Which brand is good for power lithium battery?

1, BYD Company Limited

Enterprise ranking: № 1

On the capacity: 1.0 GWh (at the end of the year is expected to expand capacity 3 GWh)

Focus on index: u u u u do

Major customers: BYD

Enterprise profile: the company was founded in 1995, the registered capital of 2.354 billion yuan, at present, the company products are mainly for battery lithium iron phosphate power battery, self-marketing is given priority to, its power battery companies for BYD Huizhou BYD and Shanghai, Shanghai has a pilot production line, production capacity of about 40 MWH, Huizhou has 10 production lines, production capacity of about 960 MWH, early in 2014, company published patent statement more than 300, including lithium battery related patents, more than 40 patents authorized 169 projects, including dozens of lithium electricity related patents; In the first half of 2014, the company's new energy automotive business revenue of about $2.748 billion, up 1216.67% year on year, about 10.29% of group revenues, pull the power lithium battery needs about 370 MWH.

Expert review: as the domestic new energy vehicles "pilot", has always been the company adhere to lithium iron phosphate batteries, has received the domestic and foreign enterprises of patent lawsuit, won the favour of capital industry bigwigs like Mr Buffett, along the way, stumbling, since the first introduced the electric car F3DM, five years, finally with a PHEV car BYD - qin "trained", but the lithium iron phosphate batteries due to limited energy density theory, the future to a substantial increase in the electric car range, must be to improve the existing materials, or find alternative materials. With the success of a tesla, aluminum nickel and cobalt (NCA) ternary power battery material known, the market began to shift focus to the ternary material power lithium-ion batteries, for BYD, this would be a "catastrophe". In BYD's general meeting of shareholders, of course, Mr. Wang also puts forward the future will focus on developing new type power lithium battery manganese lithium iron phosphate material (LiMnxFe1 xPO4 / C), released from the company's patent statement also saw the relevant patent, the other company is also began to study the ternary material (sliding) and so on, at present, the company's power battery take self-sufficient business model, and many of these materials through its production, while current relatively high degree of automation, also easy to control the quality, but the small-scale production is difficult to reduce the cost of production material and battery, not conducive to the commercial development of large-scale, the battery related products demand and the market performance of new energy vehicles, a broken one.

2, Tianjin Lishen battery joint-stock co., LTD

Enterprise ranking: № 2

On the capacity: 0.5 GWh

Index: u u u u

Major customers: Condi, Zhongtai, Jianghuai, etc.

Description: the company was founded in 1997, the registered capital of 1.25 billion yuan, existing lithium battery capacity is about 1.6 GWh (by 500 million Ah conversion), power lithium battery capacity of about 0.5 GWh, company's total revenue of 3 billion yuan, in 2012 net profit of about 146 million yuan, at present, the company controlling shareholder of cnooc, the state-owned holding enterprises, in the first half of 2014 the company power lithium battery shipments about 79.7 MWh, 22, and has been published patent statement at the beginning of 8 patents authorized.

Expert review: Lishen domestic power lithium battery is one of the first batch of the earliest advocates, early company to develop the car with power lithium batteries, but the market is not to force, will plan to consumer electronics, power tools project with lithium batteries. As this new energy automobile policy stimulus, the market rebound quickly, Tianjin lishen no missed opportunities, the company received more market orders, quickly began in Qingdao, Wuhan, mianyang, Suzhou and other more layout, but a lot of project also is at the early stage of strategic cooperation, and only when completely the ground formation capacity, at present there are a lot of uncertainty, the company's products with lithium iron phosphate battery is given priority to, now also in small batch production of ternary material power lithium-ion batteries, hung in the cnooc company lard underground, although the performance is very good, have a larger growth potential, but the holding company's performance is affected, the controlling shareholder is slightly less than on their care, and recently from cnooc will opt out of Lishen, listed company first attempt failed, in the face of so many investment projects to be born, money is power of god, the most worried thing. Recent rumours each capital to visit Lishen, also confirmed the force from another level god is indeed a "bad money".

3, Hefei hin high-tech power energy co., LTD

Enterprise ranking: № 3

On the capacity: 0.6 GWh (0.77 GWh future will expand capacity)

Index: u u u u

Major customers: Nanjing Jinlong, Jianghuai, etc

Description: the company was founded in 2006, the registered capital of 202.21 million yuan, the company owns anhui xuan echoo countries new energy automotive technology co., LTD., Anhui new energy automotive co., LTD., the porch new energy (Suzhou) co., LTD., and other subsidiary, in 2013 the company's business income is 2013 yuan, net income of 219 million yuan; In the first half of 2014 operating income of 2014 yuan, net profit of 69.8119 million yuan, in the first half of 2014 the company power lithium battery shipments around 0.11 GWh, patent statement from 64 since the start of the company, including anode materials for lithium titanate, rich lithium manganese anode materials, graphene material, nickel cobalt manganese (sliding) ternary material, manganese lithium iron phosphate anode materials for a total of 14 of the patents, invention patents authorized nine, including 1 graphene materials related patents.

Expert review: the company can be said to be the only a pure power lithium battery company, since it was founded in 2006, has been keen to develop the lithium iron phosphate power battery enterprise, by the local government's strong support, and Jianghuai auto iev best-selling series of pure electric vehicles, the porch high-tech road to have the will power lithium battery "one way to go to Ming" courage. Since the beginning of the porch high-tech listed the gossip, rumors will be nk buses (000868 SZ) acquisition, the rumors are not unfounded, of course, after all, the two joint venture founded the nk hin new energy, to develop new energy bus, but finally went Dongyuan appliances (002074 SZ) surprised markets, good news Dongyuan electrical appliances ten successive harden, shares rose 159%, while the company adhere to the road of the lithium iron phosphate battery, but did not stagnation in new materials research and development, from the point of view of research and development of patent, companies across the electrodes of new materials has certain research, the future hin tech centers may also will be involved in three yuan material, after the injection of the listed company of the porch tech center, the next direction could be capacity expansion, out of the Anhui province the regional market. Customer structure in the first half of 2014, of course, the five customer system of Nanjing Jinlong entered the company, but is involved in place to protect is not yet clear, the company in the future how to enhance brand awareness, towards internationalization, the first step is to make products more market-oriented, step by step towards national, not merely content with the "be corner" model of development.

4、ATL

Enterprise ranking: № 4

On the capacity: 0.48 GWh

Painted painted on index: u do

Major customers: Beijing auto, Yutong, Wuzhou dragon, brilliance BMW, etc

Description: ATL is in 1999 by the SAE (TDK subordinate enterprises), chief executive of Liang Shaokang investment construction, at the same time from the SAE the Chen Tanghua as ATL's first President, beneficial to SAE the first mainland director yu-qun zeng for ATL's first executive vice President for the incumbent President (ATL), its power lithium battery enterprises have ningde new energy technology co., LTD. (ATL - ND), Ningde era of new energy technology co., LTD. (CATL), Qinghai new energy era - QH (ATL), Beijing pride of new energy battery technology co., LTD. (PPST).Company power lithium batteries in 2013 sales of about 0.0959 GWh, create sales income of about 340 million yuan, in the first half of 2014 the company's power lithium battery sales volume is about 0.1306 GWh, since the beginning of the year, the company's power lithium battery company, a total of 49 statement issued patents, 15 for patents.

Expert review: the country to foreign investment power battery limit for the companies controlled by the Japanese TDK cannot wholly owned production power battery. Therefore, ATL chose chose in Ningde CATL, set up joint venture with baic, Peking University first pride, in the era of a joint venture in Qinghai Qinghai new energy, and CATL for ATL executives about 80% of the Stockholders.Through a series of design, ATL to bypass the restrictions of policy, started in the field of power battery power.Baic E150 and brilliance BMW led to ATL power battery business growth, in addition, Yutong also become ATL main customers in the field of the bus. Although the ATL walked square lithium iron phosphate battery technology, but also recently developed in cooperation with BMWThree yuan power battery, although the BMW I series electric cars currently USES the Samsung battery, but the future ATL may share BMW electric vehicle battery with Samsung on this big cake. But the ATL gradually moved its production base and headquarters from Dongguan to Ningde, directly led to the loss of large Numbers of people, how to build a stable, healthy talent incentive mechanism is ATL problem needs to be addressed.

5, Harbin gyu power co., LTD

Enterprise ranking: № 5

On the capacity: 0.288 GWh

Painted painted on index: u

Major customers: Hafei, faw, etc

Description: the company was founded in 1998, the registered capital of 231.023 million yuan, gyu group parent company at present, there are two major production base of Harbin and Zhuhai power battery manufactured by Harbin gyu power co., LTD., the company is currently involved in lead-acid batteries, lithium batteries and nickel-metal hydride batteries, three areas in 2013, the company's lithium battery sales of 1.686 billion yuan, occupy 55.55%, the company main business of the large power battery from the field of energy storage, in 2013, the company won a $70 million lithium-ion battery energy storage market in India order, in the first half of 2014 the company power lithium battery shipments about 0.082 GWh, since the beginning of the year, the company statement 1 issued patents.

Expert review: the company's business in the lead-acid battery industry rapid and smooth transition to a "model", from the company performance in 2013, the decline of the lead-acid battery performance, a huge losses, relying on the strong performance of lithium-ion batteries, profitable. Company's large batteries using lithium iron phosphate technology route, and most of the applications in the field of communication base station energy storage, and the main market in overseas places such as India. And in the field of power battery, its main and Hafei and faw in cooperation, and no mass production models. As the transformation of lithium batteries, the most successful of the lead-acid battery enterprise ha gyu before relying on the channel resources in the field of lead-acid storage smoothly into the communication field of energy storage, thus barriers to base station with the highest energy storage channel barriers rather than technical barriers. Ha gyu big battery in the future can walk far more important thing is to see its technology research and development ability and market development ability.

6, Wanxiang group,

Enterprise ranking: № 6

On the capacity: 0.192 GWh

Painted painted on index: u

Major customers: the hippocampus, Condi, Dongfeng, etc

Description: at home, the universal's foray into power lithium battery company has universal electric vehicle co., LTD., Zhejiang Wanxiang million to two companies such as power battery co., LTD, the former has a lithium battery business, mainly be responsible for the power lithium batteries and electric vehicle research, development, the latter is a universal electric vehicle co., LTD., with the United States Ener1Inc. In 2011, set up a joint venture power lithium battery company, mainly engaged in power lithium battery production, in the first half of 2014, the company's power lithium battery shipments about 0.0204 GWh, since the beginning of the year, the company obtained the patent for utility model patent (small) authorization 11, focus on open battery module technology.

Expert review: in October 2014, issued by the ministry of industry and the announcement of vehicle manufacturing enterprises and products (254) for an entrepreneur of the commitments made car has come true, remember Wanxiang group chairman Mr Lu that sentence "don't make my car, my son also want to build." Universal to build is not a conventional car, and want to create a traditional car of new energy vehicles, like it in the United States market, through the efforts of more than 30 years, toppled the pattern of American auto parts market, became the overlord of the U.S. auto parts suppliers. In the field of electric vehicles, universal has accumulated abundant resources, Enertech from South Korea, acquisition, to the joint venture was established with Ener1, A123 to acquire the United States, to buy the PHEV Fisker automotive brand, its development has the electric car of the complete technical system, the company has been with the faw hippocampus brand production electric cars, produced by "lend chicken unripe egg" universal primal pure electric vehicles, is now in Hangzhou taxi market operation. However, universal way by acquiring a makeshift up platform for the electric car production at present, I'm afraid is difficult to complete Mr Lu "building cars dream", the future still need to prepare for the following, first of all, need to get the ministry of passenger car production qualification; Second, you need to Fisker Karma (PHEV) brand car production quickly, and with the company's B456 (former A123 company) power battery is very good, for the production of electric cars, win the market reputation. Then, relying on foreign production experience, designed a electric cars for the domestic market, in the end, will have operational mature power lithium batteries and electric motors in the listed company's universal money-is-coming (000559 SZ) platform, with the help of the listed company's financing platform in the domestic market to expand the scale of production.

7, bak battery

Enterprise ranking: № 7

On the capacity: 0.42 GWh

Painted painted on index: u

Major customers: Chery, Dongfeng Yulong, etc

Description: the company was founded in 2001, the registered capital of $87 million, backdoor listing on nasdaq in 2004, owned by Bick electronic (Shenzhen) co., LTD., Bick international (Tianjin) co., LTD., etc., in 2013, the company operating income of $186 million, a net loss of about $116 million, year-to-date, authorized 21 received patents, including gelPolymer lithium ion batteries relevant patent 3 project.

Expert review: the company is a domestic 18650 ternary material power lithium battery "fathers", but earlier (18650) when Tesla didn't fire up do power battery, this company development key is not in the field, the company is the first U.S. stocks listed in China Bak battery company (NASDAQ: CBAK), but the bick is "into and capital operation, and capital operation", in 2004 the company stocks backdoor listing is successful, performance double increase year by year, from less than $020 million in sales, in 2004 to achieve $2008 in 245 million, the business expanded rapidly, the share price $1.5 per share from the market, in 2006 to a maximum of $52.5 per share, and enjoy the infinite scene in the capital markets. But in 2008, the company's performance has entered into the phase of rapid decline year by year, for six consecutive years of losses, and serious losses, in 2008 from a net loss of more than 790 ten thousand yuan, the loss of 110 million yuan of above 2013, shares, have in stock delisting warning line, the company tried to push up share prices constantly release of good news, but the helpless launch 5-1 partnership program, barely will share price back to more than $2 a day, and in order to keep stocks this shell, every company needs to pay for accountants, lawyers and other millions of us dollars. Tianjin bick personnel flow more serious at present, the company's technology leader, Dr Mao Huanyu also earlier this year to leave the future the company will be how to develop to a fork road, in the ternary material (NCA) under the condition of power lithium battery by market value, company can get out of the capital operation of the "old ways", in a small ternary material power lithium battery technology in the field of first-mover advantage, rapid transformation, bigger and stronger industry will become the key to the development of the future.

8, Boston batteries

Enterprise ranking: № 8

On the capacity: 0.40 GWh (0.32 GWh future to expand capacity)

Painted painted on index: u

Major customers: time and space, nk, etc

Description: Boston batteries battery (Hong Kong) co., LTD., a wholly owned subsidiary of Boston in the domestic set up respectively Boston electrical (Jiangsu) co., LTD., Beijing Boston battery technology co., LTD. Two power lithium battery company, such as the former is located in liyang, Jiangsu province, mainly engaged in power lithium battery production, the latter is mainly engaged in power lithium battery research and development, in addition, the latter also has a battery sales company Beijing Boston power battery co., LTD., year to date, the company statement 1 issued patents, 3 utility model patents.

Expert review: the Boston batteries since 2011, all production center will be transferred into the Chinese market, at the same time, shareholder structure has also changed, from GSR ventures (GSRVentures), vc Foundation Asset Management, OakInvestment Partners, etc, in the past two years the company are listed in the us, after company liyang production base was built in 2012, the company is committed to cooperative development of pure electric vehicles, with the domestic car factory earlier (Tesla did not fire) with ternary material, although the cooperation project is more, but not mass order form. In 2014, the company's performance has improved, with high automation level of product consistency is relatively good advantage, formed some big orders, but the oval cell structure design, the form the product difference advantages, but it is not for all oems generally accepted, in addition, company product market price is higher, also limits the company rapidly expanding scale.

9, Shenzhen volt battery co., LTD

Corporate rankings: № 9

On the capacity: 0.42 GWh

Painted on index: u do

Major customers: Xiamen golden dragon, Shenzhen Wuzhou dragon, new ocean, wind, etc

Description: the company was founded in 2002, the registered capital of 58.947368 million yuan, started in 2006 dedicated to circular lithium iron phosphate battery research and development, production, its power battery using 32650 type batteries, currently has about 60000 Nissan 6 ah the ability of power batteries, lithium iron phosphate company operating income of about $200 million, 2013, 2014 in the first half of the total income of nearly 300 million yuan, year to date, the company released 14 patent claims, since 2008, 2 have obtained patents, but existing patents mainly concentrated in the lithium iron phosphate battery research and development, patent level is relatively low.

Expert review: walter power lithium battery relatively fast growth, with the aid of 2011 Shenzhen universiade, the name "walter" into public view, and become a new energy passenger car battery one of the main suppliers of the universiade, by the good, the same year also received the French customer order 300 million yuan of lithium iron phosphate batteries, power battery revenue in 2011 domestic top three, but the company's main source of income is similar to the porch hi-tech business, mainly concentrated in the local market. In the backdrop of the lithium electricity industry consolidation, walter are also actively seeking to integrate, for the transformation of the listed company, walter can yet be regarded as a good investment targets. This year October or action.

10, Chinaspecial lithium electricity (Luoyang) co., LTD

Enterprise ranking: № 10

On the capacity: 0.384 GWh

Painted on index: u do

Major customers: the Thai, Dongfeng, Condi, etc

Description: the company was founded in 2009, the registered capital of 867 million yuan, the company by the China academy of air-to-airspecial, Chengdu integration, Hongduspecial, catic investment, avic shareholders share ownership, such as company business income is 263 million yuan in 2013, a net loss of 35.08 million yuan, in the first half of 2014 business revenue of 110 million yuan, a net loss of 31.07 million yuan, since the beginning of the year, issued patent statement 12, 7 for invention patents, including 1 anode materials for lithium titanate patents.

Expert review: the company is the only pure lithium battery "national team", large shareholders are all state-owned enterprises, with strong government resources, also made "by the end of 2013, the ministry announced the number of new energy electric vehicles, equipped with Chinaspecial lithium battery vehicles continues to total first" such a success, but car companies apply for models is closely related to mass production models of the battery is not late, a lot of car companies with Chinaspecial lithium electricity resources after the success of the application into the directory, and choose the other more cost-effective battery enterprises, the company's square lithium iron phosphate power battery for large capacity battery is given priority to, with the background of state-owned enterprises, the company has repeatedly won national base station, storage and other large projects. Chengdu integration, however, the controlling shareholder (002190 SZ) in the first half of the revenues accounted for less than 5% (2.7 billion yuan), the capacity is insufficient, with equipment depreciation, the company's performance losses in a row, rapid development in the new energy vehicles, recovering from a company in the first half performance, but overall, restricted by the state-owned enterprise system, the lack of consciousness "in time of peace prepare for war".

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