May 19
Consultant in the automotive industry analyst for Sheng-mao said that the current global market for lithium laptop battery electrolyte balance between supply and demand, mainly lithium batteries on the stock market, the increase depends on future market power lithium-ion battery market, particularly once the emergence of electric vehicles, will take to the explosive growth of the electrolyte. The industry believes that the electrolyte remains in the 3-5 years after the sunrise industry.
The impact of lithium battery electrolyte performance is an important material, accounting for the cost of lithium batteries FP282 battery , FT080 battery , G5226 battery by about 12%, gross profit margins approaching 40%. Supporting different requirements in accordance with 80000 -20 million / tons, the lowest 10 percent gross margin, up to 35%. New energy to the electrolyte requirements of vehicle batteries is relatively high, but very little amount. For example, a cell phone battery only 3 grams, the proportion of very small, for the production of 2000 tons electrolyte 600 million mobile phone batteries. Not the same as car battery, and a car will be 40 kilograms!
Currently supporting electrolyte battery manufacturers have also made a basic realization. Major production enterprises electrolyte Huarong Chemical, Shasha stock , Zhuhai race Wei Electronics, Tianjin Jinniu, Shantou golden, heaven-sent, such as Guangzhou, more than 10. Annual production capacity of 1000 tons and above all to meet China’s current production of lithium batteries WW116 battery , XD187 battery , XD736 battery , and are exported. Among them, the Huarong Chemical, Zhuhai race Wei electronic positioning high-end market, other companies can only do so in the low-end market.
Domestic listed companies, the Jiangsu Guotai (002,091) Huarong Chemical Holdings subsidiary is the nation’s largest manufacturer of lithium Inspiron XPS M170 battery electrolyte. According to Jiang, chairman of Huarong Chemical Health introduced in 2008, actual production of 3,000 tons, is twice the second. By 2010 to achieve an annual output of 5000 tons / year, has the potential to become the world’s largest manufacturers.
One weakness is the main raw materials for the electrolyte hexafluorophosphate lithium, accounting for 50% of the electrolyte around the cost of its production cost is 10 yuan / ton, the price of 40 yuan / ton, gross margin as high as 75%, domestic enterprises are not able to produce. The current market Kanto electrochemical industry, SUTERAKEMIFA, Morita chemistry of several Japanese companies a monopoly.
Sheng-mao for the consultant in that the electrolyte due to the lack of core technology, the future of business may be subject to the impact of the market. According to reports, Huarong Chemical would very much like to continue cooperation with BYD, “two years after delivery to BYD, a subsidiary of their own can be done.” Huarong Chemical helpless, chairman, said Jiang. BYD has a strong R & D capability, such as R & D in the car, the others to open to buy Mercedes-Benz, Mercedes-Benz used to buy down BYD.
In addition, the company is mainly engaged in textile, light industry products, mechanical and electrical import and export business by the financial crisis, a greater impact, and Jiangsu Guotai Huarong owned subsidiary of Cathay Pacific, as domestic production of the leading electrolyte lithium batteries ThinkPad T60 battery , ThinkPad T60p battery , the lithium battery electrolyte the company’s main business income is less than 10% of the company’s limited contribution.
The impact of lithium battery electrolyte performance is an important material, accounting for the cost of lithium batteries FP282 battery , FT080 battery , G5226 battery by about 12%, gross profit margins approaching 40%. Supporting different requirements in accordance with 80000 -20 million / tons, the lowest 10 percent gross margin, up to 35%. New energy to the electrolyte requirements of vehicle batteries is relatively high, but very little amount. For example, a cell phone battery only 3 grams, the proportion of very small, for the production of 2000 tons electrolyte 600 million mobile phone batteries. Not the same as car battery, and a car will be 40 kilograms!
Currently supporting electrolyte battery manufacturers have also made a basic realization. Major production enterprises electrolyte Huarong Chemical, Shasha stock , Zhuhai race Wei Electronics, Tianjin Jinniu, Shantou golden, heaven-sent, such as Guangzhou, more than 10. Annual production capacity of 1000 tons and above all to meet China’s current production of lithium batteries WW116 battery , XD187 battery , XD736 battery , and are exported. Among them, the Huarong Chemical, Zhuhai race Wei electronic positioning high-end market, other companies can only do so in the low-end market.
Domestic listed companies, the Jiangsu Guotai (002,091) Huarong Chemical Holdings subsidiary is the nation’s largest manufacturer of lithium Inspiron XPS M170 battery electrolyte. According to Jiang, chairman of Huarong Chemical Health introduced in 2008, actual production of 3,000 tons, is twice the second. By 2010 to achieve an annual output of 5000 tons / year, has the potential to become the world’s largest manufacturers.
One weakness is the main raw materials for the electrolyte hexafluorophosphate lithium, accounting for 50% of the electrolyte around the cost of its production cost is 10 yuan / ton, the price of 40 yuan / ton, gross margin as high as 75%, domestic enterprises are not able to produce. The current market Kanto electrochemical industry, SUTERAKEMIFA, Morita chemistry of several Japanese companies a monopoly.
Sheng-mao for the consultant in that the electrolyte due to the lack of core technology, the future of business may be subject to the impact of the market. According to reports, Huarong Chemical would very much like to continue cooperation with BYD, “two years after delivery to BYD, a subsidiary of their own can be done.” Huarong Chemical helpless, chairman, said Jiang. BYD has a strong R & D capability, such as R & D in the car, the others to open to buy Mercedes-Benz, Mercedes-Benz used to buy down BYD.
In addition, the company is mainly engaged in textile, light industry products, mechanical and electrical import and export business by the financial crisis, a greater impact, and Jiangsu Guotai Huarong owned subsidiary of Cathay Pacific, as domestic production of the leading electrolyte lithium batteries ThinkPad T60 battery , ThinkPad T60p battery , the lithium battery electrolyte the company’s main business income is less than 10% of the company’s limited contribution.