On November 6th, the 2016 China Lithium Battery Industry Chain Annual Competitive Brands List, jointly researched and released by CCID Consulting and China Battery Network , released 50 companies including cathode materials, anode materials, electrolytes, separators and power batteries. On the list. In the past three years, the annual survey and survey of the list has been based on the principles of fairness, independence and transparency. It is not the only scale, not only the output, but also the unique system. The 2016 annual competitive brand list covers the five major industry segments of cathode materials, anode materials, electrolytes, separators and power lithium batteries in the lithium-ion battery industry. The launch of the list has been followed by nearly one year of follow-up research, continuous attention, and field Interviews and telephone communication were weighed and analyzed from the aspects of production capacity, sales revenue, innovation capability, growth rate, system management, brand marketing, and supply chain management. 1. Shenzhen Beitray New Energy Materials Co., Ltd. Competitive Ranking: NO1 Company Profile: Betray is a safety subsidiary of China Bao. The main product types are artificial graphite, silicon-carbon composite materials, soft carbon, graphene, etc. The capacity of negative electrode materials is 30,000 tons/year. Major customers include Samsung, LG, Japan's Matsushita, Sony, ATL, Lishen Battery, BAK Battery, BYD, Guoxuan Hi-Tech and so on. In 2015, the sales revenue reached 1.14 billion yuan. In the first half of 2016, the sales volume was approximately 11,500 tons, and the sales revenue was 646 million yuan, down 5% year-on-year. Reasons for the list: Betray has always occupied the leading position in the global negative market. It owns subsidiaries such as Jixi Betui, Jixi Changyuan Mining, Shanxi Betray, Tianjin Betray, and Huizhou Betray, forming the northeast and north China. , South China lithium battery anode material industry layout. With more than 300 R&D teams, Betray has 119 invention patents and is internationally leading in the production of negative electrode materials such as spheroidization technology, purification technology and heat treatment technology. It can provide customized products. The second generation of silicon-carbon BLSN products have been mass-produced. The third-generation silicon-carbon BHSN performance (expansion rate, cycle performance), etc., which has been cooperating with Korean customers, has been greatly improved. Currently, it has entered the pilot stage and the competitiveness will be further improved. In addition, Betray has been listed on the New Third Board. In the future, it will have more financing channels through the capital market and the parent company's platform, and its capital operation capability will be further enhanced. Recently, Betray seems to focus on the research and development and production of cathode materials. The owner of cathode materials accounts for about 30%, and the growth rate is rapid, while the market for anode materials is a little down. Can you guarantee your own leading position in the future? 2. Shanghai Shanshan Technology Co., Ltd. Competitive Ranking: NO2 Company Profile: Shanghai Shanshan is a wholly-owned subsidiary of Shanshan. It has five series including mesophase, natural graphite, artificial graphite, composite graphite, alloy and hard carbon. The graphite anode material has an existing production capacity of 15,000 tons/year and a capacity of 35,000 tons under construction. It is expected to reach production by the end of 2016. The main customers are LG, SONY, ATL, Lishen battery, BAK battery, BYD, Ha Guangyu and so on. In the first half of 2016, the shipment of anode materials was about 10,000 tons, and the main business income was 556 million yuan, up 32.07% year-on-year, and the net profit was 41.312 million yuan, up 73.05% year-on-year. Reasons for the list: Shanghai Shanshan relies on the capital advantage of its parent company Shanshan Co., Ltd. to rapidly expand its production capacity. The anode material with an annual output of 35,000 tons of lithium-ion power batteries will reach production at the end of 2016. By then, the capacity of anode materials will reach 50,000 tons/ In the year, it became the largest producer of negative electrode materials in China. The advantages of technology research and development are also becoming more and more obvious. The anode materials such as high energy density, high power and fast charge have been supplied in batches. The industrialization process of silicon-based anode materials has made breakthroughs. Some products have entered the mainstream battery companies in Korea and Japan. The materials business has been listed separately, and it is possible to choose a separate anode material in the future. 3. Jiangxi Zijing Technology Co., Ltd. Competitive Ranking: NO3 Company Profile: Ziwei Technology was established in December 2012 with a registered capital of 80 million yuan. It is composed of Shanghai Haotailai New Material Technology Co., Ltd., Wuhu Jiahui Investment Management Co., Ltd., Shanghai Fuyishan Investment Management Co., Ltd. Management Co., Ltd. and other co-financing, of which Shanghai Haotailai New Material Technology Co., Ltd. accounted for 51% of the main shares. The existing production capacity is 15,000 tons, and the production capacity will reach 20,000 tons in 2016. The main customers are ATL and CATL. In the first half of 2016, the sales revenue was approximately RMB 200 million. Reasons for the list: Ziqi Technology can obtain a large number of orders for ATL and CATL by virtue of its technological R&D and product innovation and its relationship with the original ATL background. ATL and CATL are the domestic lithium battery leaders, as ATL and CATL customers, Zi Yan The technology business also grew rapidly with the growth of ATL and CATL business. However, at present, the company also has a single customer risk, and it is urgent to expand its downstream customers. In the future, the company needs to further enhance its ability to operate in the capital market, choose to go public or be acquired by a listed company or a better choice. . 4. Shenzhen Snow Industrial Development Co., Ltd. Competitive Ranking: NO4 Company Profile: The company was founded in 2002. The head office is located in Shenzhen Nanshan High-tech Park. It has two companies including Shenzhen Snow Material Development Co., Ltd. Graphite Materials Branch and Shenzhen Snow Industrial Development Co., Ltd. Baoan Branch. At present, there are three types of lithium ion battery anode materials of conventional type, rate type and capacity type. The main customers include Far East Foster and Decatur, with a production capacity of 20,000 tons/year. In 2015, the sales revenue was about 200 million yuan, and in the first half of 2016, it was about 300 million yuan. Reasons for the list: Shenzhen Snow focuses on the development of artificial graphite materials, has a research and development team of more than a dozen people, and cooperates with universities and colleges such as Central South University, Hunan University, Wuhan University of Science and Technology. With the development of power batteries, the company adjusted its strategic direction and increased the layout of new anode materials. Its self-developed soft/hard carbon composite anode materials have the characteristics of large rate discharge, low temperature, long cycle life and high safety. The pass rate is 97%-98%. At present, the soft/hard carbon composite anode material is specially developed for the iron-lithium system. In the future, with the decline of the iron-lithium battery market, the risk of replacement and replacement will be ushered in. Accelerating the layout of the anode material under the new system will keep the company competitive. The core is the key. 5. Hunan Xingcheng Graphite Technology Co., Ltd. Competitive Ranking: NO5 Company Profile: Hunan Xingcheng Graphite was established in 2001. In 2011, it introduced “Dangsheng Technology†(stock code 300073) and strategic investors of Shenzhen Innovation Investment Group. In 2014, it completed the share reform and successfully landed the national SME share transfer system. In August 2015, Xingcheng Graphite officially made a market in the new three-board stock transfer system. The main products are artificial graphite, natural graphite, modified graphite materials, silicon carbon anode materials, etc. The existing annual production capacity reaches 12,000 tons. The main customers include Far East Foster, BYD, Xingheng Power, CATL and so on. In the first half of 2016, the shipment volume was about 2,000 tons, the operating income reached 102 million yuan, and the net profit was 18.257 million yuan. Reasons for the list: Xingcheng graphite capacity expansion is rapid, the second phase of the first quarter of 2016 was successfully put into operation, and the capacity was successfully expanded to 12,000 tons / year. With the increase in demand for power batteries, Star City Graphite continues to increase shipments to customers such as BYD, Far East Foster, and CATL. The release of production capacity will help increase the development of other customers. Previously, Xingcheng graphite was not included in the technology of Dangsheng. As the focus of Dangsheng Technology was on the business of cathode materials, Xingcheng graphite was gradually marginalized. This time, Hunan Zhongke Electric Co., Ltd. wholly acquired Star City Graphite, aiming at business transformation. In the future, Star City Graphite Capital will be further expanded and its overall competitiveness will be improved. 6. Huzhou Chuangya Power Battery Material Co., Ltd. Competitive Ranking: NO6 Company Profile: The company was founded in 2009 with a registered capital of 15 million yuan. It is mainly engaged in lithium battery anode materials and electrolyte materials. The negative electrode material includes four kinds of products such as modified artificial graphite, modified natural graphite, composite graphite, and mesocarbon microspheres. The existing production capacity 8000 tons / year, the main customers BAK Battery, Kazakhstan Guangyu, the Shenzhen B & K and other small lithium battery customers in the first half 2015 operating income of 42.936 million yuan anode materials, down 3.10% year on year. Reasons for the list: Chuangya Power's parent company Zhongke Yinghua (600110.SH) was acquired by NORD Investment Co., Ltd. In the future, the company will be expected to have a bigger platform and further expand its competitiveness by relying on the capital market advantage of NORD. However, the company's main business is still focused on small batteries. As the growth rate of the small battery market slows down, the future business transformation is imminent. 7. Jiangxi Zhengtuo New Energy Technology Co., Ltd. Competitive Ranking: NO7 Company Profile: The company was established in 2008 with a registered capital of 50 million yuan. The products are mainly made of artificial graphite, natural graphite and mesophase carbon particulate anode materials. At present, the annual production capacity of Zhengtuo New Energy anode materials is about 7,000 tons, and the capacity under construction is 8,000. Tons, the main customers are Shenzhen Huayuebao, Zhongshan Tianmao, Ningbo Weike, BAK Battery and so on. In 2015, the company's anode materials achieved sales revenue of approximately 50.103 million yuan, a year-on-year increase of 35.18%, and a profit of 4.5834 million yuan. Reasons for listing: Since 2015, the company has obtained the listing letter of the national small and medium-sized enterprise share transfer system and officially landed on the new three board. The company should use capital to accelerate the transformation of products and gradually shift the market focus to the field of power storage, and successively developed H3C series and ES series. , H series and other power storage anode materials products, focusing on the development of domestic well-known brand power battery customers. In addition, the company has applied for 32 national patents with its technical cooperation with Beijing University of Technology, Hunan University and Nanchang University. Among them, 7 inventions and 18 utility model patents have been authorized, and are actively developing silicon-carbon materials. The third generation of new negative electrode products. 8. Hunan Morgan Hairong New Material Co., Ltd. Competitive Ranking: NO8 Company Profile: Hunan Morgan Hairong New Materials Co., Ltd. was established in 2004 with a registered capital of 16 million yuan. In 2011, it was controlled by British carbon ceramics manufacturer Morgan å©åŸš Public Co., Ltd. The company currently supplies SKG, MGM, P-RC. , CAP, EG, CMS and other series of negative electrode materials, with two natural graphite production lines and three artificial graphite production lines, the existing production capacity of about 3,000 tons, the main customers Wanxiang and so on. In the first half of 2016, the operating income of anode materials was approximately 35 million yuan. Reasons for the list: At present, the company's business covers consumer, power, energy storage lithium-ion battery anode materials and other major categories, the comprehensive production capacity is only 3,000 tons, in the face of the increasingly fierce competition in the field of negative materials, the overall strength is not outstanding. In the future, with the help of Morgan's R&D platform and advanced technology, it is expected to save lost position in the layout of power battery anode materials and new anode materials. As a company with outstanding technical advantages, it has the ability to be in the future. With the expansion of downstream customers, the market share in the future is expected to further expand. Companies that charge, power, and store lithium ion battery anode materials 9. Tianjin Jinmei Carbon Material Technology Development Co., Ltd. Competitive Ranking: NO9 Company Profile: Tianjin Jinmei Carbon Material Technology Development Co., Ltd. was founded in 1998, mainly engaged in R&D, production and sales of lithium ion battery anode materials and new special carbon. The main products include fine structure high purity graphite, fine structure graphite, medium thick Structural graphite, isotropic graphite, graphite powder and recarburizer of various purity and particle size, and various types of machined graphite products. The annual production capacity of Jinmei Carbon's artificial graphite anode materials is 3,000 tons. The company is seeking to expand production capacity, and the first phase expansion plan is 5,000 tons. From January to September 2016, Jinmei Carbon Materials achieved sales revenue of approximately 60 million yuan. The main customers include Penghui Energy, Tianneng Group and Jiewei Power. Reasons for the list: After years of integration and development, Jinmei Carbon has set up three production bases, and has built a lithium-ion battery anode material and a new special carbon material research and development center. The development strategy developed by Jinmei Carbon Materials shows that the company hopes to transform into a comprehensive supplier of carbon materials mainly based on anode materials, including special carbon materials, in the next few years, among which the anode materials mainly focus on the automotive power lithium-ion battery market. Powered into the leading supplier of power lithium battery anode materials. 10. Dalian Hongguang Lithium Industry Co., Ltd. Competitive Ranking: NO10 Company Profile: Founded in November 2013, the main products include natural graphite, artificial graphite, composite graphite, mesophase, power materials, etc., with two production bases in Dalian and Dandong, with an annual production capacity of 3,500 tons (Dalian 1500) Tons, Dandong 2000 tons), major customers such as BYD and BAK batteries. The sales revenue in the first half of 2016 was about 30 million yuan. Reasons for the list: Dalian Hongguang specializes in the production of power graphite anode materials, and has certain advantages in technology accumulation. Although it has two downstream neighbors, BAK Battery and BYD, it has the advantage of “near water towerâ€, but the negative electrode material market competition Intense, the future faces the risk of being replaced, and downstream customers who need to further expand in the future to ensure the growth of their own business. SICHUAN TELOS NEW MATERIAL TECHNOLOGY CO., LTD , https://www.telosmaterial.com