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2020

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Decoding the pros and cons of overseas Taobao for Chinese lithium battery companies

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In 2017, Wanxiang A123 won a new order from SAIC General Motors worth over US$1 billion for its owner, involving 2.6 million sets of 48-volt super lithium iron phosphate batteries.
At the same time, the low-voltage micro-hybrid high-power batteries developed by A123 were originally supplied to McLaren and are now supplied to Ferrari and Daimler's hybrid vehicles.
Talison: Since the completion of Tianqi Lithium's acquisition of Talison in 2013, domestic securities firms such as Everbright Securities, GF Securities, and Haitong Securities have rated Tianqi Lithium's stock as "overweight" or "buy" at a certain stage. " and other levels.
After acquiring Talison, Tianqi Lithium has mastered the raw material procurement channels of many domestic companies. By expanding its own production capacity and restricting the conventional commercial operations of domestic peers’ raw material supply, Tianqi Lithium has rapidly expanded its own scale and market share, and gradually established itself as the No. 1 domestic company. The status of a lithium company.
Data show that in 2015, Talison's effective production capacity was more than 430,000 tons, of which nearly 80% was sold to China.
In terms of net profit, Tianqi Lithium has achieved a counterattack from a loss of 190 million yuan in 2013 to a net profit of nearly 1.6 billion yuan in 2016; at the capital level, Tianqi Lithium's market value has surged from 4.5 billion yuan at the end of 2012. rose to 37.4 billion yuan.
In 2017, Talison Lithium Concentrate proposed a production expansion proposal, planning to increase the production capacity from the original 740,000 tons/year to 1.34 million tons/year, and all construction funds will be raised by Talison itself.
After the expansion, Talison will provide further support for Tianqi Lithium's "Phase 2 battery-grade monohydrate lithium hydroxide project with an annual output of 24,000 tons" and the newly built "ore lithium extraction production line and lithium raw material recycling production line" project .
Saab Automobile: Unlike the above three cases, after the acquisition of Saab Automobile, the acquirer National Power has not announced the significant impact of the acquisition on its performance or market.
CATL’s acquisition of Wemed Auto: CATL intends to explore foreign markets, obtain in-depth cooperation channels with high-end automotive customers, and strengthen its market positioning while enhancing its overall strength to achieve the goal of quickly entering the European electric vehicle market.
BASF's electrolyte business and Suzhou production base: The acquisition of New Zeubang is intended to integrate its technical resources in the lithium battery electrolyte business and enhance the core competitiveness of its products in the new energy industry chain. At the same time, it will increase its electrolyte production capacity and expand the international influence of its electrolyte business.
 

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2020-04

Certifications

Our company has an excellent marketing team, scientific operating mechanism, complete internal management procedures and strict rules and regulations. Now we have advanced production equipment, exquisite production technology, strong technical force, perfect quality assurance system and pre-sales and after-sales service system.

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2020-04

R&D strength

A high-tech enterprise focusing on the integration of new energy product R&D, manufacturing, brand promotion and operations, always keeping pace with the world's leading technology and management. Now it has developed more than 10 series of more than 100 well-known brand products such as lithium-ion battery packs, 18650 lithium batteries, nickel-metal hydride batteries, alkaline batteries, polymer lithium batteries and mobile power supplies. The company's products have excellent performance and good consistency. They are not only in a leading position in the country, but also reach the world's leading level.

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2020-04

The lithium battery industry can still expect high growth in the next few years

Li Zhenqiang, CEO of Qidian Research, said at the meeting that from the perspective of China’s lithium battery competition landscape, industry concentration is far lower than abroad. In 2015, the global market concentration rate of the top 10 Chinese lithium batteries was 44.4%, and only one of the top 10 companies was not involved in power batteries. Li Zhenqiang predicts that China's lithium-ion battery market will reach 96.11GWH by 2018, with a compound growth rate of 25% in the next three years, EVs will maintain a compound growth rate of more than 40%, and the ESS market is expected to explode in 2018.

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2020-04

Decoding the pros and cons of overseas Taobao for Chinese lithium battery companies

In 2017, Wanxiang A123 won a new order from SAIC General Motors worth over US$1 billion for its owner, involving 2.6 million sets of 48-volt super lithium iron phosphate batteries.

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2020-04

Where is the energy storage battery?

For all intents and purposes, Aquin Energy seems destined to succeed. The emerging startup, which sells high-capacity energy storage batteries to renewable energy projects and grids, was founded in 2007 by Jay Whitacre, a materials science professor at Carnegie Mellon University. , once developed batteries for NASA’s Mars rover. Aquin Energy has raised nearly $200 million from high-profile investors including venture capitalists including Bill Gates, Kleiner Perkins and Shell. Perhaps most importantly, when the company first entered the market, it was clearly and keenly aware of the biggest problem of previous battery project startups-it was difficult to avoid the use of rare materials. With lessons learned from the past, Aquin Energy relied more on production equipment that had changed its original purpose and determined the possible market profit direction.

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2020-04

More than 5 power battery companies are involved in upstream lithium mines

On the demand side, according to data from the China Geological Survey, the annual production of 2 million new energy vehicles will be achieved by 2020, and the consumption of lithium products will reach 80,000 to 100,000 tons of lithium carbonate equivalent, exceeding the national lithium product consumption in 2015. Under the premise that demand in other fields remains unchanged, the development of the new energy vehicle industry will lead to an average annual demand growth rate of 10% to 15%. It is expected that lithium demand will reach 150,000 tons of lithium carbonate equivalent in 2020.

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2020-05

Warmly celebrate our company's successful passing of ISO9001 quality management system certification

Warmly celebrate our company's successful passing of ISO9001 quality management system certification

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2020-05

Super battery/graphene battery is not the best yet. Take stock of 12 new battery technologies

A battery is a device that converts energy produced by chemical reactions directly into electrical energy. It has the characteristics of stable voltage, stable current, stable power supply for a long time, little influence from the outside world, simple structure, easy to carry, simple and easy charging and discharging operations, stable and reliable performance, and brings a lot of convenience to modern social life.