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Lithium battery companies have been heavily listed on the New Third Board, achieving supply and demand balance in 2016


Introduction Mybattery listed companies have raised funds to expand production capacity with the help of capital platforms, and small and medium-sized lithium battery companies are speeding up to land on the New Third Board. Market participants predict that in the second half of 2016, the lithium battery industry will basically reach a balance between supply and demand, and industry reshuffle is inevitable.

Since the beginning of this year, with the rapid development of the new energy vehicle market, the lithium battery industry chain has ushered in an explosion and has become one of the most investment-intensive fields. Listed companies have raised funds to expand production capacity with the help of capital platforms, and small and medium-sized lithium battery companies are speeding up their efforts to land on the New Third Board. Market participants predict that in the second half of 2016, the lithium battery industry will basically reach a balance between supply and demand, and industry reshuffle is inevitable.

Lithium battery industry chain broke out

According to incomplete statistics, there are currently 35 lithium battery companies listed on the New Third Board, and 10 lithium battery companies are pending listing. Especially since the second half of the year, many lithium battery companies have rushed to land on the New Third Board to seek development. The main business of lithium battery companies listed on the New Third Board involves lithium battery cathode materials, anode materials, separators, electrolytes and other fields.

The outbreak of the lithium battery industry chain is the direct cause of the above-mentioned companies landing on the New Third Board. According to the website of the Ministry of Industry and Information Technology, from January to November 2015, a total of 279,200 new energy vehicles were produced, a year-on-year increase of 4 times. Among them, 117,200 pure electric passenger vehicles were produced, a year-on-year increase of 3.5 times; plug-in hybrid passenger vehicles were produced 53,000 units, a year-on-year increase of 3 times; pure electric commercial vehicles were produced 90,100 units, an increase of 11 times year-on-year Electric hybrid commercial vehicles produced 18,900 units, a year-on-year increase of 90%.

The rapid growth of the new energy vehicle market has led to the outbreak of the lithium battery industry chain. Market participants predict that the demand for power lithium batteries will exceed 13 million kwh in 2015, with a growth rate of over 100%. In the context of the short supply of lithium batteries, since this year, the lithium battery industry chain has become the most intensive area for listed companies to raise investment. Taking Dadongnan as an example, the company plans to raise a total of no more than 2 billion yuan in non-public offerings, which will be used for the "750 million Ah lithium-ion energy storage power battery construction project with an annual output". The main product is lithium-ion vehicle energy storage power batteries, all External sales. At the same time, listed companies such as Del Home Furnishing, Chengfei Integration, and Lucky Film also increased their investment in the lithium battery industry chain in the third quarter.

"In the past few years, the lithium battery industry chain has been in a downturn, and lithium battery companies generally have poor profitability. This year, the lithium battery industry chain suddenly exploded, and everyone rapidly expanded production capacity. The desire to seize the market is very urgent. And listed companies have huge advantages in financing. In contrast, it is very necessary for small and medium-sized enterprises to log on to the financing platform of the New Third Board in a timely manner.” Huang Kuan, vice president of the OTC Market Department of Dongxing Securities, told a reporter from China Securities Journal.

Supply and demand will be balanced next year

As lithium battery companies expand their production capacity one after another, market participants predict that in the second half of 2016, the lithium battery industry will basically reach a balance between supply and demand, and industry reshuffle is inevitable.

"The real start of the lithium battery industry is from this year. All major companies, including listed companies, are rapidly expanding their production capacity. A careful review of the lithium battery companies listed on the New Third Board will find that many companies are no less than listed companies in terms of technology. There are also many companies that have listed companies as shareholders, and even their customers include many listed companies.” Huang Kuan said.

Taking Yunxuntong as an example, the company can provide digital factory solutions, and listed companies such as BYD and Yiwei Lithium Energy are its customers. Yunxuntong has also won the favor of listed companies. Sunwoda previously announced that it plans to subscribe for 1.15 million shares of Yunxuntong’s directional issue at a subscription price of 12 yuan per share. The total subscription price is 13.8 million yuan, accounting for Communication 10% stake. Xinwoda said that it has launched a strategic alliance with Yunxuntong to provide customers with an overall solution for intelligent manufacturing that combines software and hardware, and enhance the market competitiveness of the company's overall intelligent manufacturing solution.

At the same time, there are also lithium battery companies listed on the New Third Board with outstanding performance. Taking Tianfeng Power as an example, from 2012 to 2014, the company achieved net profits of 2.49 million yuan, 3.01 million yuan, and 18.28 million yuan respectively, and the growth rate increased significantly from 20.51% in 2013 to 506.77%. In the first half of this year, the company has achieved a sales revenue of nearly 100 million yuan and a net profit of 18.48 million yuan, exceeding the total profit of last year. In April this year, Tianfeng Power's wholly-owned subsidiary completed the first-phase technical transformation of Huzhou Tianfeng and officially put it into production; in June, the second-phase technical transformation was launched.

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