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Battery Business Expands

Author: Source: Datetime: 2016-09-03 16:03:50
Li Zhenqiang said recent visits to research from the point of view, including BYD, Tianjin Lishen, SINOPOLYBATTERY, China Xuan Tech battery and other mainstream companies are accelerating expansion, seize more market share, only the power of new entrants since 2016 lifePo4 batteries business will be over 30, there are many battery 3C corporate restructuring, cross-border corporate restructuring as well as lead-acid batteries and the like.

"We also have statistics, upstream materials companies also under expansion, but the overall rate of expansion, and the expansion of production time scale slower than solar powered protable generator factory, the short one to two years, or upstream materials in tight situations." Li Zhenqiang said.

Lithium large statistical data show that in the first half, the four key materials for lithium cathode material, anode material, electrolyte, separator, its average production in the country accounted for about half of their global output. "The first half diaphragm domestic production was 400 million square meters, an increase of 31.6%, accounting for almost half of the world's 790 million square meters of membrane production.", Li Zhenqiang said.

In all aspects of lithium, gross margin is larger Tianqi Lithium Industries (002466, SZ), the main lithium carbonate, gross profit margin of 11% from 2014 to 2015, soaring 32.01 percent. And we continue to raise this year. Fluoride main lithium salt and more (002407, SZ), the main godsend electrolyte material (002709, SZ), with its gross margins have greatly improved in other sectors are relatively stable.
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