Ternary battery processors make big profits and actively transform to win the market

In 2018, the development direction of new energy vehicle batteries is still dominated by ternary materials. According to data, ternary battery processors made big profits last year and actively transformed to win the market. The following is the content that the editor brings about the big profits of ternary battery processors, and friends who are interested will take a look. Ternary battery processors make a big profit by actively transforming to win the market. On the eve of the Spring Festival, the Ministry of Industry and Information Technology and other four ministries jointly announced the 'Notice on Adjusting and Improving the Fiscal Subsidy Policy for the Promotion and Use of New Energy VehiclesSubsidy standards. Since the ternary battery technology route used in new energy vehicles meets the above requirements, industry insiders believe that the development direction of new energy vehicle batteries in 2018 will still be based on ternary materials. Since 2017, with the country's changes in subsidies for new energy vehicles, the market share of ternary batteries has rapidly expanded. The new three-board company, which deployed ternary power lithium batteries in advance, made a lot of money last year. The ternary battery processor makes a big profit on lithium iron phosphate, which was once the main technical route of my country's power lithium battery. In December 2016, the Ministry of Industry and Information Technology and others announced the 'Notice on Adjusting the Financial Subsidy Policy for the Promotion and Use of New Energy VehiclesThe better performance in terms of energy density and energy density makes ternary materials the technological direction leading the industry. According to data from the Lithium Branch of the my country Nonferrous Metals Industry Association, in 2017, the production and sales of new energy vehicles increased by more than 50%, and the output of power lithium batteries increased by more than 40%. Among the cathode materials, the output of ternary materials increased by 93.85% year-on-year, which was much higher than the 36.49% growth rate of traditional lithium iron phosphate batteries. The financial reports of related NEEQ companies also reflect this trend. The NEEQ company Anda Technology's annual report shows that in 2017, the company achieved operating income of 1.076 billion yuan, a year-on-year increase of 18.06%; net profit of 200 million yuan, a year-on-year decrease of 24.45%. Anda Technology is a cathode material manufacturing company for lithium iron phosphate batteries. Its customers BYD, Hefei Guoxuan, and AVIC Lithium Battery are all industry leaders. Ternary battery processors have made a lot of money to actively transform and win the market. The new three-board companies that have deployed ternary batteries in advance have achieved good results last year. Zhenhua New Materials' important products are lithium-cobalt-nickel-manganese ternary, lithium cobalt oxide, composite ternary, high-manganese polycrystalline and other lithium-ion battery cathode materials. In the first half of 2017, the company completed its business plan ahead of schedule. Among them, operating income completed 69.28% of the annual plan, a year-on-year increase of 167.90%; total profit completed 153.46% of the annual plan, a year-on-year increase of 480.79%. The company said that the company's ternary materials can meet customers' high-performance needs, and the demand has surged, and sales have increased by 424.41% year-on-year. At the same time, the proportion of ternary cathode materials in the revenue structure of Zhenhua New Materials has increased significantly, from 34.56% in the same period last year to 89.24%. Shanshan Energy’s main business is the processing and sales of lithium-ion battery cathode materials, such as lithium cobalt oxide and multi-element cathode materials, which are mainly used in mobile equipment energy storage batteries and automotive power lithium batteries. In the first half of 2017, the company achieved operating income of 2.112 billion yuan, a year-on-year increase of 88.99%; realized net profit of 275.2 million yuan, a year-on-year increase of 166.68%. Active transformation to win the market. Tianjin is a company specializing in the supply of new energy vehicle power lithium-ion batteries, polymer lithium-ion batteries and 3C digital lithium-ion batteries. In the past two years, the company has taken the initiative to increase processing power lithium batteries, and has achieved good results. Data shows that on the basis of solid 3C product sales, Tianjin's power lithium battery pack sales accounted for 48.43% from 1.89% in the same period last year. In the first half of last year, Tianjin’s operating income was 463 million yuan, a year-on-year increase of 129.06%; net profit was 29.255 million yuan, a year-on-year increase of 184.59%. The company said that the increase in performance is mainly due to the government's gradual clarity on the new energy lithium battery industry policy. The company has made accurate judgments on industry trends, and has made corresponding improvements and improvements to the performance of the products, which meets the rigidity of customers under the new policy environment. The demand can be processed at full load at the beginning of the year to realize the improvement of product quality and increase the utilization rate of production, and the two tracks are parallel. In contrast, the performance growth of peer companies that did not enter the power lithium battery market in time is clearly lower than that of Tianjin.