Lithium battery demand soars -Lithium - Ion Battery Equipment

TSLA plant construction stimulates battery demand -Lithium - Ion Battery Equipment

On July 10, TSLA announced that its Chinese factory will be located in Lingang, Shanghai (stock price 600848, diagnostic stock), and will build a TSLA super factory that integrates R&D, manufacturing, sales and other functions as a sole proprietorship. The project plans to produce 500,000 pure electric vehicles annually. At the same time, TSLA (Beijing) Science and Technology Innovation Center recently announced the establishment. The center is TSLA's first technology innovation center outside the United States.(Lithium - Ion Battery Equipment)

Institutional analysis pointed out that the lower price of TSLA after localization is expected to achieve better sales, which is good for related supporting parts suppliers, but may have a certain impact on the new energy vehicle market.

Demand for power lithium batteries will increase significantly

Soochow Securities (stock 601555, diagnostic stock) pointed out that my country's factory will become TSLA's second largest production base in the world. If it is calculated based on the annual output of 500,000 complete vehicles, the annual battery demand of TSLA Shanghai plant is 40GWh. The corresponding equipment demand is 12 billion yuan, and the corresponding annual battery purchase amount exceeds 28 billion yuan.

The lithium battery sector has recently strengthened. Tianhua Chaojing, the leader of the concept sector (market price 300390, diagnostic stock), has been trading at the daily limit for 6 trading days since July 6. Jingwei shares (market 002662, diagnostic stocks) rose by more than 40% in the past five trading days.

According to the statistics of Caihui big data terminal, among the 180 listed companies in the lithium-ion battery sector, 135 companies have announced their performance forecasts. Judging from the stock price performance in the last month, the top gainers are all companies with expected performance increase.

Listed companies compete for cross-border layout

On July 11, the my country Association of Automobile Manufacturers released the latest data on automobile production and sales in the first half of this year.

From January to June, the production and sales of new energy vehicles rose rapidly, with 413,000 and 412,000 vehicles completed, up 94.9% and 111.5% year-on-year, respectively.

The outbreak of the new energy vehicle industry represented by TSLA has attracted more and more capital to enter across borders, hoping to get a share of the pie. Since 2018, a number of listed companies have announced announcements to set foot in the field of lithium-ion batteries.

On the evening of July 16, Sichuan Jinding (stock price 600678, diagnostic stock) announced that the company plans to acquire 36.5625% equity of Haiying Technology held by Haiying Holdings for 468 million yuan in cash, and then increase the capital of Haiying Technology by 60 million yuan. After the capital increase is completed, Sichuan Jinding will hold 39.403% of Haiying Technology and become the controlling shareholder. Haiying Technology is mainly engaged in the research and development, production and sales of new energy lithium-ion batteries. It has more than ten years of experience in research and development, production and sales of new energy lithium-ion batteries, and has independent intellectual property rights.

On the evening of June 13th, Sichuan Chemical Co., Ltd. (market price 000155, diagnostic stock) announced that the company plans to purchase a 50% stake in Sichuan Energy Investment Lithium Industry Co., Ltd. held by Sichuan Energy Investment Group Co., Ltd. and sign an equity acquisition framework. protocol. The main business of Sichuan Energy Investment Lithium Industry Co., Ltd. is the mining, dressing and sales of rare rare earth metals; research and consulting services for lithium battery products.

On the evening of June 11, Sichuan Luqiao (market price 600039, diagnostic stock) announced that the company recently signed a project company " Shareholders' Capital Contribution Agreement" and "Articles of Association". The project company is tentatively named Sichuan Xinlixiang Energy Technology Co., Ltd., and the project construction is a 10,000-ton/year ternary cathode material and a 20,000-ton/year cathode material precursor project.

Other listed companies that have announced their entry into the field of lithium batteries this year include Soft Control Shares (market 002073, diagnostic stocks), Tibet City Investment (market 600773, diagnostic stocks) and so on.

Facing more and more new entrants, leading lithium-ion battery companies are not to be outdone and have announced production expansion.

Institutions are optimistic about the prospects of lithium batteries

Regarding the market prospects of the lithium-ion battery industry, brokerages have expressed their optimism.



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