Guide to promote the development of the power battery industry
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On August 2, I was informed by the Ministry of Industry and Information Technology that the General Office of the Standing Committee of the National People’s Congress made 12 recommendations from 55 representatives during the Fourth Session of the 12th National People’s Congress to further support the development of new energy vehicles (Ai, Net, Information). The 2016 key supervision proposal will be handed over to the Ministry of Industry and Information Technology, and will be coordinated with the Ministry of Finance, the Development and Reform Commission, the Ministry of Public Security, the State Administration of Taxation, the National Energy Administration, the Ministry of Transport, the Ministry of Science and Technology, the General Administration of Quality Supervision, Inspection and Urban-Rural Development. And other units to handle together.
Recently, the Ministry of Industry and Information Technology held a special symposium. Vice Minister Xin Guobin of the Ministry of Industry and Information Technology presided over the meeting and made an important speech.
For the overall promotion of the development of new energy vehicles, Xin Guobin proposed five tasks that need to be focused on the next step: first, to upgrade the whole industry chain of the new energy vehicles and the safety level of the whole life cycle; second, to accelerate the construction of charging infrastructure; To realize the power battery revolution, promote the "Guiding Opinions on Promoting the Development of Automotive Power Battery Industry", accelerate the construction of the power battery innovation center; Fourth, accelerate the improvement of the policy system, promote the management of passenger car fuel consumption and the introduction of the new energy vehicle point trading system; The fifth is to strengthen public opinion guidance and promote the construction of credit information platforms for automobile production enterprises.
Southwest Securities (7.31 +0.69%, BUY) said that it expects domestic power lithium battery capacity demand to reach 30GWh in 2016, and capacity demand will continue to maintain high growth rate in the next few years. With the expansion of lithium battery companies, power batteries The market is in a situation of low-end surplus and high-end shortage.
New energy power battery concept stocks at a glance:
Aucma (7.19 +1.27%, BUY) Subsidiary Aucma New Energy Technologies is the lithium battery industry standard setter;
Shanshan shares (15.09 +0.27%, BUY) to produce lithium battery materials, ranking first supplier in China;
TCL Group (3.43 +0.00%, BUY) Subsidiary produces lithium batteries;
Vico Essence (9.94 + 1.74%, BUY) Established an industrial park to produce power batteries, lithium batteries, solar energy (14.33 +1.49%, buy) waste-to-energy;
Donghu High-tech (7.44 +1.09%, BUY) Mainly transformed into clean renewable energy business including domestic waste power generation and biomass energy;
TEDA shares (4.61 +1.54%, BUY) The company's Shuanggang waste incineration power generation project entered the commercial stage.
CITIC Guoan (9.05 +5.60%, BUY) CITIC Guoan Mengli (MGL) is mainly engaged in the research and development, production and sales of key materials for lithium ion secondary batteries and high energy density power lithium ion secondary batteries. The lithium battery cathode material is a manufacturer of lithium cobalt oxide and lithium manganate, and is also the only manufacturer of large-scale power lithium ion secondary batteries at home and abroad.
China Baoan (10.14 +0.90%, BUY) holds 55% of Betray's lithium battery carbon anode material in China, the market share is 80%, the world's second, lithium iron phosphate cathode material is the first in the country, currently the world's number one Third; holding 75% of Tianjiao Company, the main ternary cathode material, sales in 2008 ranked first in the country, market share of 30-40%.
Shanghai Putian (39.17 +1.19%, BUY) will focus on building a lithium iron phosphate battery cathode material and power battery management system industrialization base in Shanghai.
Tianqi Lithium Industry (38.63 -0.10%, BUY) is a leading domestic lithium product, and is expected to build three business systems covering lithium mine resources, lithium salt and lithium metal processing; the company's potential risk lies in the lack of lithium resources, raw materials ore Imported from abroad.
Jiangsu Cathay Pacific (13.62 +1.19%, BUY) holding subsidiary Cathay Huarong Chemical New Materials Co., Ltd. mainly produces lithium battery electrolyte, with a domestic market share of over 30%, accounting for 30% of the operating profit of listed companies.