[Editor's Note]]On September 16, the 2020 annual competitive brand list of China's lithium battery industry was officially released, with 50 companies from cathode materials, anode materials, electrolytes, diaphragms, power batteries and other fields on the list. In addition, the 2020 annual competitive brand list of China's new energy passenger car industry and the 2020 annual competitive brand list of China's charging pile operation service providers have also been released, with 20 enterprises from the new energy passenger car and charging pile operation service fields on the list.

It is reported that the list of competitive brands was first released at the ABEC 2014 (2nd Battery "Davos") Forum. Following the annual rhythm of "ABEC", 10 companies with strong competitiveness in each segment of the lithium battery industry chain are selected every year for public announcement. The competitiveness list has no commercial purpose and aims to provide reference for relevant individuals and institutions to independently evaluate enterprises in the industrial chain. Its data sources mainly include public disclosure data of listed companies, data of third-party authorities, field visits and telephone interviews of companies, evaluation of competitive companies, etc. Up to now, the competitiveness list has been released for 7 consecutive sessions, and it has attracted the attention of many relevant people and institutions, including government, industry, university, research, etc.

Over the past 7 years, the annual survey and survey of competitive brands have adhered to the principles of fairness, independence and transparency. It is not the only scale, production capacity or system. It is mainly based on the comprehensive evaluation of multi-dimensional indicators such as production capacity, production and sales data, customer structure, financial status, profitability, comprehensive reputation, company credit, product quality, technical strength and operating mechanism of companies in various sub-sectors of the lithium battery industry chain, these include quantitative indicators, as well as qualitative indicators assessed by experts.

[List Joint Publishing Agency]]

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ivi economic research institute:A third-party think tank established in accordance with the law with the support of the national competent authority to focus on research and consulting in the field of emerging industries. The research institute has an automobile industry research center, an energy-saving and environmental protection industry research center, an electronic information industry research center, an intelligent manufacturing industry research center, Professional research centers such as the New Energy and New Material Industry Research Center. The Institute mainly serves the government, enterprises and financial institutions, and provides professional services such as industrial planning, investment promotion services, market research, industry research, enterprise management consulting, investment and financing consulting, feasibility study and so on. Headquartered in Beijing, the institute has branches in Shanghai, Shenzhen, Chongqing and other places.

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special statement]

The data sources of the annual competitive brand list are the third-party organization EVTank, Battery Network (itdcw.com), Evie Economic Research Institute, China Battery Industry Research Institute, announcements of listed companies, field research visits and telephone interviews of companies, etc. The data and list contents are for industry reference only. The data statistics are prohibited for any commercial use until August 31, 2020! Welcome everyone to put forward more valuable opinions!

2020 China Lithium Battery Industry Anode Material Annual Competitive Brand List

1, Beitri New Materials Group Co., Ltd.

Competitive Brand: № 1

Company Profile:Beitri's main products in the field of anode materials include natural graphite anode materials, artificial graphite anode materials, silicon-based and other new anode materials. Beitri currently has 93000 tons of negative material production capacity, of which silicon-based negative material production capacity of 3000 tons. Bertrand's main customers include Samsung, LG, Panasonic, BYD, CATL, Lishen Battery, Guoxuan Gaoke, Yiwei Lithium Energy, Zhuoneng Battery, etc. In 2019, Beiteri realized sales revenue of 2.93 billion yuan and shipments of about 60000 tons of negative materials; in the first half of 2020, the operating income of 1.2 billion yuan and shipments of about 27000 tons of negative materials were realized.

Reasons for listing:Since 2013, the company's anode material shipments have been ranked first in the world for 7 consecutive years. At the same time, as one of the earliest domestic mass production of silicon-based negative materials, in 2019 the company's silicon-based negative material shipments of domestic leading. In the layout of the industrial chain, Bertray has laid out graphitization and graphite mines, and its raw material costs have been well controlled. In terms of new negative electrode materials, Bertray is the only large-scale mass production of silicon-carbon negative electrode materials in China. In addition, it has also achieved the top three in the industry in the field of lithium iron phosphate materials and high nickel cathode materials, and with the gradual flow of the company's financing channels, it is transforming into a comprehensive lithium-ion materials provider.

2. Jiangxi Zichen Technology Co., Ltd.

Competitive brand: № 2

Company Profile:Zichen Technology was established in December 2012 and is currently a wholly-owned subsidiary of Shanghai Pu Tailai New Material Technology Co., Ltd. The company's main products include artificial graphite, composite graphite, silicon carbon composite materials, etc., with Jiangxi Zichen and Liyang Zichen production bases, the existing production capacity of 50000 tons, will continue to increase the graphite processing capacity and integrated production capacity in Inner Mongolia investment. Zichen Technology's main customers include ATL, CATL, Samsung, LG, BYD, Lishen Battery, China Airlines Lithium, Zhuhai Guanyu, Vico Battery, etc. In 2019, the negative electrode material shipment volume was about 46000 tons, and the sales revenue reached 3.05 billion yuan; in the first half of 2020, the negative electrode material business realized the shipment volume of about 22000 tons, and the revenue was 1.37 billion yuan.

Reasons for listing:Relying on Shanghai Putailai, Zichen Technology ranks first in the field of artificial graphite shipments, and the unit price of its negative materials has been higher than that of competing companies, positioning high-end, but also one of the reasons for the company to maintain a better profit margin. In addition, thanks to the natural connection with ATL and CATL, Zichen Technology's customer resources have been better protected. In the industrial chain, through the layout of graphitization capacity, the raw material processing costs have been effectively reduced and the company's Competitiveness. More importantly, Zichen Technology relies on the layout of the diaphragm, aluminum-plastic film, lithium-ion equipment, ceramic materials and other fields, and the synergy between businesses is more conducive to the improvement of the competitiveness of its negative materials.

3. Shanshan Technology Co., Ltd.

Competitive brand: № 3

Company Profile:Shanshan science and technology products include five series of mesophase, natural graphite, artificial graphite, composite graphite, alloy and hard carbon. it has eight research and development and production bases of Shanghai Shanshan, Ningbo Shanshan, Chenzhou Shanshan, Fujian Shanshan, Huzhou Shanshan, inner Mongolia Shanshan science and technology, inner Mongolia Shanshan new materials and Baotou graphene, with a current production capacity of 135000 tons, of which 55000 tons in the first phase of Baotou 100000-ton integration project will be put into production. The company's main customers are ATL, LG, CATL, BYD, Samsung, Guoxuan Gaoke, BAK battery, Lishen battery and so on. In 2019, the negative pole business of Shanshan Technology achieved sales of about 47000 tons and realized revenue of 2.54 billion yuan; in the first half of 2020, the negative pole business achieved sales of about 19000 tons and realized revenue of 0.95 billion yuan from the main business.

Reasons for listing:With the first phase of the Baotou project in Inner Mongolia all pull through, and by virtue of Inner Mongolia's electricity price advantage, Shanshan Technology in product cost control, stable product quality and other aspects will be further improved. In the first half of 2020, against the backdrop of the overall industry decline, the overseas market for Shanshan Technology's anode materials remained positive year-on-year growth. Relying on the layout of the group company in the lithium battery new energy industry chain, the competitiveness of Shanshan Technology's anode materials is also increasing.

4, Shijiazhuang Shangtai Technology Co., Ltd.

Competitive brand: № 4

Company Profile:shijiazhuang shang tai technology limited company formerly shijiazhuang shang too carbon industry new materials limited company founded in September 2008, focusing on high performance graphite materials research and development, production and management. In 2018, the company began to produce negative electrode materials. At present, the company has a production capacity of 15000 tons of negative electrode materials. The production capacity under construction is 80000 tons in Shanxi Phase I and Phase II. The main customer is CATL. In 2019, Shangtai Technology shipped 18000 tons of negative materials and 7500 tons of negative materials in the first half of 2020.

Reasons for listing:Shangtai Technology entered the field of negative electrode materials from the previous field of graphitization, although it started late, but obtained the investment of Morning Road Capital and China Merchants Bank, which is equivalent to entering CATL's external circulation system. Relying on the strong demand of CATL, Shangtai Technology shipments are growing rapidly and has become the first echelon enterprise in the industry. With the production of Shanxi production capacity, Shangtai Technology's shipments are expected to challenge the industry leader.

5. Hunan Zhongke Xingcheng Graphite Co., Ltd.

Competitive brand: № 5

Company Profile:The main products of Zhongke Xingcheng include artificial graphite, natural graphite, modified graphite materials, silicon-carbon anode materials, etc. It was acquired by Zhongke Electric in 2016 and has an annual production capacity of 42000 tons, mainly including Changsha's anode material production base, Guizhou's anode material graphitization integrated production base and Ya 'an graphitization processing base. The main customers of Zhongke Xingcheng are BYD, CATL, ATL, Yiwei Lithium Energy, Xingheng Power, Far East Battery Jiangxi, AVIC Lithium, SKI, etc. In 2019, the company shipped about 17000 tons of negative electrode materials, achieving sales revenue of 0.72 billion yuan; in the first half of 2020, the company shipped 7000 tons of negative electrode materials, achieving revenue of 0.28 billion yuan.

Reasons for listing:Relying on the listed company Zhongke Electric, Zhongke Star City completed the acquisition of Greet and Gathering Energy, successfully laid out the upstream graphitization processing technology, reducing the company's costs. With the further expansion of the production capacity of the negative material of Zhongke Star City, its competitiveness will be further enhanced by the scale effect.

6, Guangdong Kaijin New Energy Technology Co., Ltd.

Competitive brand: № 6

Company Profile:Kaijin New Energy was established in March 2012 and listed on the New Third Board in 2015. After the IPO was rejected, it hit the IPO again last year. The company's main products are mainly artificial graphite, a small amount of natural graphite, the existing capacity of 60000 tons. The company's main customers include CATL, Lishen Battery, Penghui Energy, Funeng Technology and so on. In 2019, the Company shipped approximately 44000 tons of negative electrode materials and approximately 17000 tons in the first half of 2020.

Reasons for listing:Sprinting the capital market has always been what Kaijin New Energy has to do, but its second sprint IPO has not been successful, and the road of capital operation is difficult. However, from the perspective of products and enterprise scale, Kaijin New Energy is also growing very fast, and it has now ranked fourth in the industry. However, Kaijin New Energy, like most other materials companies, still relies on CATL, a large customer.

7, Shenzhen Xiangfeng Hua Technology Co., Ltd.

Competitive brand: № 7

Company Profile:Xiangfenghua was established in 2009. Its main products are natural graphite, artificial graphite, silicon carbon anode, etc. It has two subsidiaries, Dongguan Xiangfenghua and Fujian Xiangfenghua, with an existing production capacity of 30000 tons and a planned production capacity of 30000 tons in Sanming, Fujian. Xiangfenghua's main customers are BYD, polyfluoro, CATL, Henan Lithium, LG, Thornton New Energy and so on. In 2019, Xiangfenghua anode materials achieved revenue of 0.64 billion yuan and shipments of 17000 tons; in the first half of 2020, anode materials achieved revenue of 0.21 billion yuan and shipments of 7000 tons.

Reasons for listing:2020 is a turning point for Xiang Fenghua, with three IPOs finally successful. After entering the capital market, with the power of capital, Xiangfenghua's future development is expected to be more smooth. In 2019, the company entered the LG supply system and became one of the suppliers of battery negative electrodes at the Tesla factory in Shanghai, which is also a hot spot in the development of its negative electrode materials business.

8, Jiangxi Zhengtuo New Energy Technology Co.

Competitive brand: № 8

Company Profile:Zhengtuo energy products are mainly artificial graphite, natural graphite and mesophase carbon particle anode materials. At present, Zhengtuo Energy 1. Phase II production line has been completed, with a total production capacity of 17000 tons and a production capacity of 20000 tons under construction. The company's main customers are BYD, Xingheng power supply, BAK battery, Tianjin shares, Haisida, Vico battery and so on. In 2019, Zhengtuo Energy will ship about 10000 tons of negative materials and about 3000 tons in the first half of 2020.

Reasons for listing:Zhengtuo Energy was delisted from the New Third Board, and then its cooperation with listed company Pais was terminated. The cooperation with Minmetals was also aborted in 2019. Zhengtuo Energy's capital operation road was bumpy. Coupled with the accounts receivable problem of downstream customers, if Zhengtuo Energy's capital problem cannot be solved, it will affect its future development.

9. Luoyang Yuexing New Energy Technology Co., Ltd.

Competitive Brand: № 9

Company Profile:Moon Star New Energy in October 2008, the main products include natural graphite, artificial graphite, composite graphite, intermediate phase, other anode materials. At present, the new energy production capacity of the moon star is about 12000 tons, the construction capacity of 30000 tons, the company's main customers are Bick battery, Zhuhai Guanyu, Penghui energy and so on. In 2019, the Company shipped 5000 tons of negative electrode materials and approximately 2000 tons of negative electrode materials in the first half of 2020.

Reasons for listing:As a new company on the list this year, Yuexing New Energy's shareholders include the Small and Medium-sized Enterprise Development Fund of the Ministry of Finance. Its anode material shipments have been maintained at about 5000 tons in recent years. With the production line of 30000 tons of silicon carbon anode materials With the gradual commissioning of production, Yuexing New Energy is expected to rely on scale effects to achieve competitiveness.

10, Shenzhen Snow Industrial Development Co.

Competitive brand: № 10

Company Profile:Snow Industrial was established in 2002 and was acquired by National Technology for 70% of the shares for 1.336 billion yuan in 2018. The company's main products are soft carbon graphite, hard carbon graphite, graphene-carbon composite materials, silicon carbon composite materials, lithium titanate materials, etc., the existing production bases in Shenzhen, Jiangxi, Inner Mongolia and other production bases, with 50000 tons of production capacity, Inner Mongolia has 10000 tons of graphitization capacity. The company's main customers are Lishen battery, Guoxuan Gaoke and so on. In 2019, Snow Industrial achieved operating income of 0.12 billion yuan and negative electrode material shipments of 2400 tons; in the first half of 2020, negative electrode materials achieved revenue of 0.05 billion yuan, shipments of about 1600 tons, gross margin of 38.2.

Reasons for listing:Since 2019, sales of Snow Industrial's negative materials have declined significantly in 2019 due to new production line running-in and large customer switching. In the first half of 2020, affected by the epidemic, in the overall lithium-electric industry demand sluggish market environment, its sales revenue still achieved a small increase, in the production line gradually run-in, superimposed on the advantages of Inner Mongolia electricity charges, its gross margin also reached a relatively large increase.

Source: China Battery Network