Stocks breakfast on September 16th (photovoltaic, electricity, and wind power are generally strong. Has the protagonist before the holiday been decided?)

Compared with traditional liquid batteries, solid-state lithium batteries have higher safety, greater energy density, longer battery life, and wider application areas. At present, power battery and automobile giants around the world including Ningde Times, Panasonic, LG chemistry, Toyota, BMW, Volkswagen and other power batteries and automobile giants have deployed solid-state batteries. It is expected to enter the market in small quantities by 2025. Become an electric vehicle to replace fuel vehicles. According to the "New Energy Vehicle Industry Development Plan (2021-2035)", the state plans to increase the sales of new energy vehicles to about 20% of the total sales of new vehicles by 2025, and clearly requires "accelerating the research and development of solid-state power battery technology and Industrialization". It is predicted that my country's solid-state battery shipments will grow rapidly from 2020 to 2030, and it may exceed 250GWh by 2030. By 2030, my country's solid-state battery market space may reach 20 billion yuan, a hundredfold increase over 2020.

A-share company in

Cosen Technology (603626) holds shares in Qingtao Development, and the company is a supplier for Qingtao Development and has provided battery module products for it. The company has established with Qingtao Development The joint venture will help the company obtain more orders for Qingtao development.

Tianna Technology (688116) is a carbon nanotube conductive agent leader,The company said that under the technology path of solid-state batteries, it is expected that related customers will continue to use carbon nanotubes as a conductive agent.

2. Honeycomb Energy power battery accelerates the rapid increase of external battery installed capacity

According to Gaogong Lithium Grid, as the dark horse in the power battery field, the power business of Honeycomb Energy has accelerated significantly after entering 2021 . A few days ago, the Ministry of Industry and Information Technology released the "Catalog of Recommended Models for the Promotion and Application of New Energy Vehicles" (the 8th batch of 2021), and a total of 59 new energy passenger vehicles were selected. In this batch of catalogues, Honeycomb Energy is equipped with 5 new energy passenger vehicles, second only to Ningde Times and Hefei Guoxuan.

From the first to the eighth batch of catalogue in 2021, Honeycomb Energy has accumulated a total of 25 new energy passenger vehicles. The supporting car companies include Great Wall, , Dongfeng, Hezhong, Jinkang, and Zero Run Wait. In terms of products, Honeycomb Energy has already supplied LFP batteries and ternary batteries to the market in batches. The products fully cover the new energy passenger car market, and the proportion of external battery supply continues to rise. In addition, in the seventh batch of announcements, Honeycomb Energy’s cobalt-free batteries are also officially installed on vehicles, which means that Honeycomb Energy has the ability to produce and supply LFP batteries, ternary batteries and cobalt-free batteries at the same time.

With the increase in the number of supporting vehicle models and the gradual increase in power battery production capacity, the installed power battery capacity of Honeycomb Energy has also rapidly increased. Data shows that in August this year, Honeycomb Energy ranked fifth in the domestic installed capacity with 0.34GWh of installed capacity, achieving its goal of "entering the top five in the industry" at the beginning of the year. At present, Honeycomb Energy is further accelerating the market development and capacity construction of new energy passenger car power batteries, and strengthening its layout in lithium resources, lithium salts, battery materials, battery production and recycling. With the accelerated expansion of Honeycomb Energy, related suppliers are expected to usher in opportunities.

Yinghe Technology (300457) is a leading company in lithium battery equipment,Major customers include CATL, Honeycomb Energy, etc. In August of this year, the company won a new bid of nearly 1.3 billion orders for Honeycomb Energy.

Hymson (688559) is a leading laser + automation equipment integrated solution provider in the industry, and its downstream customers cover power battery head manufacturers such as Honeycomb Energy.

[Favourable announcement]

1. Changyang Technology (688299) plans to build a lithium-ion battery separator project with an annual output of 560 million square meters.

2, Yan’an Bikang (002411) signed a long-term strategic cooperation agreement with Eenko Battery, lithium hexafluorophosphate will supply no less than 16,300 tons in the next four years.

3. Mei Ansen (300275) became the supplier of Shaanxi Shaanxi Coal Caojiatan mining related projects. The total transaction value of this project is 56.05 million yuan, accounting for 19.69% of the company's 2020 audited operating income.

4. Dinglong Co., Ltd. (300054) plans to invest 200 million yuan to establish Hubei Dinglong Advanced Materials Research Institute.

5. Angel Yeast (600298) intends to establish a joint venture with Kanghelong to develop the baby snacks business.

6. Yutong Technology (002831) intends to repurchase shares for 100 million to 200 million yuan, and the repurchase price will not exceed 41.19 yuan per share.

shares [Note]

HUAERTAI

purchase code: 001217

issue price: 10.46 yuan / share

earnings release: 22.98 times

Comparable company: Jinhe Industrial (002597)

Zhongjie Seiko _strong8span2span