Bei Terui is the world's largest supplier of negative materials, lithium iron phosphate and nickel-cobalt aluminum into the ternary material market. The company's main business is R & D, production and sales of lithium-ion battery materials, the main products include lithium battery anode materials, cathode materials, natural flake graphite and graphite products processing, is a few complete lithium battery anode material industry chain Of the enterprises at this stage of the anode material production capacity to reach 40,000 tons / year, lithium iron phosphate production capacity of 17,000 tons / year, nickel cobalt aluminum (NCA) capacity of 3,000 tons / year. In cathode materials, the company is the world's largest supplier of lithium battery anode material; cathode materials, the company is a small amount of lithium iron phosphate and ternary materials production capacity of enterprises, is the only realization of NCA industrialization One of the enterprises, has a number of international customers to sample evaluation.
The negative electrode material bertry cut into NCA ternary material field
In the first half of 2016, the company's operating income and net profit of the mother are to achieve substantial growth, cathode material revenue contribution of 23%. In 2016, the rapid development of power battery market led to an increase in demand for anode materials, while the company's lithium iron phosphate cathode material capacity gradually released to promote the company's performance continues to maintain high growth. The first half of the company achieved operating income of 954 million yuan, an increase of 48.27%; mother net profit of 128 million yuan, an increase of 157.26%, of which cathode material operating income of 217 million yuan, an increase of 439.03% Of the 23%; net profit of 29.7974 million yuan, an increase of 41.18 times.
Negative material industry highly concentrated, leading enterprises have significant advantages. At present, the anode materials are mainly carbon-based materials, mainly natural graphite and artificial graphite, but the traditional energy density of graphite materials is limited to 372mAh / g, the future energy density and high-rate discharge requirements, Lithium titanate, silicon-based and tin-based composite materials such as high-end anode material has been gradually applied. Benefit from the rapid development of new energy automotive industry driven by 2016 domestic production of 122,500 tons of negative material, an increase of 68.27%; output value reached 6.639 billion yuan, an increase of 64%, of which Shenzhen Bei Terui, Shanghai Shanshan, Production accounted for the first three positions, accounting for more than 55% of the three, industry concentration is high, the future with the intensification of competition in the industry, leading enterprises significant advantages.
The whole industry chain layout, master customer resources, technology leading tamped leading position. 1) The company has formed a lithium battery anode and cathode material of the complete industrial chain layout, in the field of negative materials formed from the natural graphite ore, graphite processed products to the finished product anode material closed loop, in the cathode material shares NCA precursor suppliers Fang source Environmental protection; 2) The company's anode materials include natural graphite, artificial graphite, mesocarbon microbeads, lithium titanate and silicon composite graphite anode materials, cathode material with lithium iron phosphate and NCA production capacity, 4) The company customers cover the mainstream of domestic and foreign manufacturers of lithium batteries, such as Samsung, Panasonic, LG, Tianjin power of God, BYD and so on.
The steady growth of negative materials, NCA is the future bright spot. 2) In 2016, the Company's production capacity of lithium iron phosphate material will be fully put into operation and smoothly imported into the downstream customer supply chain, 3) the company's 3,000 tons / year of NCA material has been completed, and has more to the company's sales revenue growth in 2016, one of the follow-up with the capacity utilization rate, its performance contribution will continue to maintain the growth trend; International customer sample evaluation, follow-up with the company's products through the downstream customer certification, will gradually heavy volume for the company to bring new incremental performance. In addition, the company also announced in August 2016 set up a wholly owned subsidiary of Kaiserdale New Materials Co., Ltd., the new 12,000 tons / year NCA material production line, is expected to reach the end of 2018 to lay the foundation for the company's long-term development.