"Lithium Battery" will become the hottest technical word in 2021. Will the more than 12 unfamiliar companies be "exposed to the light"?

SMM December 30th: recently, according to the annual inventory released by the media, lithium batteries and new energy vehicles are among the top ten technical keywords in 2021. The rapid surge in the prices of lithium-related products this year has also triggered heated discussions in the industry. According to the historical price of SMM, as of December 30, the average spot price of lithium metal was 1.275 million yuan / ton, up 790000 yuan / ton or 162.88% from the beginning of the year.

"Click to view the historical price of SMM Metals.

At the same time, the performance of lithium salts represented by lithium carbonate is not willing to lag behind. since the beginning of the year, the average spot price of domestic battery-grade lithium carbonate has soared to 271500 yuan / ton, up 218500 yuan / ton from the beginning of the year, an increase of 412.26%.

"Click to view the spot price of SMM new energy products

SMM research shows that lithium carbonate, into 2022, Qinghai region may open supply, but the price will remain high, trading volume is expected to increase in early January, lithium carbonate prices may be significantly upward. "View details

The sharp rise in the price of lithium-related products has also made the enterprises related to its industrial chain gain a lot. "rising with lithium" has also become a favorite topic in the industry in the second half of this year, not to mention that many enterprises in the middle and lower reaches of lithium power are scrambling to develop upstream lithium ore resources in order to stabilize costs and expand their influence, and the recent cross-bank layout of lithium power business is also numerous. A number of stocks closely related to the lithium power industry, such as Mount Qomolangma in Tibet, Tianqi Lithium Industry, Yongtai Technology and other stocks, have all risen more than 100% so far this year.

Recently, at a time when the price of lithium carbonate continues to rise and many institutions have expressed a strong optimistic attitude towards the lithium industry in the future, many enterprises have received questions from investors about whether they are involved in lithium. Quite a bit as long as the enterprise is related to lithium is the "potential stock" posture. SMM briefly sorted out the recent responses from enterprises about "lithium exposure", as follows:

In recent days, nothing is more typical than the National Machine General Motors, which recorded three consecutive boards while the Salt Lake Lithium extraction Index continued to rise a few days ago. Yesterday night, Guomai GM issued a stock abnormal fluctuation announcement explaining that the company only has centrifugal extractor products that can be used in the field of lithium extraction from salt lake, and that the business of centrifugal extractor accounts for about 5% of the company's operating income in the past three years, and is rarely used in the field of lithium extraction from salt lake. In addition, the company does not have any other products and technical reserves in the field of lithium extraction from salt lake.

[winning glory shares: the company's products are used in the salt lake lithium extraction and purification process, but there is no salt lake lithium extraction and purification technology at present] when some investors asked, "what are the advantages of the company in the salt lake lithium extraction and purification technology?" The company's products are used for lithium extraction and purification in salt lake, but there is no lithium extraction and purification technology in salt lake at present.

[Saiwu Technology: many of the company's membrane materials for new energy lithium batteries belong to innovative research and development and are in an industry-leading position] some investors asked on the investor interactive platform: what is the membrane material of lithium batteries for new energy vehicles? the semi-annual report shows that the business has increased 17 times, and the main customers are Ningde Times and BYD? In this regard, Saiwu Technology said that the membrane products of the company's new energy lithium battery mainly include core blue film (battery core aluminum shell external insulating blue film), CCS insulating film (battery core integrated wire harness packaging insulating film), FFC packaging film (battery signal transmission wire harness packaging film), side plate film (inner insulating film of metal structure), and various structural tapes, etc. The main customers of the above products include BYD, Ningde era, SAIC era, Funeng Technology and so on. The company in the new energy lithium battery a number of membrane material products belong to innovative research and development, in the industry leading position.

[Fulin Seiko: the company's lithium iron phosphate cathode materials are mainly used in new energy vehicle power batteries, and can also be used in the field of energy storage. Fulin Seiko said on December 27 on the investor interactive platform that the company's lithium iron phosphate cathode materials are mainly used in new energy vehicle power batteries, and can also be used in the field of energy storage. The subsidiary Jiangxi sublimation has an annual production capacity of 50,000 tons and an annual capacity of 60,000 tons of lithium iron phosphate cathode material production line is located in the same area of the company's Sichuan flood shooting base. In addition, the company flood base 50,000 tons of lithium iron phosphate cathode material project has been officially put into production, production capacity has been released in an orderly manner and has started batch supply.

[Shanhe Intelligence: the design capacity of Guizhou Dalong Park of the company's negative material project is 100000 tons] due to the adjustment of the local government's urban planning, the land for this project needs to be reduced by 10-20 meters above sea level, so it is still in the process of land formation. It is estimated that the construction of the 20, 000-ton plant and the public auxiliary facilities corresponding to the 100000-ton capacity will be completed within one year after the land delivery is completed, and the remaining 80, 000-ton capacity will be arranged according to market demand.

As for investors' questions about why the company cut into anode materials rather than cathode materials, Shanghe Intelligence said that the production of negative materials requires more equipment than cathode materials, especially continuous graphitization at high temperature. Shanhe Intelligence has good conditions in equipment development and research, and combined with the material and process research basis of the technical team, first cut into the production of anode materials.

[Baichuan Co., Ltd.: the coal series needle coke produced by the company can be used to supply downstream enterprises to produce ultra-high power graphite electrodes and lithium anode materials] Baichuan Co., Ltd. said on the investor interactive platform on December 27 that the coal series needle coke produced by the company can mainly be used to supply downstream enterprises to produce ultra-high power graphite electrodes and lithium anode materials. And further supply downstream electric arc furnace steelmaking industry and new energy vehicle power battery, energy storage battery, consumer battery and other fields.

[Jingwei shares: the company's lithium battery project is under construction] on December 27, Jingwei shares said on the interactive platform that the company's lithium battery project is already under construction, and the company's lithium battery project is invested in stages, with an investment of 800 million yuan in the first phase of the project.

[Yicheng Xinneng: the company's annual 1.5GWh lithium battery project production line is currently being debugged with materials on a single machine] the company mainly produces 18650 and 21700 cylindrical lithium-ion batteries, mainly used in cordless power tools. The energy storage market has broad prospects in the future, and we will pay attention to the research on new products and technologies that are in line with the development of the industry.

[Funeng Oriental: the company's subsidiary ultra-industrial precision products are mainly suitable for the production of power lithium batteries and digital lithium batteries] the enterprise mainly provides lithium battery production enterprises with high-quality lithium battery production equipment and covers the production of lithium batteries, such as sheet punching, lamination, welding, packaging, liquid injection, degassing and other lithium battery production. One-stop automation solutions.

[Nandu Power: the company's solid-state lithium battery research and development is progressing smoothly] when investors asked about the company's solid-state lithium battery research and development process, Nandu Power said that the company's solid-state lithium battery research and development is progressing smoothly. And on December 6, Nandu Power won the bid for lithium iron phosphate battery collection project for China Tower in 2021, with a winning share of 19%. The lithium iron phosphate battery of the company's electric vehicles is mainly used for low-speed cars produced by small and micro car companies, and high-energy lithium batteries for cars need to be produced according to customer demand.

In addition, the company's lithium recovery capacity of 25000 tons per year, the main products are lithium carbonate, lithium hydroxide, cobalt sulfate, nickel sulfate, manganese sulfate, nickel cobalt manganese and other ternary precursors, ternary cathode materials. When the 25000-ton lithium battery recycling project is fully produced, it can meet the company's demand for lithium cathode materials. The company will carry out the second phase of the lithium recycling project according to the follow-up demand.

[Hengli Petrochemical: introducing 12 wet lithium battery diaphragm production lines to speed up the layout of new energy materials] news on December 27th, Hengli Petrochemical accelerated the layout of new energy materials and introduced 12 wet lithium battery diaphragm production lines with an annual production capacity of 1.6 billion square meters.

[Penghui Energy: the company's main business is still lithium batteries, with technical reserves in hydrogen fuel cells] the company's main business is the research, production and marketing of lithium batteries, covering consumer digital, energy storage, light power and automotive power. According to the data of the first three quarters, energy storage business has increased rapidly, accounting for nearly 30% of total revenue. According to the company's strategic plan, the proportion of energy storage business will rise to more than 50% in the future.

In addition to the above-mentioned enterprises that do have lithium-related business, there are also many companies that have been asked hopefully by investors, but the result has given a completely opposite response.

On December 29, Huayang Xincai replied whether the company was involved in lithium battery recycling business, saying that the company is currently involved in platinum net products and does not involve lithium battery recycling business. On the same day, Lianchuang Electronics said it had no plans to lay out the lithium battery industry. Jianyan Design also replied when investors asked whether the company had the qualification to design and build a salt lake lithium extraction project, which the company does not have at present.

On December 27, an investor asked Qingdao Jinwang about the progress of the company's lithium battery electrolyte. In response, Qingdao Jinwang replied that the company's main business is new material candle business, cosmetics business and supply chain business. Lithium battery electrolyte business is not involved. On the same day, Huazi Technology also refuted the rumor that the company did not have the related application of extracting lithium from salt lake for the time being.