List of the four hottest keywords 2017 negative el

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List of four key words 2017 negative electrode material market ups and downs

as one of the four key materials of lithium batteries, the opportunities for negative electrode materials to appear in newspapers in recent years are relatively few, which is related to the relatively stable process and market pattern. In 2017, under the background of the substantial adjustment of policies related to new energy vehicles, enterprises in the industrial chain, including negative electrodes, are facing deep pressure to reduce costs

according to the lithium battery inventory of Gaogong this year, the negative pole Market found that price increases, capital upgrades Zhu Changchun told reporters, "our proposal has just been released. Graphitization processing and expansion of production have become the four key words in this segment. Compared with the previously quiet market static, cathode materials are obviously lively, and cathode enterprises have accelerated their layout in terms of market, capital, production capacity and so on this year.

[key word 1] Since the second quarter of this year, the state has accelerated the supply side reform of the steel-making industry. It takes more than 100 years for traditional plastics to complete natural degradation in nature in the process of changing production capacity from crude steel to refined steel. The market demand for graphite electrodes has increased sharply, and the needle coke, the upstream raw material, has not been responded in time. The market supply is limited, and the price has risen sharply

according to the research of the Institute of lithium battery research (GGII), the price of needle coke soared in the first half of 2017, with the quotation rising from 4000/ton at the beginning of the year to 20000/ton in mid July, an increase of more than 400%, and the price rise tide continues

in the first half of the year, negative electrode material enterprises chose to digest the pressure of raw material price rise. Until the third quarter, some enterprises began to release a wave of pressure to the downstream. By October, the price of cathode materials had risen for two rounds

at that time, Gaogong lithium battery pointed out in the report "the highest increase in negative electrode price of 20000 yuan/ton" that the high-end products of lithium battery negative electrode materials exceeded 100000 yuan/ton at the end of October, the price of middle-end products was 10000 yuan/ton, and the price of low-end products hovered around 10000 yuan/ton, with a maximum price increase of 40%

according to different product types and processes, the price rise level of each lithium battery cathode material varies greatly. For example, needle coke artificial graphite increased by 10000 yuan/ton, petroleum coke artificial graphite increased by yuan/ton, and natural graphite increased by yuan/ton

[keyword 2] capital upgrading

before 2017, there were only two companies listed in the field of cathode materials. This year, the number of cross-border listed companies acquiring negative targets has increased, and the number of enterprises choosing independent IPOs is also increasing

on November 3, putailai (owned by Jiangxi Zichen) officially landed on the Shanghai stock exchange with the securities code of "603659"; In October and the middle of the year, xiangfenghua issued a prospectus for its initial public offering; Kaijin energy, listed on the new third board, was approved to impact the gem; Xingcheng graphite was acquired by Zhongke electric; Shanshan shares will bring Huzhou Chuangya under its command; Snow failed to graft xuelaite...

in 2017, all major cathode material enterprises were accelerating the pace of capital upgrading. Gaogong lithium reported in detail the reasons behind the preference of capital for negative electrode enterprises in "the logic behind capital betting on negative electrode materials with a gross profit rate of not less than 28%

mainly includes three reasons: 1 The technical route and application direction are clear. In the field of digital battery, the anode material of lithium battery is mainly natural graphite; In the field of power batteries, artificial graphite has always been the first choice of battery enterprises, and the next upgrading route to silicon carbon cathode has also been unanimously recognized by the industry

2. In terms of technology, only from the perspective of power demand, the key process of artificial graphite lies in the final heat treatment process; In terms of cost management, based on the stability of the above two systems, the cost is relatively transparent, and the first mover of cathode materials has a first mover advantage

3. The net profit of revenue is stable, the gross profit is high, and the upward channel is maintained. According to the annual report data of Shanshan Co., Ltd., Jiangxi Zichen, zhengtuo energy, Xingcheng graphite, Kaijin energy and other enterprises checked by Gaogong lithium battery, it was found that during 2014-2016, the gross profit margin of cathode enterprises was at least 28%; In terms of revenue and net profit growth, it has also maintained an upward growth momentum

[key word 3] graphitization processing

driven by the downstream market, graphitization processing also experienced tight production capacity in 2017. Previously, due to technology, capital investment, environmental protection costs and other factors, most domestic cathode enterprises chose graphitization OEM

as the market demand for power batteries increases, the penetration rate of artificial graphite increases. In order to increase market competition and adopt new processes for material modification, a high degree of cooperation of graphitization process is required. However, at present, domestic graphitization OEM manufacturers have large differences in process level and limited production capacity

in order to fully improve their ability to reduce costs and improve the level of process control, many cathode enterprises have increased the layout of graphite processing from this year. There are two main ways: 1 Merger and acquisition of graphitization processing enterprises; For example, putailai plans to acquire Shandong Xingfeng and Zhongke electric plans to acquire Gretel. 2. Independent production. Take Shanghai Shanshan, snow and Kaijin energy as examples

Gaogong lithium battery mentioned in the report "cost reduction of 5000 yuan/ton from OEM to" self support "of negative pole enterprises graphitization, that the transformation of graphitization process from OEM to" self support "of negative pole enterprises has become the industry trend this year

in this context, many new cathode enterprises have tried to enter the capital market through graphitization processing. People from all walks of life in the industry are advised that graphitization processing is a key process for the production of artificial graphite, has certain technical barriers, and is strictly controlled by national environmental protection policies. When selecting targets, they should be carefully screened

[key word 4] expand production

despite the challenges facing cathode enterprises in 2017, expanding production is still one of the main themes of the cathode market

from the perspective of the main body of production expansion, there are mainstream enterprises such as Shanshan shares, as well as cross-border listed companies such as baotailong and Sinochem International

the following is an overview of the expansion of negative electrode materials:

Shanshan shares: an annual output of 100000 tons of lithium battery negative electrode integration base

Shanshan shares announced on August 16 that in order to meet the needs of negative electrode material business development and reduce production costs, the holding subsidiary Ningbo Shanshan New Material Technology Co., Ltd. (hereinafter referred to as "Ningbo Shanshan") plans to sign an investment cooperation agreement with Baotou municipal government, About 3.8 billion yuan will be invested in the construction of an annual output of 100000 tons of lithium-ion battery cathode integrated base project in Baotou to build an integrated pattern from raw materials to finished products

putilai: a new high-performance cathode material with an annual output of 20000 tons is stored in the experimental instrument. On the 16th of inner month, putilai issued a letter of intent for the initial public offering, and plans to raise 999 million yuan, which will be invested in lithium battery cathode material, lithium battery coating diaphragm, coating equipment and other fields. This includes the capacity expansion of cathode materials for high-performance lithium-ion batteries with an annual output of 20000 tons and the construction of R & D centers

xiangfenghua: raise funds and invest in the construction of 30000 tons of high-end graphite cathode materials

in mid October, xiangfenghua issued a prospectus for its initial public offering, and plans to raise funds and invest in the construction of 30000 tons of high-end graphite cathode material production base to improve its chemical resistance and heat resistance

baotailong: 680million yuan overweight lithium battery cathode material processing project

on April 28, baotailong announced that in order to promote the company's transformation and upgrading development, extend the company's Graphite deep processing industrial chain, and improve the company's competitiveness, it plans to build a 50000 ton/year lithium cathode material graphitization project and a 20000 ton/year lithium cathode material mesophase carbon microsphere precursor project. The total investment is 680million yuan

Sinochem International: invested in the 30000 ton mesophase carbon microsphere cathode material project

on November 8, the 30000 ton mesophase carbon microsphere cathode material project, a Sinochem International lithium battery cathode material project under Sinochem Group, was signed and settled in Ci County, Handan, Hebei Province. The project is implemented by Jiangsu Ruisheng new material technology company under Sinochem International, and the total investment of the project is expected to be 3 billion yuan

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