Shanshan co., LTD., one of the world's largest suppliers of lithium battery materials

Shanshan co (600884) is the only Chinese have lithium battery cathode materials, anode materials, electrolytes, the diaphragm of the supplier, and the anode, cathode and electrolyte, share with sales in the domestic top 3 companies, shanshan lithium electricity products cover the positive and negative, electrolyte, diaphragm, aluminum shell, and related raw materials products, etc., is the world's largest integrated and species is one of the professional supplier of most of the lithium ion battery material.

Shanshan technology was founded in 1999, has focused on lithium ion battery materials research and development and production and operation, has been 14 years of development history, is China's first brand lithium ion battery materials, known by the industry as the li-ion battery materials supermarket in China, rising year by year, the battery materials business of the company, in 2012, has become the main source of income and net profit.

Lithium anode: the world leader in lithium anode material technology

In 2012, the revenue, sales volume and profit volume of lithium anode from Hunan shanshan far exceeded that of dangsheng technology (300073), becoming the leader of domestic lithium anode, accounting for 15% of the market share. Since 2009, the sales volume of lithium anode of the company has been 3,421 tons, 3,016 tons, 2,793 tons and 4,942 tons respectively. The revenue of lithium anode is 45638 million, 580.77 million, 5729.9 million and 8301.5 million respectively.

Cathode materials: the world's largest supplier of cathode materials for lithium ion batteries

Shanghai Shanshan science and technology co., LTD is one of the leading enterprises in the world in terms of anode materials. Its scale, technology and product performance are leading in the world. Shanshan technology co., LTD., with its unique advantage in lithium battery materials supporting as well as the entire industry supply chain, sales increase greatly over the past few years, since 2009, the company's sales of 2491 tons, 3654 tons, 5100 tons and 7696 tons, and income are respectively 210.46 million, 318.45 million, 480 million and 585.6 million, accounting for 30% of the domestic market, the company's gross margin on anode materials in more than 30%.

Shanghai Shanshan science & technology co., LTD. Has the technology of cathode mesophase carbon microsphere. Among them, mesophase carbon microsphere products have high technical barriers, mainly supply the high-end market, with core competitive advantages, the company is the largest domestic artificial graphite manufacturers. Lithium battery has the highest concentration in the global cathode material industry. The domestic anode has successfully achieved import substitution, and there are still certain technical and scale barriers in this field. The company has significant technical and scale advantages in the subdivided product field of artificial graphite and mesoporous carbon microspheres, and it is expected that future growth can be expected.

Shanghai Shanshan to achieve "the world's largest lithium-ion battery cathode materials suppliers," the grand goal, the company is now planning investing 770 million investment in Shanghai minhang economic and technological development zone Lingang national park strategic emerging industry base construction capacity of 20000 tons of new energy lithium ion battery cathode materials project and annual output of 1000 tons of new energy lithium ion battery alloy material project, designed to create the world's largest industrial base of new energy lithium ion battery anode materials. Now has been on the ac, complete with program, the project has now entered the drawing design stage, 2013 into a comprehensive civil construction work is expected, reaches producing in 2014, the goal is to power battery anode materials, minhang production base using automated production process design, product consistency will be better, fully meet the power battery customer requirements for the quality of the material and size. "The research and development project covers the whole technology of lithium battery." According to Shanshan insiders said.

In addition, in order to keep the lithium anode technology leading in the world and improve the strength of research and development, Shanghai Shanshan technology co., ltd. and Taiwan sinosteel carbon co., ltd. reached an agreement in March 2012 to jointly develop the intermediate phase anode materials, and are currently in the stage of exchanging experimental data with each other.

Chenzhou shanshan new material co., LTD., which has a negative electrode, also built a production line with an annual output of 2400 tons of lithium ion battery negative electrode material in May 2010. The second phase of the lithium anode project has been started since 2011 for the purpose of matching the business expansion of anode materials. The future in order to meet the rapid development of the electric car industry, such as the solar wind energy storage industry, large electric tool industry, Chenzhou shanshan will follow shanshan technology will be in five years to Shanshan technology make for the world's first comprehensive materials and special carbon material of lithium ion battery suppliers, establish Chenzhou shanshan to become the world's first anode materials of lithium ion battery, lithium ion battery electrolyte six lithium fluoride phosphate, solvent and special carbon material suppliers. According to the information and government information shows that in the next few years, Chenzhou shanshan will build 2, 200 tons/month of lithium ion battery cathode material production line, 100 tons/month of special carbon material (solar thermal field) production line, 100 tons/month of six fluorine lithium phosphate (lithium ion battery electrolyte main raw material) production line, 1000 tons/month production line of lithium ion battery electrolyte solvent.

Electrolyte: north and south development, within 2 years decisive battle China's largest electrolyte supplier

In September 2010, the third phase of production expansion project of Dongguan Shanshan company was completed. The company's production capacity in lithium battery electrolyte has reached an annual output of 5000 tons, with a market share of about 20% and a gross profit rate of over 30%. With the full industrialization of electric vehicles, the demand for lithium battery will be further released. Based on such a development prospect, the company has started to plan to implement the four-phase expansion plan.

Since 2009, the company's electrolyte growth rate has been rising steadily, with sales of 1,409 tons, 1,978 tons, 2,627 tons and 3,400 tons respectively. Its revenue is 1413 million, 164.6 million, 191.9 million and 250 million respectively. Its market share is above 15% and its gross profit rate is above 30%.

At present, new energy, Shenzhen Dongguan bick, Tianjin lishen, Shenzhen byd (002594), and other hundreds of companies have cooperation with dongguan Shanshan, marketing is mainly the domestic market, branch langfang shanshan 2012 dwellings also laid a solid foundation, in 2013, Dongguan Shanshan will open up the blueprint, the north and the south and more open in foreign markets and marketing.

Since 2011, the localization of electrolyte lithium hexafluorophosphate has been accelerated, and the price has decreased significantly. Before the company's electrolyte is the procurement of Japanese enterprises, electrolyte gross profit rate is expected to maintain a high level. For the lithium battery electrolyte industry, production technology and downstream customers are the two core factors that determine the performance of the business. For Dongguan Shanshan, relying on anode materials and cathode materials company and lithium battery cell manufacturing enterprises to establish a good relationship of cooperation, providing a strong guarantee for the company's downstream channels of electrolyte products.

In order to improve the research and development strength and launch new products, from the beginning of 2012, Dongguan Shanshan invested tens of millions of capital to establish a modern, professional engineering research and development center covering nearly 1,000 square meters. Dongguan is the only listed lithium ion battery professional engineering research and development center.

At the beginning of 2013, Dongguan Shanshan also participated in the fourth international battery exhibition held in Tokyo, Japan, actively expanding the foreign market, displaying the company's most cutting-edge technology and improving brand influence. Dongguan Shanshan will further find ways to reduce costs, enhance quality control, will be expected to launch more low-cost high-quality products to seize the market. It is believed that in 2013, Dongguan Shanshan will introduce more new products to the market, and lead the development of lithium electrolyte market, and has the hope to become the largest supplier of lithium electrolyte in China within two years.

Diaphragm: formally involved in the diaphragm field to expand the territory of lithium electric kingdom

Shanshan co of 2011 semi-annual report confirmed that its subsidiary ningbo shanshan new energy technology development co., LTD. Invested 750000 yuan, create takasugi ako chemicals co., LTD., Dongguan city, Shanshan was declared, officially involved in lithium battery diaphragm area, in fact, as early as 2003 Shanshan shares started cooperation with scientific research institutes to develop the diaphragm, but there is no production.

Dongguan takasugi ako chemicals co., LTD. Was established in June 2011, the registered capital of 1 million yuan, mainly sales of lithium ion battery diaphragm and related accessories, goods and technology import and export, production capacity of 1 million square meters/month, according to the company, according to the company of the diaphragm is Taiwan high science and technology in mainland China the sole agent of silver.

At this point, in the lithium battery four materials, Shanshan technology has all involved.

A person in charge of the Dongguan subsidiary of Shanshan technology has admitted that the diaphragm is technically difficult, and there are not many real mass production in China. When Shanshan technology enters the diaphragm, it will not produce by itself at the very beginning. Instead, it will first prepare for the market, sell overseas diaphragm products as an agent, and finally realize independent production. The company's annual report also indicates that the management of 25% of takayama equity is more likely to introduce high-tech talents to open the market of diaphragm through equity incentive or introduce Japanese diaphragm enterprise technology joint venture through itochu.

The lithium electricity industry chain is vertically integrated to open up the whole lithium battery industry chain

Shanshan will continue to push upward downstream business expand lithium-ion batteries, lithium battery industry chain through all strive to five years, and through the technology upgrade, management upgrade itself into one of the world's largest lithium battery materials suppliers, so as to realize the goal of shanshan lithium electricity, means that over the next few years shanshan on lithium batteries maybe there will be more action.

In addition to involving all lithium battery materials, shanshan has been actively expanding both upstream and downstream. In my opinion, shanshan is one of the companies most likely to grow explosively with the explosive growth of consumer electronics, new energy vehicles and reserves

Shanshan technology has been committed to building the competitive situation of the whole industry chain. Through the integration of upstream and downstream, it has realized its dream of "lithium power kingdom" and further consolidated its position as the largest battery material supplier in China. The following is shanshan's capital and industrial action to open up the whole industrial chain.

A: in the anode materials on the upstream industry chain development, signed last year with HeronResourcesLimited about Yerilla nickel and cobalt project, has been committed to the next phase of the negotiations both sides common development partners, the shanshan future or a project through private placement to handle the funds needed for the ore of the problem, it is also possible joint venture with itochu development, which has the rich ore mining experience abroad, Australian ore has been carried out to 4 years, believe that technical problems has about the same, zheng just waiting for a moment.

2. In addition, shanshan technology is still climbing to the upper reaches of the industrial chain in terms of minerals. For example, in 2010, shanshan technology set up a company named "shanshan Congo" in Congo, responsible for the mining of cobalt resources, which is an important mineral raw material for lithium batteries

To seek opportunities in mining and acquisition of upstream resources. In 2010, he invested in RodiniaLithium lithium co., LTD. RodiniaLithium has rich lithium resources in north and South America.

Three: to strengthen the control of raw material supply chain, improve the lithium battery positive electrode industry chain: in May 2009, with the amount of not more than 72 million yuan endowment susquehanna hunan new materials, precursor foray into the anode material, realize the li-ion battery cathode material business docking with the upstream raw materials, Mr Hainer also from a single product with cobalt chloride, nickel carbonate, the cobalt oxide and other diversified products of strategic transformation. In 2012, the company promoted the production and technical renovation of the spherical cobalt oxide phase ii project. The technical renovation project was officially completed on July 19 and entered the commissioning and trial operation stage. After the completion of the transformation project, it is estimated that the direct production cost of tco3 per ton will be reduced by about 3,000 yuan, saving 7 million yuan per year, and the quality and batch qualification rate will be greatly improved to meet the quality demand of high-end lithium cobalt oxide for major domestic customers. The annual sales volume can reach 3,600 tons and the sales volume can increase to 610 million yuan.

In 2009, in order to break through the bottleneck of power battery technology, shanshan established Shanghaispecial power technology co., LTD. (hereinafter referred to as "aerospace power") with Shanghai space power supply co., LTD. (hereinafter referred to as "aerospace power"), which indirectly involved in the lithium battery industry of new energy vehicles. Thanks to China's space industry group's resources background, space power in the field of Chinesespecial defense industry has incomparable competitive advantage, and the space power or the central enterprise alliance battery electric car industry committee members, in January 2011 andspecial power shanshan shares and common space form ningbo shanshan electric vehicle technology development co., LTD., a wholly owned subsidiary of ningbo shanshan shares shanshan new energy technology development co., LTD holds a 94% stake, will be extended to the downstream industry chain of new energy vehicles, extensive cooperation helps depth of penetration of the industrial chain.

Benefit after 2013 lithium electricity industry to replace lead-acid battery process is accelerating, consumer electronics, tablets, smart phones, the rapid development of new energy vehicles and energy storage market, lithium battery has started in the field of electric bicycle and UPS, lithium electricity industry investment opportunity began to emerge, as Shanghai shanshan new energy of 770 million negative and 450 million graphite mine,Hegang Hunan shanshan 2, 300 million, yichun FengXin lithium ion battery materials such as extension of the project, and further the lithium electricity key technical talents, promote technical resources such as the global cooperation, shanshan is expected to further expand and consolidate the world's largest lithium electricity industry leading comprehensive dealer Status of shanshan is one of the world's largest integrated suppliers for lithium battery materials, shanshan will benefit from the development of endogenous type and extension type to promote, in the future if shanshan got four li-ion battery anode material, the anode, the diaphragm, and security of the electrolyte solution, compatibility, shanshan will outbreak than great scale and benefit, now become the king of the market and li-ion battery materials market dominance, shanshan future is worth looking forward to, let us together witness.

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