2013 lithium-ion battery industry competition pattern presents three characteristics -Power Kingdom

by:Power Kingdom     2020-09-02
Value-added opportunities and lithium carbonate minerals upstream production enterprise profit improvement. Concentration of the 2013 international lithium resources will continue to improve, especially the tower Rio's deal sparked strong expectations for commodity prices to rise next year, domestic has mineral resources processing will speed up the construction of a productivity of listed companies. If iron ore prices rose slowly, the earnings is expected to improve lithium carbonate, suggested that positive regard jiangte motor, the day his LiYe, LuXiang co. The key materials & other; The dispute of landscape & throughout; And & other The dispute of the supply chain & throughout; The upgrade. Localization process in the field of domestic lithium battery key materials into the window period in the second year, six in the field of lithium fluoride phosphate & other; The dispute of landscape & throughout; Will become the theme, the downstream in the field of electrolyte & other The dispute of the supply chain & throughout; Throughout the year. Diaphragm many listed companies in the field of first phase of the production line of dense reaches producing, the downstream customer after approval is expected to trigger & other; Secondary investment & throughout; The wave. Investment targets, advice to focus on six more fluoride in the field of lithium fluoride phosphate and Yang long, recommend new electrolyte field main bond, diaphragm area suggest that pay attention to the pearl of cangzhou, nanyang enterprise science and technology and Yang waiting. 2013 lithium-ion battery industry competition presents three characteristics. We believe that the lithium battery market in 2013 will continue to maintain steady growth, from the point of the downstream applications, energy storage market is expected to more than expected if policy support in place. The industry pattern of 2013 will present three features: 1) Upstream minerals expected appreciation is strong, and a significant expansion of domestic ore mining capacity; 2) Lithium battery key material & other; The dispute of landscape & throughout; And & other The dispute of the supply chain & throughout; Intensified; 3) Manufacturers of functional differentiation increase in the number of new products. The anode material of inversion results class opportunity. From the perspective of a full-year 2012 earnings, the anode material of profitability is improving steadily, but in the fourth quarter & other; The peak season & throughout; Is slightly lower than expected, earnings rebound depends on the speed of the high-end products of ascension. Advice to focus on when science and technology and shanshan co. Risk tip: 1, the anode materials of new products than speed not exceeding the expectation '; 2, power lithium battery demand growth below expectations; 3, the key link of material increased competition prices fell sharply.
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