Explore the "dark war" high-end lithium battery of youfu shares

On January 9, the passenger car association released the overall sales situation of the national passenger car market in 2017, and new energy vehicles became the most eye-catching segment -- the monthly sales of December 2017 exceeded 100,000 and the annual sales exceeded 700,000. The rapid expansion of the market behind the domestic new energy battery giants has accelerated the market layout. According to statistics, more than 68 listed companies have invested nearly 100 billion yuan in the past three years, including new energy vehicles, batteries, motors, electronic control and other related fields. In 2016, by virtue of advanced manufacturing research and development and management advantages, and by virtue of acquisition of youfu shares of zhihang new energy, which cut into lithium power and formed a "dual-main" industry development model, it successfully achieved overtaking on curves. In September 2017, the total installed electricity capacity of its affiliated enterprises entered the top four in the industry, second only to ningde times, byd and watmar.

On December 26, 2017, state authorities issued on the announcement of the new energy automobile vehicle purchase tax shall be exempted, the purchase of new energy vehicle purchase tax shall be exempted continue until the end of 2020. The personage inside course of study says, 2018 will be the new energy automotive industry and kovalyov stake in the critical period of development, the fast lane kovalyov shares, will be in the product, the quality of the battery and the productivity layout, in areas such as sales prospects for new growth.

Battery enterprise strong stronger kovalyov shares into new energy layout

Kovalyov shares the original main business for the polyester industrial yarn production, research and development and sales, in the fourth quarter of 2016, the company acquired 51% knowledge navigation of new energy, with advanced manufacturing management research and development advantages and deep tillage operation experience for many years, cut into the new energy industry. Kovalyov stake in November to buy a 49% stake, intellectual hangxin energy remaining screens again and expansion of lithium electricity market at the same time, also demonstrates the confidence in the new energy business.

The wisdom of hangxin energy in 2017 main customers included China faw, car, car well-known automobile manufacturers such as success. In September 2017, the total installed capacity of navigation of new energy into the industry in the first four, after age of ningde, byd and walter, capacity to get fast release.

Back in the 2017 annual, kovalyov shares in lithium electricity industry slowly but surely, and jinsha river during the capital involved in the purchase of nissan battery business, also in the field of civil-military integration, development and production together with thespecial science and technology corporation, which is proposedPower battery, battery pack, battery control system, etc. On the road of new energy expansion, kovalyov shares has made forward-looking layout.

At present, yufu shares in the new energy sector continued to expand for listed companies to bring rich returns. According to the third quarter financial report of yufu shares, yufu shares had an operating income of 3.7 billion yuan in the third quarter, an increase of 128% year on year. It is estimated that the net profit attributable to shareholders of listed companies in 2017 is between 270 million yuan and 350 million yuan, with an increase of 60% to 110%.

Advanced battery demand gap kovalyov co policy advantage again

To enter in 2018, the personage inside course of study points out, the lithium battery industry itself is not as secondary market sentiment changes drastically, but positive changes are happening in, technology iteration speed significantly faster than conventional automotive industry. Especially the current policy guidance is the energy density and range promotion is a big trend, and therefore, there will be a gap in the demand for high-end batteries, so the demand for high-performance ternary batteries and soft-pack batteries will be more tight in the future.

According to the information made public in the market, the single energy density of NCM523 type 18650 lithium battery produced by zhihang new energy under youfu co., ltd. is about 210 wh/kg, leading the industry. Kovalyov shares also revealed that the company has developed 21700 lithium-ion batteries and related production conditions, according to the actual situation of the market timely.

For kovalyov shares such product quality both in scale and top leading lithium-ion batteries, the biggest positive new energy vehicles subsidies from the national 2018 plan further refinement, relevant departments of the range of vehicles, the battery energy density for more detailed division, and set the corresponding compensation. Regardless of the 2018 new energy vehicles subsidy scheme will make any changes, density of pure electric vehicles power battery, has highlighted the importance of range. The leading enterprises in the real product will appear in short supply situation.