Jan 29, 2019 Pageview:957
1, Shenzhen Bay New Energy Materials co., LTD
Description: Battery, a wholly owned subsidiary of China Baoan, includes Jixi Battery, Jixi Mining Source, Shanxi Battery, Tianjin Battery, Huizhou Battery, etc. Major customers include Samsung, LG, Panasonic, SONY, Japan ATL, Lishen, Bick, BYD, Guoxuan, etc. Anode materials production capacity is 30000 tons/year. In the first half of 2015 output is 12000 tons, sales income 680 million yuan, increasing by 10.62% from a year earlier.
Advantage: Betty ray with the advantages of the industrial chain, and high automation level of production equipment, product quality and competitive price, supply has Samsung SDI, LG Chem, South Korea SK, Panasonic and other international big customer first supplier, industry leading position is still strong. In the first generation product upgrade action faster, BSCN, BISO, the SiO - C has achieved continuous batch supply; The second generation of silicon carbon BLSN products are already in production phase; The third generation of high capacity, high efficiency test in CSC - 3 have also been completed, at present has entered the pilot phase, will further enhance competitiveness. In addition, its parent, China Baoan will Mr Terry loading platform of listed companies, to Mr Terry has brought more financing channels in the future, but will continue to maintain independence and line and the stable development.
2, Shanghai Shanshan technology co., LTD
Description: Shanghai Shanshan is a wholly owned subsidiary of Shanshan shares, with products including mesophase, natural graphite, artificial graphite, graphite, alloy and hard carbon and other five series. Graphite anode materials exist production capacity of 15000 tons/year, construction capacity of 35000 tons. The main customers are LG, SONY, ATL, Lishen, Bick, BYD, GYU, etc. In the first half of 2015, achieve sales of 7197 tons, up 30.90% from a year earlier. Implement main business income is 413 million yuan, up 11.52% year-on-year.
Advantages: rapid expansion. Relying on the parent company, Ningbo Shanshan capital advantage, Shanghai Shanshan capacity expansion and lower prices to build market share. Currently in Ningbo launched the annual output of 35000 tons lithium ion power battery anode materials finished product processed projects. The strength of the research and development is in the field of artificial graphite materials in the industry leading position, at present, the silicon carbon - carbon anode materials, soft, such as lithium titanate new anode project progress to a certain extent, the silicon anode materials into the pilot phase. Since 2014 has been accumulated in the field of silicon, graphene materials issued 10 patents statement, technology research and development advantages are increasingly obvious, has entered the stage of PCT of Japan and South Korea.
3, Hunan star city graphite technology co., LTD
Description: Hunan star city graphite is when l science and technology, Shenzhen innovation investment group, the original entrepreneurs to shareholder capital such as the construction of a modern enterprise. In August 2015, star city graphite officially turn market-making system in the new three board. Anode materials at present, the company production capacity of 8000 tons, to 2015 the quantity will reach 10000 tons, main client has Ben foster, BYD, Suzhou star constant, CATL, etc. In the first half of 2015 revenue of 32.7925 million yuan, up 30% from a year earlier, the net profit of 4.245 million yuan, up 52% from a year earlier.
Advantage: star city of graphite expansion, quickly to 10, 2015 the quantity has been to 10000 tons/year. Along with the increase of the demand for the batteries which power the star city graphite products supply have been strained, with capacity expansion, but suffer from money problems, the new three board listed in 2015 is undoubtedly added power for company development. In addition, the company has developed a soft silicon carbon negative, hard carbon negative electrode, carbon anode materials of new anode materials, including microlite ink anode, high performance, low cost conductive agent, has been in the stage of small batch production. With capital and technology advantage, star city competitiveness of graphite is expected to be in the top three.
4, Jiang Xizi Chen technology co., LTD
Company profile: Zichen technology was established in December 2012, is the new material by Shanghai Pu Han Thai technology co., LTD., Wuhu FuYu mountain Jia hui investment management co., LTD., Shanghai investment management co., LTD., Shanghai Yong investment management co., LTD., joint venture, such as the Shanghai brand to new material technology co., LTD., 51% of the major shares. Anode materials at present, the company production capacity of 10000 tons, including capacity type lithium ion batteries anode materials 7240 tons/year, integrated lithium ion battery cathode materials 2620 tons/year; Multiplying power type lithium ion battery anode materials 140 tons/year, future planning capacity of 40000 tons/year, are the main customers of ATL. In the first half year of 2015, sales income about 2015 yuan.
Advantage: Zichen technology with the advantages of technology research and development and product innovation and the relationship between the original background of ATL, large amount of orders can get ATL are strongly power battery field layout, has Beijing auto, faw, Yutong, BMW and other domestic large customers, can new car sales growth stimulating the demand for power battery material, as ATL big customers, Zichen technology business is growing rapidly. In addition, the company's major shareholders for lithium battery technology research and development experience to the company's investors Shanghai brand new material technology co., LTD., behind plus capital support, still has a certain advantage in the short run. But there is also a single risk customers, the company need to expand their downstream customers.
5, Shenzhen snow industrial development co., LTD
Company profile: the company was founded in 2002, the registered capital of 31 million yuan, with snow in Shenzhen city industrial development co., LTD., graphite materials branch, Shenzhen snow industrial development co., LTD. Baoan branch of the two companies, mainly engaged in lithium-ion battery cathode materials (MAG), modified graphite materials research and development and production, production capacity of 8000 tons, main client has Ben foster, decatur, etc. In 2015 sales revenue is about 80 million yuan.
Advantage: the company focus on creating artificial graphite materials, has a dozen people research and development team, with the central south university, Hunan university, Wuhan university of science and technology, and other scientific research units in colleges and universities have close collaboration. But the mainly artificial graphite series, products are part of the anode materials for lithium titanate, companies have also begun to research silicon carbon composite material. But the lack of customers has low capacity utilization. Future with the requirement of battery capacity, R&D and production of new cathode materials has become a trend, traditional materials will be updated in the risk of alternative, for the company, how to improve their competitiveness, through the adjustment of product structure, more to the development of new products is imminent.
6, Huzhou and the power battery material co., LTD
Company profile: the company was founded in 2009, the registered capital of 15 million yuan, the main lithium battery cathode materials and electrolyte materials. Anode materials include modified artificial graphite, modified natural graphite, the compound type of graphite, carbon mesophase microsphere and so on four big kinds products. Anode materials at present, the company's production capacity of 5000 tons, production capacity of 5000 tons/year, under construction in the future of output can reach 10000 tons/year, main client has Gyu, Bick, etc. Anode materials in the first half of 2015 operating income of 44.31 million yuan, profit of 1.3838 million yuan.
Advantage: the momentum and star city, graphite is a bit like, have a listed parent company, relying on the parent Zhongke Yinghua (600110. SH) platform advantages, coupled with the company have profit for two consecutive years, performance is good also, landing new three board or may in the future. On technical research and development, the company with Suzhou university, Tsinghua university, Suzhou university, central south university has a close cooperation, has the strong technical reserve strength.
7, Jiang Xizheng extension of new energy technology co., LTD
Company profile: the company was founded in 2008, the registered capital of 50 million yuan, give priority to with graphite products, at present all kinds of graphite material annual capacity of 3000 tons, 3 c products cover battery, power battery, storage battery, etc., with advanced automated production equipment, more than 30 professional R&D team, 24 national patents. At present, the anode materials are its new energy annual capacity of 7000 tons, main client has Shenzhen Hua yue bao, Zhongshan TianMao Bick, Ningbo Vico, Shenzhen, etc. In 2015 the company anode materials shipped about 1500 tons, sales income of about 37.06 million yuan.
Advantage: the company with Beijing university of technology, Hunan university, Nanchang university, such as technical cooperation relationship, as of June 2015, 31 is Rio tinto has applied for national patent, 18 4 invention and utility model patents have been authorized. Patent at present, the company focuses on traditional graphite materials, research and development ability is still to be improved, corporate customers are mainly concentrated in the domestic second-line digital battery enterprise, due to the digital cell growth is slowing, cause the overall decline in sales, in 2015, Jiang Xizheng gain national small and medium-sized enterprise listed stock transfer system, formal land capital market company, company should use capital to speed up the transformation of product.
8, Dalian macro light Lithium co., LTD
Company profile: the company was established in November 2013, is a new material by Dalian li chang co., LTD., and science and technology (group) co., LTD. Liaoning is creating reorganization merger, the main products include natural graphite, artificial graphite, graphite, among similar, dynamic composite materials class, etc., have two production bases in Dalian and Dandong, annual production capacity of 3500 tonnes (1500 tons 1500 tons of Dalian, Dandong), the main customer BYD and beak. In the first half of 2015 sales revenue of 35 million yuan.
Advantage: the company focus on the dynamic type of graphite anode materials production, has a certain advantage in technical accumulation, with BYD electric cars and project Bak battery project in HuaYuanKou economic zone, together with the project company lithium ion battery of high performance cathode material forming new technology product innovation chain. Though the relatively stable earnings, with further power battery market growth, with bick and BYD downstream neighbors, the two will be a larger opportunity.
9, Morgan HaiRong Hunan new materials co., LTD
Company profile: Morgan HaiRong Hunan new materials co., LTD was established in 2004, the registered capital of 16 million yuan, in 2011 by the British carbon ceramic material manufacturer Morgan crucible holding public co., LTD, the company currently supply SKG, MGM, P - RC, CAP, EG, CMS anode materials, etc. Series product, the anode materials production capacity is 3000 tons, the main customers universal, etc. Anode materials in the first half of 2015 operate income of about 30 million yuan.
Advantage: in the face of the anode materials field is increasingly fierce competition, the company's performance fell sharply, also fell sharply. The future with the aid of Morgan crucible r&d platform and advanced technology, gradually improve the internal research and development center, research and development team and has its own patent core technology, transfer the attention from overseas market to the domestic market, new negative electrode materials in the future also is expected to recover the lost position. As technology advantage outstanding enterprise, has the ability of economy, extensions with the downstream customers, market share is expected to expand in the future.
10, Tianjin Jin carbon materials science and technology development co., LTD
Company profile: the company was founded in 2007, the registered capital of 11.1 million yuan, the main products are artificial graphite anode materials. The kam beauty of carbon material anode materials production capacity of 5000 tons, the main customers are LG chem, KaiFeng electronics, BAK, established energy, gateway power, etc. Anode materials in the first half of 2015 the company shipped about 700 tons, operating income of about 35 million yuan.
Advantage: Jinmei Carbon has strong technology research and development team on anode materials. Relying on the original technical advantage, become Wu Yu chemistry and artificial graphite material contract maker of the company in the United States, and begin to LG chemical and some U.S. manufacturers of new product development power lithium ion battery. As for the company's customer structure, the strength of the company has a line of battery enterprises. In addition, Jinmei Carbon expands carbon products by recycling raw materials, which greatly reduces the cost of production. Capacity utilization is lower, but the company in the future should be rapidly expanding channels, seize the trend of rapid development of 18650 battery.
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