Lithium batteries are still optimistic about the prospects of 2021, pay attention to related stocks opportunities

by:CTECHi     2021-07-19

[Lithium batteries are still promising in 2021. In 2019, my country’s lithium-ion battery output will reach 15.722 billion; from January to November 2020, my country’s lithium-ion battery output will reach 16.681 billion]

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Lithium battery is a kind of battery that uses lithium metal or lithium alloy as negative electrode material and uses non-aqueous electrolyte solution. Lithium batteries are mainly used in digital products in traditional fields and in power batteries and energy storage fields in emerging fields.

In recent years, my country's lithium battery output has increased year by year. In terms of demand, thanks to the development of new energy vehicles and the increase in demand for power batteries, my country's lithium battery shipments have increased year by year, reaching 131.6GWh in 2019, and the industrial scale has exceeded 170 billion yuan.

In the future, with the development of the global new energy industry, electric vehicles will gradually become a large demand industry for lithium batteries, so power lithium batteries have become a concentrated area of u200bu200bdemand growth for the lithium battery industry.

The upstream raw materials of lithium batteries mainly include nickel, cobalt, manganese, lithium ore and graphite ore, which constitute the positive and negative electrode materials, electrolyte, electrode substrate, diaphragm, etc.; midstream It is to assemble the positive and negative electrode materials, electrolyte, electrode substrate, and separator into electric cores for manufacturing and packaging; the downstream is the application field of lithium batteries.

In recent years, the demand for lithium batteries for 3C products has increased steadily, and with the gradual expansion of the market scale of new energy vehicles and the expansion of demand for energy storage batteries, the output of lithium batteries in my country The scale is expanding year by year. According to data from the National Bureau of Statistics, my country's lithium battery output continued to grow from 2015 to 2019. In 2019, my country's lithium-ion battery output was 15.722 billion. From January to November 2020, my country's lithium-ion battery output will reach 16.681 billion.

From January to December 2020, my country's total power battery installed capacity is 63.6GWh, a cumulative increase of 2.3% year-on-year. Power battery shipments in 2020 will be 80GWh, a year-on-year increase of 13%.

Lithium battery, energy saving and high speed will be the development trend of lithium battery in the future. As an important part of the new energy field, the lithium battery industry has developed rapidly and has become a new focus of investment in the manufacturing field. Lithium battery companies have increased the construction of new factories, hoping to increase production capacity and win with the help of scale. Energy-saving and high-speed manufacturing of lithium batteries has become a new industry trend.

In the secondary market, we continue to be optimistic about the prospects of the lithium battery industry chain in 2021, and relevant stocks can focus on:

1. Dangsheng Technology (300073). Since its establishment, the company has been focusing on the Ru0026D and production of lithium battery cathode materials. It has a high-quality and experienced Ru0026D team and has always maintained a leading position in the industry;

2, Xinzhoubang (300037), the company's main business is the research and development, production, sales and service of new electronic chemicals and functional materials, the main products include capacitor chemicals, lithium batteries Four major series of chemicals, organic fluorine chemicals, and semiconductor chemicals;

3, Tinci Materials (002709), whose main business is the research and development, production and production of new fine chemical materials Sales belong to the fine chemical industry. In recent years, China has attached great importance to the development of fine chemicals. It has taken fine chemicals, especially new fields of fine chemicals, as one of the strategic priorities for the development of the chemical industry. It has been included in a number of national plans to provide key support from policies and funds; /p>

4. Polyfluorine (002407). The company focuses on the three elements of fluorine, lithium, and silicon. The company researches the synthesis of new materials from the lean chemical industry. Clever separation, combining fluorine and lithium, using phosphate fertilizer by-product fluorine to produce high polymer cryolite, by-product silicon to produce white carbon black and monocrystalline silicon, and new breakthroughs in the research and development of lithium resources, through the purification of lithium concentrate , The by-produced lithium fluoride can not only be sold outside, but also can produce lithium-containing anhydrous aluminum fluoride, further reducing the manufacturing cost of lithium hexafluorophosphate, and realizing high-end utilization of low-grade lithium resources; p>5. Yiwei Lithium Energy (300014). At present, the company’s main products include lithium primary batteries and lithium ion batteries, which are widely used in health care, smart security, smart meters, electronic atomizers, smart wearables, and E-call , High-end digital, sharing economy, intelligent transportation, location tracking, new energy vehicles, energy storage systems, and other fields.

Review of previous highlights:

Zhaoyi Innovation (603986) has achieved the largest increase since February 1st. 8%;

Western Animal Husbandry (300106) has seen a maximum increase of over 8% since its attention on January 25;

Since its attention on January 25, COFCO (000930) has achieved a maximum increase of more than 15%;

Longji shares (601012) has achieved a maximum increase of more than 15%;

Daan Gene (002030) has seen a maximum increase of over 20% since its attention on January 18;

Risk reminder: At your own risk, there are risks in the stock market, and investment needs to be cautious.

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