Lithium battery industry has become a hot investment

With the rapid expansion of the new energy automotive market, the lithium battery industry ushered in the spring of development. According to data from the Ministry of Industry and Information Technology, in the first half of this year, lithium ion battery manufacturing companies accumulatively completed 17.4 percent year-on-year growth in main business revenue, and realized a total profit increase of 72.8 percent year-on-year. At the same time, continuing to increase investment in the lithium battery industry has also become a With the common choice of companies, the amount of investment is often several billion yuan, and some even hundreds of billions.

Shanshan's net profit soared 413.79% in the first half of the year, but it was not the lithium battery business that made a major contribution, which was mainly due to the sale of a partial equity of Ningbo Bank during the period to obtain investment income of 521 million yuan (after tax). In the first half of 2015, the sales volume of lithium-ion battery materials business of the company increased by 36.92% year-on-year, and the main business revenue increased by 32.03% year-on-year, but the operating cost increased by 38.14% year-on-year and contributed a net profit of 46.7851 million yuan, a year-on-year decrease of 8.81%. The explanation was mainly due to the fierce market competition that led to the decline in the profits of the electrolyte and anode materials business.

It is understood that Shanshan has implemented a number of initiatives. The company launched a processing project for finished products of lithium ion battery anode materials with an annual output of 35,000 tons in Ningbo, and has passed the environmental impact evaluation; actively promotes the application of LIC (Lithium Ion Capacitor) in the field of energy-saving transportation, research and development, and industrialization, and has already worked with related technical teams. LIC's R&D, application and promotion are actively approached; a joint venture with Taiwan Bada Innovation & Technology Co., Ltd. is established.

The original main business and lithium batteries are not much related to the del family recently announced the increase plan, the company's non-public offering of stocks to raise funds 2 billion yuan to invest in graphene super lithium battery project and containing graphene super lithium battery materials (negative Materials, ceramic diaphragms, and soft packs) items.

Chengfei Integration also announced that the company’s holding subsidiary, CNAC Lithium Battery, plans to cooperate with the government of Jintan District, Changzhou City to build “Zhonghang Lithium-ion Power Battery Project” with a total investment of RMB 12.5 billion and a 12-GWh lithium ion will be formed after completion. Annual production capacity of power battery. At the same time, China National Aviation Lithium Electric intends to plan the third phase of its project in Luoyang Industrial Park, with a total investment of 1.45 billion yuan, and an annual production capacity of 1.5 billion watt-hour lithium battery production line. It is estimated that the annual sales income can reach 2.4 billion yuan after the completion of the project.

In addition, BYD, a new energy auto giant, issued a fixed-income plan in June this year, and plans to raise no more than 15 billion yuan in non-public issuance of shares for use in lithium-ion battery expansion projects and new energy vehicle R&D projects.

According to Anxin Securities Research, the total power consumption of new energy vehicles in 2020 will be about ten times that of 2014. The new equipment demand will drive the development of market space. In 2015, the growth rate of lithium-ion power equipment will be high, and by 2016, the power battery The relationship between supply and demand may be reversed. The industry is concerned that the current domestic investment in the lithium battery industry continues to increase, and market competition will surely become more severe.