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Lithium Ion: Increase in power lithium batteries, the first to benefit from the ternary explosion

1、Power battery market newcomer, meet the ternary wind mouth
According to analysts estimates, this year's domestic passenger cars and logistics vehicles doubling growth will stimulate ternary battery demand compared to 2015 sales of 4.4GWh is expected to double the growth to 12GWh, and the domestic first-tier enterprises ternary production capacity expansion is relatively lagging behind, the ternary battery industry this year is expected to be in short supply. Currently the company has ternary 0.7GWh, lithium iron phosphate 0.4GWh capacity, of which ternary capacity is expected to reach 1GWh and 3GWh in 2016-2017, lithium iron phosphate capacity is expected to be expanded to 1.2 ~ 1.5GWh at the end of the year, with the company's ternary production capacity is expected to benefit from the ternary industry chain outbreak.

2, the traditional lithium primary battery business leader position is solid, and actively research and development of capacitor products

The company is the largest domestic and the world's third largest supplier in the field of lithium batteries, the annual sales volume of the world's first, lithium manganese batteries sales ranked first. Lithium primary battery main products include lithium batteries, lithium manganese batteries, SPC products. Smart meter, intelligent transportation market demand is steadily increasing and PV wind power installed capacity continues to grow, the company's industry leading position is solid. In addition, the company actively research and development of high energy density lithium-ion battery capacitor SPC and other new products, and continue to promote the steady development of lithium primary battery business.

3、Electronic cigarette market industry inflection point appeared, significant improvement in performance

In 2014, the company merged and acquired Mike Weil to enter the electronic cigarette market, and at the end of 2015, Mike Weil successfully listed on the New Third Board. With the electronic cigarette market adjustment period is basically over, the company's electronic cigarette business has established its own brand, and lock the United States large customers to promote the steady growth of ODM, this year's performance is expected to rebound significantly.

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