What are the listed companies of lithium battery?

Recently, several listed companies of lithium battery are subject to investigation and research, such as Aucksun (9.09 + 1.22%, the diagnostic shares), Desay Battery Technology (55.28 + 1.58%, clinical shares), TOPBAND Shares (11.30 + 0.62%, the diagnostic shares), EVE(23.26 + 0.13%, the diagnostic shares), etc.

On August 17, raise light pipe line of three people research the Australian foreign shun cheong (002245), the content of the research is mainly around the company's performance in the first half and the business situation.

According to the center daily news, company revenues during the first half of 1.511 billion yuan, net profit of 148 million yuan, up 109.05% and 66.46%, respectively, earnings per share 0.15 yuan.

Volcanic jun learned that the company's main business includes LED chips, metal logistics and lithium batteries. One of the most notable is the largest source of LED business profits. Company said that in the first half of the LED chip market demand remain a strong trend, the industry as a whole positive, chip prices also continued the trend of relatively stable since the second half of 2016.Benefit from and wooden Tomlinson (35.69 4.80%, diagnosis) constitute a close strategic cooperative relations, the company chip is in a state of full production capacity, products in short supply.

In the first half of the subsidiary Huaian photoelectric business (LED) to achieve revenue of 346 million yuan, contribution attributable to shareholders of listed companies net profit of 57.992 million yuan, accounting for more than 39.14%, slightly higher than the metal logistics business, become the first big company profits. Company said that in the second half will continue to push forward the construction of new capacity, 2017 years to realize the quantity production capacity of 80-900000 pieces of target, realize the goal of planning in the LED business bigger and stronger.

The second is lithium battery plates. Company said that the original Nissan 300000 yuan cylindrical battery factory three basic maintain the normal production capacity, sales in good condition.

In addition, three new Nissan 1 million yuan cylindrical battery project is divided into two group of implementation of the new plant overall facility construction is complete, the first batch of Nissan 500000 finished three yuan cylindrical battery equipment installation and debugging. So far, has been steadily climbing capacity, as the subsequent capacity gradually released, will greatly promote the company lithium battery production capacity; The second batch of remaining in 500000 has begun to implement the construction of a productivity.

It is the two big business, the company is expected in September 1 - net profit of 231 million yuan to 277 million yuan, up 50% ~ 100%.Company said, make the forecast, is mainly with the new capacity increased gradually, the company LED business and lithium battery phase ii project mass production gradually, contribution to the company's performance will also increase.

Also is lithium battery Desai battery (000049) of the company on August 16, 18 combined by 16 institutions of research, including peng hua fund, fund of an ancient name for China, citic securities (16.81 + 0.66%, examine stocks) and double ninth gao (or investment), etc.

According to introducing, in the first half of the company to achieve revenue 4.688 billion yuan, net profit of 114 million yuan, up 55.43% and 57.74%, respectively, earnings per share 0.5578 yuan.

Company main business layout around mobile power supply chain, the secondary unit of Huizhou's main large new sources power battery、Energy storage battery such as power management systems and encapsulate integration services. But it is understood that a large new energy automobile power battery business sales did not meet expectations, only on revenues of more than 1300 during the first half of 1300 yuan, lost more than 4000 ten thousand yuan. Company said that will improve in the second half, strive for as far as possible to reduce losses. When it comes to the base of new energy vehicles, the battery.

As the power source of the electric car batteries, plays an important role, in essence, it is a kind of to be able to store chemical energy into electrical energy device. In the current market, lithium batteries are widely used, such as BYD, baic most of the vehicle, such as new energy, new energy chery have adopted the technology form.

In addition to the current development status, the lithium battery technology in nearly a decade in developing steadily, but the future will be reversed, also never know!

The price will be market-oriented, lithium battery can still "hot"?

Domestic development of new energy vehicles has over ten years, a few years ago, under the impetus of the national new energy industry policy, raised one across the country to manufacture of lithium-ion batteries. Lithium batteries battery pack assembly once get more than 400 enterprises (including the new energy vehicles) with lithium batteries which involved in electric vehicle of lithium battery companies once there are as many as 200-300.Core material, however, such as the anode material of the diaphragm, electrolyte and aluminum-plastic film soft packing batteries used heavily dependent on imports, such as manufacturing of lithium batteries cost prices high, the same capacity of lithium battery, its price is three times more than lead-acid batteries, lead to market promotion.

In recent years, the domestic lithium battery materials technology constantly breakthroughs, most of the core material basically has realized the localization rate. At present, lithium battery charger included 48 v11ah (using 18650 cylindrical steel shell, each cell is 2200 ma, 65 batteries series-parallel) group, the price is less than 500 yuan, compared with lead-acid batteries, cost-effective advantage. This price is already a lithium battery just 1/3 of the market. Thus, lithium batteries gradually replace lead-acid battery is not empty talk.

The progress of solar technology, lithium battery how long can still "alive"?

For the future development of lithium battery technology there is still a challenge, although hot in reducing the cost and improve the thermal energy storage, but from long-term trends, will eventually lost to the impact of solar technology. At present, many countries have begun to formulate long-term solar energy development plan, such as America's national pv plan, Japan's sunlight without electricity and China's eastern provinces countryside electrification project, from monocrystalline silicon solar energy application technology and advanced devices, thin film photovoltaic technology, PVMaT, photovoltaic modules and photovoltaic system performance and engineering, application and market development, and other fields gradually.

For the current solar cell technology, divided into monocrystalline silicon solar cells, polycrystalline silicon thin film solar cells and amorphous silicon thin film solar cells, three current monocrystalline silicon solar technology is the most mature, but due to the cost of single crystal silicon prices high, will gradually be replaced by polycrystalline silicon thin film solar cells, but the most promising or amorphous silicon thin film solar cells; Secondly, nanocrystalline solar cells is gradually into people's horizons, it at a low cost and simple production process, it can harvest and stable performance, its production costs only 1/5 ~ 1/10 for silicon solar cell. The service life can reach more than 20 years, it is challenging for lithium-ion batteries.

Conclusion: the battery is the core component of electric vehicle, directly determines the range of the most critical for electric vehicles. The current electric vehicle battery research is still concentrated in the lithium battery, followed by sodium lead-acid battery, nickel metal hydride batteries and battery, Japan and the United States in the electric car battery and its management system before the patent application number in the world. Heats up as new energy, investment in battery industry is becoming more and more big, in the next few years, battery technology will usher in rapid development.

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