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List of leading stocks in lithium battery concept stocks in 2021

Large  Small Date:2021-12-15
   1. CATL (300750), the latest stock price is 652.02 yuan, and the total market value is 1.52 trillion: the world's leading power battery company, ranking the top three in the world for three consecutive years, and the world's first shipment in 2017, which is the driving force for the most supporting models Battery manufacturer; In July 2018, it invested about 2 billion yuan to build the first overseas factory in Germany and cooperated with BMW and other line manufacturers; 2017 lithium battery-related business revenue exceeded 19 billion yuan.  
2. BYD stock 002594, listed for 3528 days, with a total market value of 595928825732.00 yuan. The company is mainly engaged in the secondary rechargeable battery business, mobile phone parts and components business, and includes the automotive business. Among them, the main customers of the secondary battery and mobile phone business include Nokia, Samsung, Motorola, etc.; the company is based on traditional business companies and uses its own technological advantages to actively develop lithium iron phosphate batteries and solar battery products, and is committed to developing its new energy vehicles. , Energy storage power stations and photovoltaic power generation; in the field of power batteries, the group has developed highly safe lithium iron phosphate batteries and high-energy-density ternary batteries, which are used in the fields of electric commercial vehicles and electric passenger vehicles, respectively. This solves the global problems of electric vehicle batteries in terms of safety, cycle life, and cruising range. At present, the group has established a world-leading technological advantage and cost advantage in the power battery field, and has established a leading scale advantage through the rapid expansion of power battery production capacity.   
  3. Wanhua Chemical Stock 600309, 7356 days of listing, with a total market value of 414,823,324,227.12 yuan. The 2020 semi-annual report disclosed: The company and Yantai Zhuoneng's original shareholder Yantai State-owned Assets Management Co., Ltd. signed an equity transfer agreement in April 2020 to acquire 100% of the equity in Yantai Zhuoneng at a consideration of RMB 101,792,200 . The main business scope of Yantai Zhuoneng is the development, production and sales of lithium battery cathode materials, the import and export of goods and technology, the assembly and sales of energy storage lithium batteries, and the sales of non-ferrous metals. Yantai Zhuoneng has completed the industrial and commercial change procedures in April 2020. As of June 30, 2020, the Japanese company holds 100% of Yantai Zhuoneng's equity.   
  4. Yiwei Lithium Energy Stock 300014, listed for 4136 days, with a total market value of 170,111,220,535.74 yuan. China's largest lithium primary battery supplier; its core business is primary lithium batteries and low-power lithium secondary batteries; in June 2017, it became the first domestic lithium battery company to mass-produce 21700 cylindrical ternary batteries (Tesla technology); consumer In terms of lithium-like batteries, it leads in the electronic atomizer and wearable segments; in 2017, the revenue of lithium battery business was 1.39 billion yuan, accounting for 46.62%; in March 19, the subsidiary Yiwei Group was selected as Hyundai Kia Battery supplier   
  5. Luoyang Molybdenum Stock 603993, listed for 3061 days, with a total market value of 158403207891.33 yuan. The cobalt product sold by the company is crude cobalt hydroxide, which is mainly sold to downstream cobalt refineries through long-term agreements. In 2019, the company invested in the Indonesian nickel-cobalt ore hydrometallurgy project, which is still under construction; the company's Congo (DRC) copper and cobalt business product output budget for 2020 is: the output of cobalt metal is 14,000 to 17,000 tons.  
  6. ​​Ganfeng Lithium Stock 002460, listed for 3852 days, with a total market value of 151845032194.27 yuan. The company is a lithium product research and development and production company. The company's main products include lithium metal (industrial grade, battery grade), lithium carbonate (battery grade), lithium chloride (industrial grade, catalyst grade), butyl lithium, lithium fluoride (industrial grade, battery grade), etc. kind. The company is one of the domestic professional manufacturers with the most complete range of lithium products, the longest product processing chain, and the most comprehensive process technology. It is also one of the domestic enterprises that use lithium-containing recycled materials to produce lithium products on a large scale.   
  7. ZTE Stock 000063, listed for 8,500 days, with a total market value of 138783696019.62 yuan. ZTE High Energy Technology Co., Ltd. is a large-scale holding subsidiary in the new energy sector of ZTE Corporation, which is mainly engaged in the research and development, production and sales of new energy vehicle power battery products.   
  8. Huayou Cobalt Co., Ltd. shares 603799, which was listed for 2219 days, with a total market value of RMB 125,899,474,955.40. China's largest supplier of cobalt products; has a complete cobalt and copper development system in Congo (DRC); newly developed products include lithium battery cathode materials ternary precursor products; in 2017, the revenue of cobalt products was 7.384 billion yuan, accounting for 76.49%; ternary The material business income is 684 million yuan, accounting for 7.08%.   
  9, North China Chuang stock 002371, listed for 3999 days, with a total market value of 98594144618.40 yuan. Mainly engaged in semiconductor business; subsidiary North China Innovation Energy is the earliest enterprise in my country to enter the lithium battery equipment industry. Its products include slurry preparation systems for the production of lithium-ion battery pole pieces, vacuum mixers, coating machines, powerful film rolling machines, and high-speed Slitting machine and other equipment; In 2017, the revenue of lithium battery equipment business was 100 million yuan, accounting for 4.52%.   
 10. Enjie shares 002812, listed for 1625 days, with a total market value of 95864454243.36 yuan. Chuangxin shares intends to purchase 93.33% of Shanghai Enjie held by Paul Xiaoming Lee and others through the issuance of shares and raise no more than 800 million yuan in matching funds. After the completion of this transaction, Shanghai Enjie will become the holding subsidiary of Chuangxin shares. Shanghai Enjie has successfully entered the supply chain of mid-to-high-end battery manufacturers by virtue of its technological accumulation and expansion of industrial scale. The market share is continuously expanding. At present, the demand for orders is growing rapidly, and it has good development prospects. After the completion of this transaction, the company will realize the two-wheel drive development of packaging and printing business and lithium battery isolation film business.
 
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