Lithium-ion batteries are currently divided into two categories: liquid lithium-ion batteries (LIB) and polymer lithium-ion batteries (PLB). Among them, liquid lithium-ion batteries refer to secondary batteries in which Li+ embedded compounds are the positive and negative electrodes. The positive electrode uses lithium compounds LiCoO2 or LiMn2O4, and the negative electrode uses lithium-carbon interlayer compounds. Lithium-ion batteries are an ideal energy source for development in the 21st century due to their high operating voltage, small size, light weight, high energy, no memory effect, no pollution, small self-discharge, and long cycle life. Lithium-ion batteries have been widely used in portable appliances such as laptops, cameras, and mobile communications due to their unique performance advantages. The currently developed large-capacity lithium-ion battery has been trialled in electric vehicles and is expected to become one of the main power sources for electric vehicles in the 21st century and will be used in satellites, aerospace and energy storage. Its future market prospects are very broad. Among them, the main related listed companies with battery business include: CITIC Guoan, Jiangsu Cathay, Tibet Mining, Shanshan Co., Ltd., China Baoan, Fosu Co., Ltd., Fengfan Co., Ltd., Corun, Desay Battery, and TCl Group. Among them: Fengfan Co., Ltd.: a designated production unit for military starting lead-acid batteries, with an annual production capacity of 3.5 million KVAh; committed to the development of lithium batteries and solar cells. Corun: The company produces nickel foam and nickel-based batteries, and the nickel-metal hydride power battery project is under active research and development. Desai Battery: The company is a major supplier of mobile phone batteries at home and abroad. TCl Group: The subsidiary produces lithium batteries. Those involved in lithium battery core technology products are mainly CITIC Guoan, Jiangsu Cathay, Tibet Mining, Shanshan Co., Ltd., China Baoan, and Fo Plastic Co., Ltd. Tibet Mining: Laying out the upstream, waiting for the arrival of the lithium battery revolution. The lithium carbonate content of the company's Zabuye Salt Lake is conservatively estimated at 2 million tons, and the company has its 20-year mining rights. At present, Zabuye Lithium Industry has an actual production capacity of lithium carbonate of more than 2,000 tons/year, and the output is expected to exceed 1,500 tons this year. It is estimated that with an additional investment of 70-80 million yuan, it is expected to reach the first-phase design capacity of 5,000 tons/year. Lithium carbonate and Nimu copper mine are the company's key projects in the future, and the lack of construction funds is a weakness, but we always believe that good projects do not worry about money. 700 million yuan can increase the company's lithium carbonate production capacity to 30,000 tons/year within 2-3 years, ranking among the top three in the world. 300 million yuan can increase the production capacity of Nimu copper mine to 5000-8000 tons/year. The lithium industry has a bright future, and the company’s resource value needs to be further explored. Once power lithium batteries achieve large-scale application, Tibet Mining is expected to become one of the biggest beneficiaries. Jiangsu Cathay: Lithium battery electrolyte shines. The company's chemical products mainly include lithium-ion battery electrolyte and silane coupling agent, which are produced by its holding subsidiary Huarong Chemical. The current production capacity is about 2,000 tons/year. Huarong Company began to produce lithium battery electrolyte in 2002. After years of development, the technology has continued to advance. At present, it has formed nearly a thousand models of mid-to-high-end products, and has been recognized by many large foreign companies. 30% of its products are used in Exports, and by continuously improving product performance and developing new products, the gross profit margin of products has been maintained at a high level. As new production capacity is completed and put into production, performance will increase significantly. Lithium battery electrolyte is currently mainly used in electronic products such as mobile phones, digital cameras, notebook computers, and mining lamps, accounting for approximately 90% of all lithium ion usage. The demand for lithium batteries used in electronic products, miner's lamps, etc. will maintain a steady growth of 10% per year. Huarong Chemical, Japan's Ube, and South Korea's Samsung are the top three companies in the world in terms of lithium battery electrolyte production capacity. In 2009, Huarong Chemical's lithium battery electrolyte production capacity will reach 5,000 tons/year, making it the world's largest manufacturer. Jiangsu Cathay is an excellent company with excellent management and strategic vision. Its foreign trade business has developed steadily in the current harsh market environment; its lithium battery industry has good market prospects and rapid performance growth. Its lithium electrolyte will surely shine in the future. Shanshan Co., Ltd.: Lithium battery upstart with extraordinary development. The company's holding subsidiary, Shanghai Shanshan Technology, has a production capacity of 1,200 tons of lithium battery anode material - carbon mesophase microspheres (CMS). The CMS project is a national "863" high-tech research and development plan project and is listed as a national high-tech industry demonstration project. In recent years, the company's lithium-ion battery materials industry has continued to show rapid development. Among them, the new negative electrode products MGS and FSN-1 have achieved good sales results after being launched into the market on a large scale. Dongguan Shanshan's electrolyte sales and sales volume currently rank second in the country. In terms of lithium-ion battery anode materials, the technology and market share are in a leading position in the country; the sales revenue of lithium-ion battery cathode materials has surpassed the latecomers, and it has become the largest cathode material supplier in the country and one of the top three in the world. The semi-annual report shows that the company's lithium-ion battery material sales revenue has reached 990 million yuan, accounting for 40% of the company's total revenue, and the growth rate is extremely alarming. With the advent of the new energy technology revolution, lithium-ion battery materials as an alternative new energy company will also develop unconventionally, and its "money prospects" are immeasurable.

CITIC Guoan: There is huge potential for the integrated development of upstream and downstream lithium batteries. After many years of cultivation, CITIC Guoan (000839) has vigorously developed the Qinghai Salt Lake Resource Comprehensive Project. Its total lithium chloride resource reserves are 7.6385 million tons, and the lithium chloride content is generally 2.2~3.89 g/L, the internal and external conditions for mineral deposit development are good. CITIC Guoan invested and constructed a 20,000-ton lithium carbonate project. In terms of lithium carbonate, following the successful one-time commissioning of the 10,000-ton production line at the beginning of the year, Qinghai Guoan focused on equipment testing and technical transformation of spray drying workshops, hydrochloric acid workshops and other related facilities, debugging and producing at the same time, and gradually increasing production capacity. CITIC Guoan MGL (MGL) is a 90%-owned subsidiary of CITIC Guoan Co., Ltd. MGL was founded in April 2000 and is mainly engaged in the research, development, production and sales of key materials for lithium-ion secondary batteries and high-energy-density power lithium-ion secondary batteries. MGL is currently the largest domestic manufacturer of lithium cobalt oxide and lithium manganate cathode materials for lithium batteries. It is also the only domestic and foreign manufacturer that mass-produces power lithium-ion secondary batteries. The company's power battery was determined by the Beijing Olympic Organizing Committee as the exclusive supply product for pure electric buses for the 2008 Beijing Olympics. The new lithium cobalt oxide product developed by the company has good sales momentum and has maintained a relatively stable market share. The power battery cathode material lithium manganate has also achieved great results in market application. During the reporting period, Mengguli Company achieved operating income of 1.99 yuan, an increase of 49.62% over the same period last year. The government's policy of promoting and encouraging the development and utilization of new energy sources will not change. Related listed companies with projects such as power batteries are full of bright development prospects. Bao'an, China: The leading product of BTR-818, a high-capacity lithium-ion electronic anode material held by Spark Layout Lithium Battery Company, was approved by the Ministry of Science and Technology, the Ministry of Commerce, the General Administration of Quality Supervision, Inspection and Quarantine, and the Environmental Protection Agency at the beginning of this year. The honorary title of "National Key New Product" jointly issued by the General Administration; during the reporting period, the company also won the honorary titles of "2007 Shenzhen Science and Technology Innovation Award (Most Growth Enterprise)" and "Shenzhen Leading Enterprise in Independent Innovation Industry" . Tianjiao Technology Company, in which the company has a stake, is a high-tech enterprise integrating the research and development, production and sales of lithium battery cathode materials. The company's current leading product is manganese nickel cobalt oxide lithium battery cathode materials (ternary cathode materials). During the reporting period, the company's sales revenue and net profit both doubled year-on-year. The company's production expansion project with an annual output of 1,000 tons of ternary materials was completed at the end of May 2008, and trial production was successfully launched in June. The company's main businesses are real estate and medicine, accounting for more than 90% of its revenue in the first half of 2008, while other revenue, including lithium batteries, accounted for less than 9%. At present, the lithium battery project does not contribute much to the company, but it can be paid attention to in planning for the future. Foshan Plastics Co., Ltd. is a partner of BYD's "Iron Battery". The company and BYD *** jointly invested US$2.81 million to form a joint venture to establish Foshan Jinhui Hi-Tech Optoelectronic Materials Co., Ltd. to produce and operate ion dialysis microporous films for special batteries. The ion dialysis microporous film for special batteries has good market prospects and generous profit margins. The company cooperates with the main users of this film product to invest in related industrial fields, which is conducive to the optimization and adjustment of the product structure.

With the rapid development of the lithium battery sector and the gradual advancement of BYD's "iron battery", Fosu Plastics, as a partner of BYD's "iron battery", is expected to usher in spring.

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