Master the core technology in the field of energy storage batteries

　　The era of automobile electrification is unstoppable, and both production, sales and ownership of electric vehicles are showing a trend of high growth. Whether it is the layout of traditional car companies or the entry of new car-making forces, they are enriching the diversity of the market. When talking about electric cars, we tend to pay more attention to the many car brands that we have the most direct contact with, such as BYD, BAIC New Energy, Tesla, NIO, etc. However, compared with the technology-intensive automobile industry chain represented by , this is just the tip of the iceberg. From a pure vehicle perspective, the electric vehicle industry chain is usually divided into power batteries, electronic control systems, drive motors, complete vehicles, charging facilities, and aftermarket. The upstream is the power battery, electronic control system, and drive motor; the midstream is the vehicle link; the downstream is the charging facilities, marketing, and aftermarket links. Among them, power batteries account for the largest proportion of the cost structure. It is not an exaggeration to analyze it as a separate industrial chain. For the time being, the mineral resources and parts it covers are classified as upstream links. The power battery industry chain mainly consists of lithium mineral resources, lithium battery raw materials, and cell manufacturing and packaging. The lithium battery raw materials include cathode materials, anode materials, separators, and electrolytes. Sichuan Tianqi Lithium Co., Ltd. (referred to as "Tianqi Lithium") was formally established in 1995 and listed on the A-share Shenzhen Stock Exchange in August 2010. It is the largest supplier of lithium battery new energy core materials in China and the world's largest A producer of lithium from ore. In 2018, the total operating income was 6.24 billion, a year-on-year increase of 14.2%; the net profit attributable to the owners of the parent company was 2.2 billion, a year-on-year increase of 2.6%. Tianqi Lithium has excellent lithium carbonate resources. The Greenbush lithium mining area under its holding Talison has a reserve of 6.9 million tons (lithium oxide grade 2.1%); the Cuola spodumene mine in Yajiang County, Sichuan has a reserve of 630,000 tons ( Lithium oxide grade 1.3%); the joint-stock company Tibet Xigaze Zabuye Lithium High-Tech Co., Ltd. has the mining rights to the Zabuye Salt Lake, the only natural lithium carbonate in the world, with a lithium resource of 1.83 million tons (calculated as lithium carbonate); the joint-stock company SQM has a lithium metal quota of 349,533 tons in the Atacama Salt Lake area, equivalent to approximately 2.2 million tons of lithium carbonate equivalent (before December 31, 2030). Luoyang Luanchuan Molybdenum Group Co., Ltd. ("CMOC") was established in 1999 and is the world's second largest cobalt producer. It was listed on the main board of the Hong Kong Stock Exchange in 2007. According to data from the British Commodities Research Institute (CRU), global cobalt metal production in 2018 was approximately 131,100 tons, a year-on-year increase of 11%; CMOC's cobalt metal production in 2018 was 18,700 tons, accounting for 14.26% of global production. Shenzhen Beterui New Energy Materials Co., Ltd. ("Beterui" for short) was established in August 2000. It is a company under China Baoan Group that focuses on the research and development of materials for lithium-ion secondary batteries. It is a global industry leader. is a supplier of anode materials for lithium-ion batteries and ranks among the top in the world in terms of market share in the lithium-ion anode materials industry. Shenzhen Xinzhoubang Technology Co., Ltd. ("Xinzhoubang" for short) was established in 2002 and was successfully listed on the Shenzhen Stock Exchange on January 8, 2010. It is a world-class supplier of electronic chemicals.

　　At present, it has established stable cooperative relationships with well-known battery manufacturers such as CATL, LG Chem, BYD, Guoxuan Hi-Tech, etc. and formed batch supply. As the production line planned and constructed by Shanghai Enjie Zhuhai Branch is gradually put into operation, the base film production capacity will reach 1.3 billion square meters in 2019, making it one of the world's largest lithium battery separator manufacturers. CATL New Energy Technology Co., Ltd. ("CATL") was established in 2011 and listed on the Shenzhen Stock Exchange on June 11, 2018. It is currently the largest power battery manufacturer in China. The installed capacity in 2018 was 23.52GWh, with a market share of over 40%. In 2018, the company's total operating income was 29.61 billion yuan, a year-on-year increase of 48.08%, and the net profit attributable to shareholders of listed companies was 3.57 billion yuan, a year-on-year decrease of 7.71%. Although its performance is under pressure, its "big brother" status is still unshakable in the short term. BYD Co., Ltd. ("BYD" for short) was established in 1995 and was listed on the Hong Kong Main Board on July 31, 2002. Its new energy vehicle business is a leader in the country and has the largest market share. The latest financial report shows that the company's new energy vehicle business revenue in 2018 was approximately 52.422 billion yuan, a year-on-year increase of 34.32%, and the proportion of the group's total revenue further increased to 40.31%. The announcement shows that from January to February 2019, BYD sold 43,097 new energy vehicles, a year-on-year increase of 174.73%, and its market share further climbed to approximately 30%. Qingdao Teruide Electric Co., Ltd. ("Teruide" for short) was established on March 16, 2004 as a YYW-German joint venture. It was listed in October 2009 and is China's largest electric vehicle charging company. According to statistics, judging from the number and proportion of charging piles owned by domestic midstream charging operators, their charging pile business "Special Call" occupies 46.7% of the market share. The latest financial report shows that in 2018, the company achieved total operating income of 5.806 billion yuan, a year-on-year increase of 13.73%; net profit was 200 million yuan, a year-on-year decrease of 27.8%. GEM Co., Ltd. ("GEM") was established in December 2001 and listed on the Shenzhen Stock Exchange in January 2010. The company's main business is the recycling of used batteries, electronic waste and other waste resources to recycle high-tech products. It is one of China's leading companies in the economical and large-scale recycling of electronic waste and used batteries. The total amount of waste resources recycled and processed by GEM is more than 3 million tons, and the annual recycling and processing of small waste batteries accounts for more than 10% of China's total scrap. ?The success of the invisible champion of electric vehicles. In this series of articles "The Hidden Champion of New Energy - Wind Power", six points of experience applicable to the electric vehicle industry have been summarized. As a technology-intensive and capital-intensive industry, electric vehicles are as follows: Several aspects are more prominent: 1. Prominent technological advantages No matter where you are in the electric vehicle industry chain, technology is the core competitiveness. Especially in the power battery sector, many aspects such as endurance, safety, and adaptability are testing the technology of battery manufacturers and entire vehicles. For example, CATL masters core technologies in the field of power and energy storage batteries, and has full industry chain R&D and manufacturing capabilities in materials, cells, battery systems, and battery recycling and secondary utilization. 2. Pay attention to independent innovation and research and development. In technology-intensive industries, technological research and development must be an effective method for long-term survival. For example, Xingyuan Materials, which is famous for its separator technology, has consolidated its leading position in the field of separators for power lithium-ion batteries using dry processes. The company continues to increase its research and development efforts in the application of wet processes and coating processes, and its R&D expenditures will be further expanded.

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