The battle for lithium salt kicked off slowly -Lithium - Ion Battery Equipment

The battle for lithium salt slowly kicked off -Lithium - Ion Battery Equipment

In recent years, benefiting from the rapid growth of China's demand for new energy (electric) vehicles and energy storage, my country's lithium battery industry, especially the power lithium battery industry, has ushered in an explosive period of development, and the industry's long-term prospects are optimistic by all parties. Therefore, many listed companies have deployed lithium batteries in an attempt to grab a share. For a time, lithium battery concept stocks have emerged one after another, and it is difficult to distinguish between true and false. To this end, this article deliberately sorts out the listed companies in the lithium battery industry and analyzes their finances to help readers gain a deeper and more thorough understanding of the current state of the industry. This series divides the lithium battery industry enterprises into: upstream resource and raw material enterprises, midstream battery material enterprises and downstream battery enterprises. This article is the upstream lithium resources and raw material article.(Lithium - Ion Battery Equipment)

According to institutional analysis, my country's lithium battery shipments reached 74.8Gwh in 2017, accounting for 52.1% of global shipments; among them, automotive power lithium battery (EVLIB) shipments reached 38.0Gwh, accounting for the global automotive power lithium battery (EVLIB) shipments reached 38.0Gwh. ) shipments 65.4%. In 2016, my country's lithium power battery shipments were 30.5Gwh, and in 2015, it was 17.0Gwh.

The growth of lithium battery shipments has also driven the rapid growth of upstream lithium compound demand. According to the preliminary statistics of the Lithium Industry Branch of China Nonferrous Metals Industry Association, the world output of lithium and its derivatives in 2017 was about 235,400 tons of lithium carbonate equivalent, a year-on-year increase of 21.5%; among which, my country's lithium salt output was 123,400 tons, a year-on-year increase of 43.5%; In 2017, the global lithium consumption was equivalent to about 237,000 tons of lithium carbonate, an increase of about 15% year-on-year; the global supply of lithium compounds was in a tight balance throughout the year, and the price of lithium carbonate also rose from 120,000 to 30,000 yuan/ton at the beginning of the year. 70,000 yuan / ton, and even reached 180,000 yuan / ton at the highest; among them, the highest increase of battery-grade lithium carbonate reached 47.54%, and the increase of industrial-grade lithium carbonate was 52.73%.

The rapid rise in the price of lithium salt raw materials such as lithium carbonate has not only promoted the expansion of production capacity of original enterprises, but also attracted a large number of outsiders to enter. A battle for lithium salt is slowly kicking off.

Tianqi Lithium's Plan

Tianqi Lithium is one of the top five lithium ore suppliers in the world. Its main business includes: development of solid lithium ore resources, production of lithium chemical products and lithium ore trade. The main product varieties include chemical grade lithium concentrate, technical grade lithium concentrate, industrial grade lithium carbonate, battery grade lithium carbonate, industrial grade lithium hydroxide, battery grade lithium hydroxide, anhydrous lithium chloride, metal lithium and other lithium chemical products .

In 2017, benefiting from the high price of lithium carbonate and the increase in demand, the performance of Tianqi Lithium increased significantly: the sales volume of lithium concentrate increased by 29.84% over the previous year to 407,200 tons, and the average sales price increased by 27.04% over the previous year; lithium The sales volume of chemical products increased by 33.28% over the previous year, reaching 32,400 tons; the annual operating income was 5.47 billion yuan, an increase of 40.09% over the same period of the previous year; the comprehensive gross profit margin of the products was 70.14% (see Table 1); Shareholders' net profit was 2.145 billion yuan, an increase of 41.86% over the same period of the previous year.




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