third phases of lithium battery separators. In 2013, Jinhui Company had a revenue of 143 million yuan and a net profit of 29.9512 million yuan.
3-yuan battery pack/cell:
1. Guoxuan High Tech: Guoxuan High Tech is one of the earliest domestic enterprises engaged in independent research and development, production, and sales of lithium-ion power batteries (packs) for new energy vehicles; On the evening of March 20, 2017, it was announced that the subsidiary had signed a 3GWH (approximately 1 billion AH) 32131 cylindrical battery project with the Lujiang County People's Government, with a total investment of 2 billion yuan. The first phase of the project plans to build a new 1GWH battery project, with an investment of 1 billion yuan. The main project is scheduled to start construction in June 2017 and strive to be completed and put into operation before the end of 2017.
The company's production capacity has steadily increased, achieving a battery pack production of 635.71 million Ah, a year-on-year increase of 95.33%; Optimize product structure, complete the construction of VDA standard ternary battery production lines in Hefei and Qingdao, and smoothly put them into operation; In response to the rapidly developing market demand, the company has launched the construction work of Tangshan Company, and the new production line is expected to be put into operation in 2017. During the reporting period, the company implemented lean production, with the lithium iron phosphate battery production line achieving modular automation, the VDA standard ternary battery production line achieving full line automation, and the PACK production line achieving high automation, improving production efficiency and reducing production costs.
Since 2017, the company has been supplying ternary batteries in bulk to BAIC New Energy.
According to this procurement contract, Hefei Guoxuan will deliver 50000 sets of power battery packs to BAIC New Energy in batches (based on actual monthly orders). As the contract adopts a batch delivery method, the delivery period is all in 2017, and the company expects it to have a positive impact on its business performance in 2017.
It is worth mentioning that in March of this year, the company also received orders worth hundreds of millions from Zhongtong Bus. On March 2nd, the company disclosed that Zhongtong Bus plans to purchase pure electric bus battery systems from Hefei Guoxuan, with a procurement content and quantity of 5700 sets of power battery packs, and a contract amount of 1328.5376 million yuan. The delivery date of this supply contract is also in 2017, which will have a positive impact on the company's business performance in 2017.
2. Aoyang Shunchang: In April 2016, the company planned to acquire 40% equity of Jiangsu Lvwei for 600 million yuan in cash (corresponding to a capital contribution of 12 million US dollars). At the same time, the company unilaterally increased the capital of Jiangsu Lvwei with 200 million yuan in cash, of which 4 million US dollars was included in the registered capital of Jiangsu Lvwei and the balance was included in the capital reserve. After the completion of the above-mentioned acquisition and capital increase, the registered capital of Jiangsu Lvwei is 34 million US dollars. The company, Hong Kong Lvwei, and Suzhou Yipengyuan respectively hold 47.06%, 35.29%, and 17.65% of the equity of Jiangsu Lvwei, and Jiangsu Lvwei has become the controlling subsidiary of the company. Jiangsu Lvwei is one of the earliest enterprises in China to select ternary systems for lithium-ion batteries used in electric tools. With nearly 10 years of research and manufacturing experience in the field of ternary material powered cylindrical batteries, it has established an independent and complete production workshop for lithium-ion battery production, assembly, and transformation, with a large-scale production capacity for cylindrical lithium-ion batteries. The key area for future product development is lithium-ion batteries (modules) for electric vehicles.
3. Yiwei Lithium Energy: On the afternoon of July 4, 2016, the company's subsidiary Jinquan Company signed a contract with the Jingmen High tech Zone Management Committee for the investment and construction of a power lithium battery project. The total investment of the project is 2.518 billion yuan, and the project will be constructed in stages. The company stated that after the project is completed and put into operation, it can achieve an annual output value of 3.45 billion yuan; In December 2016, the company announced its intention to acquire all equity of Wuhan Fu'ante Technology Co., Ltd. for no more than 150 million yuan. Fu'an Te is a professional manufacturer of lithium primary batteries with an annual production capacity of 80 million lithium batteries; On the evening of January 8, 2017, it was announced that the company signed a "Strategic Cooperation Agreement" with Nanjing Jinlong Bus Manufacturing Co., Ltd. on the 7th. As a power battery production enterprise, the company is responsible for the development and production of power battery products required by Nanjing Jinlong. It is expected that Nanjing Jinlong will purchase power batteries from the company for the whole year of 2017, with a total amount of 1 billion yuan. The agreement is valid until December 31, 2018. During the 16 year reporting period, the 2.5GWh cylindrical ternary battery production line entered the installation and commissioning stage, and the construction of the 1.0GWh soft pack ternary battery plant was basically completed; Multiple products have passed mandatory inspections and obtained mandatory inspection reports, meeting the requirement of receiving 1.2 times the subsidy; From the beginning of the year to the disclosure date of this report, a total of 33 new energy vehicles equipped with the company's power battery and power system were selected for the "Recommended Model Catalog for Promoting and Applying New Energy Vehicles", laying a certain foundation for releasing production capacity in the future
4. Smart Energy: On the evening of July 30, 2015, the company announced its intention to acquire 100% equity of Foster Group for a price of 1.2 billion yuan, with a cash payment of 420 million yuan, accounting for 35% of the transaction consideration; 65% of the consideration will be paid through the issuance of shares, with a total of 51.485 million shares issued. Foster Group was founded in 2009 and is a high-tech enterprise specializing in the research and development, production, and sales of lithium-ion batteries. It is the largest cylindrical lithium-ion battery production enterprise in China, mainly producing 18650 cylindrical lithium-ion batteries. This type of battery is widely used in new energy vehicles, solar energy storage power supplies, wind energy storage power supplies, base station energy storage power supplies, laptops, mobile power supplies, and other fields of new energy vehicle power systems and energy storage equipment, with a revenue of 1.011 billion yuan. The company focuses on developing system solutions in the field of new energy vehicles, and has twice increased its capital by 250 million yuan to its subsidiary Far East Foster. The company's capacity for 18650 lithium-ion batteries is 270 million units per year, a year-on-year increase of 40%. In 2017, it is expected to expand its battery pack capacity by more than 100000 units, maintaining its leading position in the industry. Far East Foster has been selected for the "Standard Conditions for Automotive Power Battery Industry" enterprise directory by the Ministry of Industry and Information Technology, and has obtained the qualification to cooperate with new energy vehicle manufacturers, actively expanding strategic cooperation with first-line automotive companies. Far East Foster continues to enhance its technological innovation capabilities in the new energy vehicle power system and energy storage industry, completing the upgrading and transformation of battery cell factories and equipment. At the same time, it has established a research institute, relying on the institute to continuously introduce more high-precision and cutting-edge talents, and strengthening industry university research cooperation with research institutes to improve product performance. The energy density of a single battery cell has reached 200Wh/kg, which is at the leading level in the industry. It actively promotes the research and industrialization project of producing 3G watt hours of high-energy density power energy storage lithium batteries annually, seizes the opportunity of rapid industry development, and consolidates its leading position in the segmented market of ternary 18650 lithium batteries.
5. Changxin Technology: In March 2017, the company plans to acquire 75% equity of Bick Power with a fixed increase of 283.75 million shares and a total cash of 2.891 billion yuan (6.75 billion yuan) at a price of 13.60 yuan per share. At the same time, the company plans to raise no more than 1.756 billion yuan in supporting funds. After the completion of this acquisition, the company holds 84% equity of BAK Power. Bick Power is a national high-tech enterprise dedicated to the research and development, production, and sales of ternary material lithium-ion batteries. Its main products are ternary material lithium-ion battery cells and battery modules, mainly used in new energy vehicles, and also in the 3C product market and energy storage field.
6. Duofuduo: The company's ternary lithium battery has a production capacity of 100 million Ah, and Jiaozuo New Energy Company's 300 million Ah power lithium battery can be completed and put into operation in the second half of this year, with a production capacity of 400 million Ah by the end of the year. In addition, the annual production of 1.5Gwh high-power battery project has started construction and is expected to
Put into production before the end of next year. In 2016, the lithium battery business experienced a decline, with a year-on-year decrease of 1.63% and a shipment volume exceeding 0.17Gwh. The downstream customers were mainly New Ocean Zhidou. The company's lithium batteries mainly use Class 200 new energy passenger vehicles, which are the most promising new energy vehicle models in 2017. This year, the company's shipment of ternary lithium batteries is expected to increase significantly.

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