Part of the largest value-added lithium materials
Lithium chain
roughly divided into four parts. Is the most upstream and mineral
resources, mainly lithium metal and various compounds. Domestic
resources are currently the main CITIC Guoan, Tibet mining control,
these companies also have the lithium carbonate production capacity,
but only industrial-grade lithium carbonate and battery grade lithium
carbonate from Li Qi-day business, Nico State Run supply, of which days
of Qi Li industry, Dell INSPIRON 1000 AC Adapter Dell INSPIRON 1300 AC Adapter
most mature technology, is the industry standard setters, accounting
for about 60% domestic market share. Small Market Companies Road Cheung
shares (002,192, stock it) (002192.SZ) concept is now being given to
lithium, mainly because the company had acquired in a lithium mine in
Sichuan, involved in the upstream areas of mineral resources. canon BP-511 battery Of course, far less than its reserves to mining in Tibet CITIC Ann.
The second part of industry chain of raw materials constitute the batteries: If the cathode material, separator, electrolyte, conductive agent, binder, conductive agent, pole, aluminum-plastic composite film, this part is the core of the lithium industry link. Currently listed companies are mainly involved in the two fields cathode materials and electrolyte.
The future price of battery grade lithium carbonate to maintain a stable high probability,Apple Laptop Battery
the biggest variable is the growth of the downstream electric cars and
lithium carbonate in China the progress of purification techniques.
Purification technology to be a breakthrough
With the electric car the dawn of industrial production is gradually, as the production of essential raw materials, power battery, lithium carbonate more and more attention.Dell INSPIRON B130 AC Adapter Dell Inspiron 1501 AC Adapter
"At present, a slight excess of low-end industrial grade lithium carbonate, and high-end battery grade carbonate slightly nervous. If the technology can not successfully break through, and the successful promotion of electric vehicles,Apple M8403 Battery, Apple M7318 Battery, apple PowerBook G3 Battery, Apple PowerBook G4 Battery, Apple PowerBook G4 15inch Battery, the battery grade lithium carbonate will be in short supply situation." Guotai Junan Securities analyst Sang Yong Liang told the reporter.
Extraction of lithium carbonate into the ore extraction and brine extraction. Currently, 80% of global production of lithium carbonate for the extraction of brine. Lithium Salt Lake immature technology as China, compared with 80% of ore extraction.
"Preparation of high purity lithium carbonate lithium carbonate industry in China and the world of a technical bottleneck." Sang Yong Liang, currently the production of battery grade lithium carbonate, or relying on high-quality salt. Up to now, the direct extraction of lithium from salt lake brine lithium carbonate production can only reach the industrial level (99.5%, magnesium, sodium and chloride content is not up to the root), Apple M8403 Battery, the production of battery grade lithium carbonate purified further processing needed.
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The third part of lithium be packaged chain link, which is lithium battery brands, the domestic lithium battery industry, the majority of companies fall into this category. Major manufacturers, including BYD, BAK batteries, GEM companies 100 000 000 Wei Li to (300014.SZ) belong to this part. Recently been enthusiastically participated in the secondary market of Concord Technology (000,733, stock it) (000733.SZ) and Huafang Textile (600,273, stock it) (600273.SH) is involved in this area, including Concord Technology Investment is still in the conceptual phase, the lithium Huafang textile business development status is still being questioned.
Standard Coexistence and competition between valuation risk
Starting with the electric car market,canon BP-512 battery the demand for lithium batteries is expected in the next few years, increases geometrically. The face of such a huge growth market so quickly, the risk of investment, where is it?Dell Inspiron 9300 battery Dell INSPIRON 9400 Battery
The first is the standard of competition, to lithium batteries with higher added value chain in the cathode material, for example, the presence of lithium cobalt oxide, lithium manganese oxide, nickel, lithium, cobalt and nickel-manganese lithium iron phosphate lithium and other five routes competition. Their own advantages and disadvantages before the four products, lithium iron phosphate by the industry although the most Dell INSPIRON e1505 battery Dell INSPIRON 2500 battery promising, a number of risks involved in investment in this area, but an indisputable reality is: subject to technical and price, lithium iron phosphate is not high market acceptance.
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