I. Lithium
Market value of Ganfeng Lithium Industry (002460)184.5 billion.
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 products in China, a professional manufacturer with the most complete variety of lithium products, the longest product processing chain and the most complete technology in China, and a leading enterprise in the deep processing industry of lithium products in China.
The market value of Salt Lake shares (000792)1710.8 billion.
The 30,000-ton battery-grade lithium carbonate project of Qinghai Salt Lake BYD Development Co., Ltd. and the 20,000-ton battery-grade lithium carbonate project of Qinghai Salt Lake Fozhao Michelle Lithium Industry Company are the largest lithium carbonate projects in China, both of which are holding subsidiaries of the Company.
Tianqi Lithium Industry (002466) market value127.7 billion.
The company's main business includes solid lithium mine resource development, lithium chemical products production and lithium mine trade. The company has a strong reserve advantage of lithium resources, and is one of the few enterprises in the world that simultaneously distributes high-quality lithium mines and salt lake brine mines, with strong global resource control capabilities.
The market value of Zangge Holdings (000408) is 520 1 100 million.
The company adopts advanced simulated continuous adsorption technology to extract lithium from ultra-low concentration brine to produce battery-grade lithium carbonate. Chaerhan Salt Lake is the largest soluble potassium magnesium salt deposit in China and one of the largest salt lake deposits in the world.
Shengxin Lithium Energy (002240) has a market value of 48.50 billion.
The owners of Zhiyuan Lithium Industry should be engaged in the research and development, production and sales of basic lithium salt products, with an annual design capacity of 40,000 tons of battery-grade lithium carbonate, lithium hydroxide monohydrate and lithium chloride. The company's technology is advanced and mature, and its production capacity ranks among the top in China. Its products are mainly used in lithium ion battery cathode materials, energy storage, glass ceramics, chemical industry, environmental protection building materials and other fields.
Jiangte Electric (002 176) has a market value of 410.3 billion.
The company is rich in lithium mineral resources, with 5 mining rights and 6 exploration rights in Yichun area, with a mining area of more than 30 square kilometers and huge resource value. Lithium battery materials industry mainly includes lithium carbonate and lithium battery cathode materials.
Yahua Group (002497) has a market value of 35.03 billion.
The company's lithium business mainly focuses on the research and development, production and sales of deep-processed lithium products. The main products include lithium hydroxide, lithium carbonate, lithium dihydrogen phosphate, lithium manganate and other lithium series products, which are widely used in new energy, medicine, new materials and other fields. At the same time, the company also reserves a certain amount of lithium ore resources through various channels to provide sufficient resources for the production of lithium products.
Rongjie shares (002 192) have a market value of 32.85 billion.
The positioning and development planning of the company is based on the development of lithium industrial chain and extends to high-tech industries such as new energy and new materials. At present, the company has laid out lithium mine mining, lithium salt and deep processing, lithium battery system and lithium battery equipment. In the lithium industrial chain, a relatively complete industrial chain has been formed from upstream resources to downstream applications.
The market value of Mount Everest (600338) in Tibet is 2610.90 billion.
The South American SDLA lithium salt lake project (salt lake area is 87 square kilometers), which is wholly owned by the company Everest China Hongkong (equity ratio is 54%), has a reserve of more than 2 million tons of LCE (lithium carbonate equivalent), of which more than 80% of the resources have been proved and controlled, and the current production capacity is 2,500 tons/year LCE.
The market value of Tibet mining industry (000762) is 210.42 billion.
Zabuye Salt Lake in Tibet, with exclusive exploitation rights, is the third largest lithium salt lake in the world and the largest in Asia, with proven lithium reserves of 1.8465438+ 10,000 tons. It is a special comprehensive large salt lake deposit, rich in solid and liquid lithium, boron and potassium. Tianqi Lithium Industry and BYD are shareholders of Zabu Industry, a subsidiary of the Company.
The market value of Tibet City Investment (600773) 1679 billion.
The company holds 465,438+0% of the shares of Guoneng Mining, which holds the mining rights of Jieze Chaka and Longmucuo Salt Lake in Tibet. The exploitable reserves of lithium carbonate in these two salt lakes are 3.9 million tons.
Two. Cobalt and nickel
Huayou Cobalt Industry (603799) market value119.9 billion.
The company is mainly engaged in R&D and manufacturing of new energy lithium battery materials and new cobalt materials. Is a high-tech enterprise with an integrated industrial chain from cobalt and nickel resource development to lithium battery material manufacturing, and is committed to developing low-carbon and environmentally-friendly new energy lithium battery materials.
Market value of Luoyang Molybdenum Industry (603993) 1 18 1 100 million.
At present, the company is the second largest cobalt producer in the world, and its cobalt products are cobalt hydroxide. In 20 16 and 2020, the company acquired TFM and Kisangani, two major copper and cobalt mines in Congo (DRC) of Freeport, and the reserves of cobalt metal increased to 4.935 million tons, which is expected to surpass the international giant Glencore and reserve sufficient strategic resources for the development of domestic new energy industry.
Gemme (002340) has a market value of 40.99 billion.
The largest enterprise in China to recover ultrafine cobalt-nickel powder from waste resources is also one of the industrial bases of cobalt-nickel powder materials and recovery technology in China, with a complete industrial chain of "waste batteries and cobalt, nickel, tungsten, germanium, indium-cobalt-nickel-tungsten powder-power battery materials".
Shengtun Mining (6007 1 1) has a market value of 25.93 billion.
Based in the Democratic Republic of Congo, the company has gradually established a complete business system covering cobalt raw materials, copper and cobalt smelting, cobalt product trade, cobalt material deep processing and cobalt recovery in South Africa, Singapore, China and Hongkong, China.
Han Rui cobalt industry (3006 18) market value1997 million.
The company is mainly engaged in the research and development, production and sales of cobalt powder and other cobalt products. Is a high-tech enterprise with independent research and innovation capabilities. Its main products include cobalt powder, electrolytic copper and cobalt concentrate.
Market value of Pengxin Resources (600490)104 billion.
Pengxin International Group Co., Ltd., a wholly-owned grandson of the company, participated in the subscription of shares of Clean Teq Company on 20 17. The company has a large-scale high-grade Ni-Co-Sc deposit in New South Wales, Australia, and has patented technology of resin adsorption ion exchange leaching, which can be used for the extraction and purification of various metals.
Three. phosphorus (P)
Yuntianhua (600096) has a market value of 45.55 billion.
The company is the largest phosphate mining and dressing enterprise in China at present, and its production scale ranks first in the country. Its subsidiary Tianning Mining (holding 5 1%) owns the mining rights of five phosphate mines, with a reserve of 88.44 million tons, and can mine 3.65 million tons of phosphate mines every year.
Xingfa Group (600 14 1) has a market value of 39.07 billion.
The company's business covers all major links in the phosphorus chemical industry, from ore and energy supply to downstream product production. It is one of the few leading enterprises in phosphorus chemical industry with "mine-electricity integration" industrial chain in China. At present, its main business is the mining and sales of phosphate rock, as well as the production and sales of phosphate, phosphate fertilizer, glyphosate, silicone and other chemical products.
The market value of Xinyangfeng (000902) is 210.64 billion.
Xinyangfeng is one of the leading phosphorus chemical enterprises in China, with the capacity of monoammonium phosphate of 6,543.8+0.8 million tons (including the capacity of ammonium dihydrogen phosphate of 6,543.8+0.5 million tons), ranking first in the country. The company plans to invest 3 billion yuan to build a production line with an annual output of 654.38+10,000 tons of iron phosphate and 50,000 tons of lithium ferrous phosphate.
Chuanfa python (0023 12) market value182.7 billion.
Ammonium dihydrogen phosphate has become one of the important raw materials for the precursor of lithium ferrous phosphate, the cathode material of new energy batteries (lithium iron phosphate batteries). The company is the largest ammonium phosphate producer in the world with the largest production and sales volume and the largest domestic export volume, and the export volume exceeds 50% of the total domestic export volume.
Market value of Hubei Yihua (000422)1776438+0 million.
The company has the mining right of phosphate rock with an annual output of 6.5438+0.3 million tons in Yichang, Hubei and Sichuan, and Yichang Bangpuyihua New Materials Co., Ltd., a shareholding subsidiary, plans to build projects such as iron phosphate precursor, nickel sulfate, sulfuric acid, wet-process phosphoric acid and refined phosphoric acid.
Fourth, rare earth.
North Rare Earth (600 1 1 1) market value 146 1 100 million.
The company is the largest supplier of rare earth products in China and even the world, mainly producing and operating rare earth raw materials (rare earth salts, rare earth oxides and rare earth metals), rare earth functional materials (rare earth magnetic materials, polishing materials, hydrogen storage materials, luminescent materials and catalytic materials) and some rare earth application products.
The market value of Baotou Steel (6000 10)10/200 million.
Baiyun Obo Mine in Baotou Steel is a world-famous treasure house of resources. The proven iron ore reserves are 65.438+0.40 billion tons, and 654.38+0.75 kinds of minerals and 73 kinds of elements have been discovered. The rare earth reserves rank first in the world. Main steel products, rare earth products.
Minmetals Rare Earth (00083 1) has a market value of 29.45 billion.
The company is one of the largest southern ionic rare earth separation and processing enterprises in China, mainly engaged in the management and trade of rare earth oxides, rare earth metals and deep-processed products, as well as rare earth technology research and development and consulting services.
Hesheng Resources (600392) has a market value of 29.08 billion.
The company's main business is rare earth mining, production and sales of rare earth products; Production and sales of catalytic materials; Various industrial investments; Rare rare earth metal smelting and sales, rare earth metal alloy, waste recycling; Comprehensive application, deep processing and technical consultation; Processing and sales of new rare earth materials.
The market value of Xiamen Tungsten Industry (600549) is 2,676,438+0 billion.
The company has a complete tungsten industrial chain and a complete rare earth industrial chain; Mainly engaged in research and development, production and sales of new energy materials such as tungsten concentrate, intermediate products of tungsten and molybdenum, powder products, wire and plate, cemented carbide, cutting tools, various rare earth oxides, rare earth metals, rare earth luminescent materials, magnetic materials, hydrogen storage alloy powder, lithium battery materials, etc.
Guangsheng Nonferrous (600259) market value137.5 billion.
The company is mainly engaged in rare earth mining, smelting separation, deep processing, tungsten mining and non-ferrous metal trade. Its products include rare earth concentrate, mixed rare earth, rare earth oxide, rare earth metal and tungsten concentrate.
Verb (abbreviation of verb) manganese
Xiangtan electrochemical (002 125) has a market value of 8.624 billion.
The company is the largest producer of electrolytic manganese dioxide in China, and also the largest producer of electrolytic manganese dioxide for mercury-free alkaline manganese batteries.
Red Star Development (600367) has a market value of 765438+75 million.
Dalong Manganese Industry is a wholly-owned subsidiary of our company. The main business is the research and development, production and sales of manganese salt chemicals and barium salt series products. The main products include electrolytic manganese dioxide, high-purity manganese sulfate, barium carbonate, barium sulfate and battery-grade lithium carbonate. Manganese salt products are mainly used as cathode materials for primary batteries and lithium batteries.
Six, copper
Zijin Mining (60 1899) has a market value of 303.3 billion.
The company is a large multinational mining group, mainly engaged in the exploration and development of gold, copper, zinc and other mineral resources around the world, moderately extending the smelting and processing and trade business, and has a relatively complete industrial chain.
Jiangxi Copper (600362) has a market value of 67.90 billion.
The company's main business covers the mining, smelting and processing of copper and gold; Extraction and processing of rare metals; Sulfur chemical industry, finance, trade and other fields, and has established a complete industrial chain integrating exploration, mining, mineral processing, smelting and processing in the field of copper and related non-ferrous metals. It is an important chemical production base of copper, gold, silver and sulfur in China.
The western mining industry (60 1 168) has a market value of 34.65 billion.
The company is mainly engaged in the mining, smelting and trading of basic nonferrous metals and ferrous metals such as copper, lead, zinc and iron, which are divided into four major sectors: mining, smelting, trade and finance. The main products of the mining sector are lead concentrate, zinc concentrate, copper concentrate, iron concentrate and pellets. The main products of smelting plate are zinc ingot, electrolytic lead and electrolytic copper.
Seven, sodium
Market value of CNSC (600328)150.8 billion.
The company's sodium metal production capacity is 65,000 tons, accounting for 4 1.0 1% of the total domestic design capacity. It has technical and resource advantages in the industry and is in a leading position in the industry. The products mainly cover Ning Meng, Lu Yu, Zhejiang, Jiangsu, Shanghai and Anhui, and the northeast of Beijing and Tianjin. The downstream is mainly distributed in indigo powder, pharmaceutical intermediates, polysilicon and other industries.
The market value of Northern Copper (000737)117.7 billion.
Yuncheng Salt Lake developed by the company is the third largest inland lake of sodium sulfate type in the world, and the quality of potassium sulfate ranks first among similar products. The company's annual output of potassium sulfate is 6.5438+0.6 million tons, and its reserves of sodium sulfate are more than 80 million tons, ranking first in the world.
Lily (603823) has a market value of 465438+68 million.
Inner Mongolia Sheng Yuan Sodium Technology Co., Ltd., which is controlled by the company, is mainly engaged in the production and sales of metallic sodium, with a design capacity of 20,000 tons/year of metallic sodium and 30,000 tons/year of liquid chlorine by-products.
Eight, magnesium
Haiyun Metal (002 182) market value137 billion.
The company's main products are magnesium alloy, aluminum alloy, master alloy and metal strontium, and it is one of the largest professional manufacturers of magnesium alloy in the world. The company's magnesium alloy production capacity exceeds 654.38 million tons. According to the national magnesium alloy output statistics of China Magnesium Industry Association in 2008, the market share is over 35%.
Nine, aluminum
China Aluminum Industry (60 1600) Market Value 102 1 100 million.
The company is a leading enterprise in China nonferrous metal industry, and its comprehensive strength ranks among the top in the global aluminum industry. At present, it is also the only large-scale aluminum production and operation enterprise in China aluminum industry, which integrates bauxite, coal and other resources exploitation, production and sales of alumina, primary aluminum and aluminum alloy products, technology research and development, international trade, logistics, thermal power generation and new energy power generation.
Nanshan aluminum (6002 19) has a market value of 49.59 billion.
The company's main business is to form a complete aluminum industrial chain production line from thermoelectric-alumina-electrolytic aluminum-casting-(aluminum profile/hot rolling-cold rolling-aluminum foil rolling/forging). The company's main products include upstream products such as electricity, steam, alumina and aluminum alloy ingots, and downstream products such as aluminum foil, extruded profiles, calendered materials and large-scale machined structural parts.
The market value of Yun Aluminum (000807) is 47.89 billion.
The company's main business is bauxite mining, alumina production, aluminum smelting, aluminum processing and carbon production for aluminum, forming a complete industrial chain integrating bauxite, alumina, electrolytic aluminum, aluminum processing and carbon production for aluminum. The company's main products include alumina, carbon for aluminum, aluminum ingot for remelting, aluminum round bar, aluminum alloy square bar, aluminum strip and aluminum foil.
The market value of Shenhuo shares (000933) is 310.22 billion.
The main products of the company's aluminum business are alumina, electrolytic aluminum and electrolytic aluminum deep processing products. The product quality is excellent. Among them, alumina is mainly used in the production of electrolytic aluminum; Electrolytic aluminum is divided into aluminum ingots and aluminum alloys, which are mainly used in construction, electric power, transportation and other industries; The deep processing products of electrolytic aluminum mainly include cast-rolled coils and cold-rolled coils, which are mainly used in building materials, packaging, household appliances, printing and other industries.