What are the main leading stocks of lithium mine?

What are the main leading stocks of lithium mine?

Leading shares of salt lake lithium extraction refer to the leading enterprises in the salt lake lithium extraction industry, which have technical advantages, abundant resource reserves and large market share, and are the core strength of the salt lake lithium extraction industry in China. The following small series brings the stock of lithium mine leading stocks, which is of great benefit to you. Let's have a look.

What are the leading stocks of lithium mine?

Lithium mine leading stock

1. Salt Lake Co., Ltd. (000792): The company is mainly engaged in the production and sales of potassium chloride, and is the largest potash fertilizer producer in China. As of August 202 1, 10, the total market value was 20 18.3 1 100 million yuan;

2. Ganfeng Lithium Industry (002460): The company is mainly engaged in the research and development, production and sales of various lithium products, and is one of the largest lithium metal manufacturers in the world. As of August 202 1, 10, the total market value was 250 1.2 1 100 million yuan;

3. Tianqi Lithium Industry (002466): The company is mainly engaged in research and development, production and sales of lithium ore and lithium products, and is one of the largest lithium producers in the world. By 202 1, 10, the total market value is1488.47 million yuan.

What are the concept stocks of extracting lithium from salt lake?

There are Tibet City Investment, Keda Manufacturing and Tibet Mining.

Details are as follows:

1, Tibet Chengtou 600773:202 1, and the company realized an operating income of 25 1.4 million yuan, a year-on-year increase of 3,495,438+0%; The net profit attributable to shareholders of listed companies was1.1.80 billion yuan, up 6.5% year-on-year; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 654.38+0.23 billion yuan, a year-on-year increase of 0.65%.

The lithium extraction project of Guoneng Mining Salt Lake has not been mass-produced, and the process route is still in pilot test. 165438+ closing news1On October 25th, Cangcheng Investment opened at 20.4 1 yuan, closing at 20.280 yuan, with a turnover of 238 million yuan.

2. Keda Manufacturing 600499: The company realized an operating income of 9.797 billion yuan in 20021,a year-on-year increase of 34.24%; The net profit attributable to shareholders of listed companies was 65.438+0.06 billion yuan, a year-on-year increase of 284.6%; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 952 million yuan, a year-on-year increase of 9405.34%.

Keda's main manufacturing industries are machinery and equipment, building ceramics and clean energy and environmental protection industries, with cumulative revenue accounting for 90%. In 2020, the proportion of lithium extraction revenue in salt lakes will reach 5.88%, but there is a large room for growth of lithium extraction in salt lakes.

165438+1closing news on October 25th, the share price of HKUST Manufacturing fell by 2.08% in three days, and the latest price was 15.890 yuan, with a turnover of 264 million yuan.

3. Ninth Five-Year Plan High-Tech 30063 1: Company 202 1 realized operating income of 540 million yuan, up1.6% year-on-year; The net profit attributable to shareholders of listed companies was 70124,300 yuan, up-15.24% year-on-year; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 26.2246 million yuan, a year-on-year increase of -58.52%.

The company has the technology of extracting lithium from salt lake brine by "adsorption membrane method", which can be used to produce battery-grade lithium carbonate products. The company provides customers with integrated technology solutions, including membrane materials. On the evening of October 7th, 2002110, the company issued a plan to issue shares to specific targets by simple procedures, and planned to raise1.60 billion yuan for the construction of the pilot platform for lithium extraction in salt lake, the comprehensive service project of solid hazardous waste intelligent cloud warehouse and supplementary working capital. The total investment of the pilot platform construction project for extracting lithium from salt lake is 654.38+0.23 billion yuan. It is planned to carry out pilot-scale research on lithium extraction from salt lakes with salt lake resource parties in Zabuye Salt Lake in Tibet, Angelis Salt Lake in Argentina and Dachaidan Salt Lake in Qinghai, to verify the application performance of lithium extraction process by adsorption membrane in different types of salt lakes, and to optimize the lithium extraction process by adsorption membrane.

165438+1October 25th news, the Ninth Five-Year High-Tech opened at 30.8 yuan and closed at 15. The stock fell 1.5 1% to 30.730 yuan. The current market value is 3.769 billion.

4. Tibet Mining 000762:202 1 realized an operating income of 644 million yuan, up 68.18% year-on-year; The net profit attributable to shareholders of listed companies was 65.438+0.4 billion yuan, a year-on-year increase of 388.89%; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was1.1.200 million yuan, a year-on-year increase of 302.98%.

Mining, processing, sales and trade of chromite, lithium, copper and boron. Shannan Branch is responsible for mining the Luobusa chromite mine in Tibet owned by the company; Tibet Zabuye Company, a holding subsidiary, is responsible for extracting lithium and boron from the salt lake owned by the company. The holding subsidiary Nimu Copper Company is responsible for the copper mining and electrolytic copper processing of Nimu Copper Mine owned by the company.

What are the stocks of lithium battery leading stocks?

The lithium battery tap is as follows:

1. Contemporary Ampere Technology Co., Ltd., the leading power battery listed, ranks first in the world in terms of the number of batteries, and the company is the world's leading supplier of lithium-ion batteries. Focus on the research and development, production and sales of power battery systems and energy storage systems for new energy vehicles, and strive to provide first-class solutions for global new energy applications.

2. BYD 002594, whose blade battery is the only one, has changed the pattern of lithium ferrous phosphate and ternary lithium batteries. The company has established a global leading technical advantage and cost advantage in the field of power batteries, and established a leading scale advantage through the rapid expansion of power battery production capacity. The "blade battery" developed by the company is a new generation of lithium iron phosphate battery. Through the improvement of battery efficiency and internal design, its volume specific energy density is obviously higher than that of traditional iron batteries.

3. En Jie Co., Ltd., the leading enterprise of lithium battery separator, is a leading enterprise in the global lithium battery and separator industry in terms of capacity scale, product quality, cost performance and technology research and development. The company set up five wet separator production bases in Shanghai, Wuxi, Jiangxi, Zhuhai and Suzhou, and started the construction project of Hungarian lithium battery separator production base on 20021.

4. Ganfeng Lithium Industry 002460, one of the leading lithium resources. The company is a leading lithium ecological enterprise in the world, with the production capacity of more than 40 kinds of lithium compounds and metallic lithium products in five categories. It is one of the most complete suppliers of lithium series products, and the perfect product supply portfolio can meet the unique and diverse needs of customers. The company began to manufacture lithium compounds and metallic lithium from the middle reaches, and successfully expanded to the upstream and downstream of the industrial value chain.

5. Yiwei Lithium Energy 3000 14, one of the leading lithium battery enterprises, is a lithium battery manufacturer, mastering the core technology of lithium batteries, possessing the first-class manufacturing technology in the industry and being in a leading position in the global market. The company's main business is the research, development, production and sales of consumer batteries (including primary lithium battery, small lithium-ion batteries and ternary cylindrical batteries) and power batteries (including new energy automobile batteries and their battery systems and energy storage batteries).

6. Salt Lake Co., Ltd. 000792, a leading enterprise for lithium extraction in Salt Lake, shares in Michelle Lithium Industry Company. Relying on the rich lithium resources in Chaerhan Salt Lake and the public facilities in Salt Lake Industrial Park, the cost of producing lithium carbonate by lithium adsorption and extraction technology has a comparative advantage compared with peers. The technology of extracting lithium from brine adopted by Michelle Lithium Industry Company is a technology independently developed by the company, and more than 30 related independent technologies have been patented.

7. Tianqi Lithium Industry 002466, one of the leading lithium resources. The total production capacity of lithium chemical products of the company is about 44,800 tons/year. In addition, the company is still building 48,000 tons of lithium hydroxide and 20,000 tons of battery-grade lithium carbonate. In the medium term, the total planned capacity of lithium chemical products exceeds 65,438+065,438+0,000 tons/year.

8. Godsend material 002709, one of the leading electrolytes. The capacity of lithium ferrous phosphate is 5,000 tons, and the total capacity of electrolyte exceeds 50,000 tons. Currently, the planned projects under construction include Jiujiang lithium battery material project with an annual output of 6.5438+0.5 million tons, Fuding electrolyte project with an annual output of 6.5438+0.0 million tons, and Jiangsu Liyang electrolyte project with an annual output of 200,000 tons (Phase I).

Tianci material

9. Putelai 603659, the leading company of cathode materials for lithium batteries, specializes in key materials and automatic processing equipment for lithium-ion batteries. Its products include anode materials, coated diaphragms, aluminum-plastic packaging films, PVDF, adhesives and automatic processing equipment. Through the vertically integrated industrial chain layout, the company has established a stable and controllable manufacturing capability, horizontally expanded the product application and customer market of process technology, and built a large-scale collaborative competitive advantage, becoming a world-class integrated service provider of key materials and process equipment for lithium-ion batteries with leading technology, excellent products and standardized management.

10. Leading intelligence of lithium battery equipment 300450. The company is a global leader in high-end lithium battery equipment and overall solutions. We have mastered the core technologies such as automatic winding machine, laminator, complete sets of equipment and intelligent manufacturing overall solution for producing power lithium batteries, energy storage lithium batteries and digital lithium batteries. Its technology and performance have reached the advanced level in the world.

Salt Lake lithium extraction leading stocks ranked in the top ten.

1. The leading share of lithium mine is Fulin Seiko, stock code 300432. At present, the stock price is 26.0 1 yuan, and the circulating market value of A shares is188.69 million, which belongs to the concept of lithium mine. The company's main business involves the production and sales of cathode materials for lithium batteries, new energy automobile parts and precision parts.

Second, Jinyuan, the leading stock of lithium mine, ranked second with stock code 000546. At present, the stock price is 13.3 1 yuan, and the circulating market value of A shares is 9.522 billion, which belongs to the concept of lithium mine. The company will vigorously develop lithium resources in the future, and the rapid development of new energy vehicles will increase the demand for lithium batteries.

Third, Yahua Group, the leading stock of lithium mine, ranked third, with stock code 002497. At present, the stock price is 26 yuan, and the circulating market value of A shares is 27.088 billion, which belongs to the concept of lithium mine. At present, the company focuses on the production and sales of lithium concentrate.

4. China, the leading stock of lithium mine, ranks fourth in mining resources, with the stock code of 002738. At present, its share price is 74.45 yuan, and its A-share circulation market value is 22 billion, which belongs to the concept of lithium mine.

5. The fourth leading stock of lithium mine is Ganfeng Lithium Industry with stock code 002460. In 2020, the operating income will reach 5.524 billion yuan, up by 3.41%year-on-year; The net profit attributable to shareholders of listed companies was 65.438+0.25 billion yuan, a year-on-year increase of 654.38+0.86.1.6%; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 402 million yuan, a year-on-year increase of -42.08%. Due to the strong downstream demand, the company's corresponding products are also increasing in price, so the price increase of lithium ore will not compress the company's profits.

Who is the most potential leading stock in lithium mine?

1 .100 million weft lithium energy

Huizhou Yiwei lithium energy co., ltd was established on 200 1. Since its listing on Shenzhen Growth Enterprise Market in 2009, it has formed core businesses such as lithium primary battery, lithium ion battery and power supply system, and its products cover smart grid, intelligent transportation, intelligent security, energy storage, new energy vehicles, special industries and other markets. Pursue Excellence, focus on innovation, and strive to build a first-class "smart connected energy" solution provider.

2. Tianqi Lithium Industry

Tianqi Lithium Industry Co., Ltd. is a leading lithium-based new energy material enterprise in China and even the world, and a listed company in Shenzhen Stock Exchange. Its business covers the key stages of the lithium industry chain, including the development of hard rock lithium resources, the processing and sales of lithium concentrates and the production and sales of lithium chemical products. The company strategically distributes lithium resources in China, Australia and Chile, and establishes partnerships with international customers by virtue of the vertically integrated global industrial chain to help electric vehicles and energy storage industries realize the long-term sustainable development of lithium-ion battery technology.

3. Ganfeng Lithium Industry

Jiangxi Ganfeng Lithium Industry Co., Ltd. is the third largest lithium compound producer in the world, and its production capacity is the leading lithium metal producer in China as of February 20 1 and February 20 17. The company provides more than 40 kinds of lithium compounds and metallic lithium products, covering five categories, which the company considers to be one of the complete products of lithium compounds and metallic lithium suppliers in the world. The company has a vertically integrated business model, covering all important links in the value chain, such as lithium extraction in the upstream, lithium compound and metal lithium processing in the midstream and lithium battery production and recycling in the downstream. Starting from the manufacturer of lithium compounds and lithium metals in the middle reaches, the company has successfully expanded to the upstream and downstream of the industrial value chain, so as to obtain competitive lithium raw material supply, ensure cost and operational efficiency, realize the coordination of multiple business lines, collect frontier market information and develop top-notch technologies. The company's comprehensive product supply portfolio enables the company to effectively meet the special and diversified product and specification requirements mainly from battery-related end market customers.

4. Tibet City Investment

Tibet Urban Development Investment Co., Ltd. is a company mainly engaged in real estate development and sales. The company's real estate products involve a variety of property types, such as affordable housing, ordinary houses, commercial buildings and so on. Formerly known as Tibet Yalong Tibetan Medicine Co., Ltd., the company completed a major asset restructuring with the wholly-owned subsidiary of Zhabei State-owned Assets Supervision and Administration Commission in Shanghai in 2009, and the company completed the transformation from its main business to real estate development, old district renovation and affordable housing construction. The company has been engaged in real estate development for more than 20 years and has accumulated rich industry experience. More than 20 resettlement houses and ordinary commercial housing projects have been developed successively, including Yonghe Community, Yongle Garden, Yongsheng Garden, Yuexiu Garden, Northern Jiayuan, Fu You Jiayuan, Heyuan Ming Di, Heyuan Xiangdi, Heyuan Enterprise Plaza, Peng Pu Phase 10 and Qiaodong Phase II. Among them, "Heyuan" series is a high-quality living community developed by the company, which has established a good brand image for the company in the industry.

5. Mount Everest in Tibet

Tibet Everest Resources Co., Ltd., based on the upstream of nonferrous metal resources industry and relying on lead-zinc polymetallic mines in Tajikistan, has become a benchmark project for China enterprises to successfully invest in countries along the Belt and Road. At the same time, the company has begun to invest in the lithium salt lake development project in the upstream of Argentina's new energy industry along the "One Road". The company has continuously achieved transformation and upgrading, becoming one of the leading stocks in the mineral resources development sector of the securities market. The company was listed on the Shanghai Stock Exchange on February 27th, 2000, and it is the seventh listed company in Tibet. At the beginning of listing, the company was one of the national designated motorcycle manufacturers, mainly producing high-grade large-displacement motorcycles and occupying a certain market share in the domestic middle and high-grade motorcycle market.