What do you mean by pvdf concept stocks?

Pvdf concept stocks are lithium battery concept stocks, and enterprises that produce and operate lithium batteries are called lithium battery concept stocks. Lithium battery: a battery that uses lithium metal or lithium alloy as negative electrode material and non-aqueous electrolyte solution. Related stocks include: Wisdom Songde, Fulin Seiko, Dang Sheng Technology, Jianghuai Automobile, Pilot Intelligence, Guoguang Electric, Yan 'an Bikang, Kedali, Gina, Tianci Materials, Putailai, Bai Rong Technology,

I. List of Leading PVDF Concept Stocks

According to the feedback from the lithium battery industry, the main suppliers of lithium batteries are Solvi, Wu Yu, Acoma and other foreign capitals. In China, Dongyue Group has a production capacity of 654.38+0 million tons and has been supplying lithium batteries in batches. The remaining companies are still working hard for the lithium battery industry. PVDF needs upstream materials such as R 142B/ 143b, which belongs to restricted products, but it is difficult to prepare lithium battery grade PVDF itself, especially suspension products. According to the feedback from the lithium battery industry, some chemical enterprises will not be able to produce in small batches for many years. According to the expansion plan of existing enterprises, it is expected that the tension of PVDF may continue until the end of next year.

Related enterprises: If materials such as r 142b are produced, the performance elasticity may be greater.

Dongyue Group (Hong Kong stocks), Skyline (with technical reserves, the former executives mainly worked in San Aifu), Lianchuang, Longxing Chemical, Juhua and Sanmei.

Two, the current successful introduction of lithium batteries and photovoltaic industry are:

1, Huaxia Shenzhou, a subsidiary of Dongyue Group, owns 1 10,000 tons of PVDF and its supporting facilities of nearly 40,000 tons r142b; ; Ruyuan East Sunshine, controlled by Putailai, has a PVDF production capacity of 2,000 tons; China New Culture has thousands of tons of PVDF production capacity.

2. Lianchuang shares: Lianchuang shares, the main listed company, have the largest production capacity. Recently, the stock price has continued to speculate, and the stock price has doubled in just half a month. The planned production capacity of the company's PVDF polyvinylidene fluoride project is 8,000 tons/year, and the project has started construction. The raw materials of PVDF are R 142b and R 142b. At present, the price has risen from 20,000 yuan/ton to nearly 40,000 yuan/ton. The product design capacity of R 142b company is 20,000 tons/year, and the quota of R 142b company is 3,650 tons. As a supplier of Solvay and Acoma.

3. Longxing Chemical: The company has a small amount of polyvinylidene fluoride (PVDF). At present, the PVDF production capacity of Longxing Chemical is about 2000 tons. With the market demand, it is expected that the possibility of the company's expansion will also increase.

4. Sanmei Co., Ltd.: At present, the company's total production capacity of HCFC- 142b is 4 176 tons, which is one of the companies with large related production capacity in A-share listed companies at present.