Under the goal of "dual carbon" and China's new energy has developed rapidly, new energy listed companies are highly favored in the capital market, becoming the highlight of China's economy. In fact, since 2017, the total assets of new energy listed companies have maintained a relatively rapid growth for four consecutive years.
A few days ago, the "2022 China New Energy Listed Companies TOP10 Research Report" led by China Enterprise Evaluation Association and Beijing China Index Information Technology Research Institute was officially released. The report pointed out that in 2021, the average total assets of new energy listed companies reached 25.81 billion yuan, a year-on-year increase of 14%, an increase of one percentage point from the increase in 2020. In 2021, the average inventory of new energy listed companies was 2.702 billion yuan, and increased by 312% year-on-year; the average cash capital was 3.206 billion yuan, a year-on-year increase of 21%, both of which were the highest points in the past four years.
At the same time, through scientific and comprehensive calculation of the comprehensive strength indicators of new energy listed companies, the research team evaluated the top 10 comprehensive strengths of Chinese new energy listed companies in 2022.
In 2021, the asset scale, profit level and investment value of the TOP10 listed new energy companies in the comprehensive strength have been further improved, and the trend of "the strong will always be strong" is highlighted, among which: the average total assets at the end of the year reached 218.69 billion yuan, 8.5 times that of new energy listed companies in the same period; the average total revenue reached 154.79 billion yuan, 11.4 times that of new energy listed companies in the same period; the average net profit reached 9.44 billion yuan, 12.4 times that of new energy listed companies in the same period; the average total market value was 410.58 billion yuan, 12.8 times that of new energy listed companies at the same time, and the overall strength was highlighted.
New energy vehicle TOP10
New energy vehicle vehicle manufacturing and motor manufacturing companies continue to expand their asset scale in order to occupy market share. On the one hand, traditional car companies represented by BYD have formed a complete layout in the entire industrial chain in the field of new energy vehicles. For example, BYD has a full industrial chain layout in the upstream, middle and downstream of the new energy vehicle industry, from the raw materials of batteries to the core of the three-electric system of new energy vehicles, and then to the recycling and utilization of power batteries, forming a complete closed loop. On the other hand, new car companies represented by Xiaopeng , NIO , and Ideal Auto are building the foundation for new energy development with Internet thinking, and relying on innovation to continuously explore new revenue channels. In addition, with the development of new energy vehicles, the development of new energy vehicle motor manufacturing has driven the development of new energy vehicle motor manufacturing. Listed companies such as Ocean Motor have performed outstandingly,
power batteries TOP10
With the increase in the production and sales of new energy vehicles, the shipment and installation volume of power batteries have increased significantly, and the overall market prospects are broad. In 2021, my country's power battery production reached 226GWh, a year-on-year increase of 163.4%. The top 10 domestic power batteries are basically determined. CATL has a sales volume of 116GWH and a loading volume of 80GWH. More than 50% of the market share is firmly ranked first. BYD has the largest sales in the domestic market with a number of popular models such as DM-i. The installed capacity of power batteries (25GWH) has also increased significantly, ranking second in the industry, with the market share of the top two close to 70%. China Innovation Airlines and Yiwei Lithium Industry has a market share of about 5%. The market concentration of in the power battery industry is high, showing a monopoly situation.
At present, the listed companies in my country's power battery industry chain mainly include lithium battery positive electrode materials, lithium battery electrolytes, lithium battery negative electrode materials, lithium battery separators and related materials. Among them, the production capacity of the lithium battery positive electrode materials track has been rapidly released, sales have increased significantly, and net profit has increased significantly. Due to the different business focus of enterprises, my country's lithium battery positive electrode materials competes in different product areas. At present, ternary material has become one of the main development trends in the industry due to its advantages of high energy density and long life. Therefore, competition in the ternary material field is fierce. Leading companies such as Rongbai Technology and Dangsheng Technology have seized the market one after another. It is expected that the market competition in the ternary material field will become increasingly fierce in the future.
As the gradual release of electrolyte production capacity in 2021, the total output of the industry has steadily increased. Among the top 10 listed lithium-ion electrolyte companies, the market share of electrolyte leaders continues to increase and the industry structure is stable.The top three manufacturers of my country's cumulative production in 2021 are Tianci Materials , Xinzhoubang , and Jiangsu Cathay Pacific. The industry's leading position is stable and the market concentration has further increased.
lithium battery negative electrode material industry has high process barriers and high market concentration. Leading enterprises are the first to develop and produce new negative electrode materials. The second-tier manufacturers specialize in artificial graphite negative electrodes, and the company's market share has steadily increased. The market share of domestic first-tier negative electrode material companies is relatively concentrated. The leading negative electrode companies Bertray, Shanshan Co., Ltd. , and Putailai lead the new negative electrode material track with their corporate R&D and production advantages.
As the penetration rate of new energy vehicles is increasing, coupled with the background of "dual carbon + new infrastructure", energy storage batteries are growing rapidly, and the diaphragm industry continues to be in a high prosperity. Among the top 10 listed companies with lithium battery separators and related materials, Enjie Co., Ltd. , Zhongcai Technology , and Xingyuan Materials have performed outstandingly.
Solar energy industry TOP10
Under the "dual carbon" goal and national support policies, the top 10 listed solar photovoltaic manufacturing companies have developed rapidly. There are two main types of solar photovoltaic manufacturing listed companies. One is to focus on solar photovoltaic manufacturing as its main business and comprehensively promote the production of the solar energy industry chain. Such as Longi Green Energy, Trina Solar Energy , Jinao Technology, Jinke Technology, Sungrow Power , etc. Another type of main business is related industries of solar photovoltaics, such as TBE , TCL Zhonghuan, GCL Integration, etc. Against the background of carbon peak and carbon neutrality, photovoltaic power generation, as the backbone of my country's energy transformation, has developed rapidly and has significant advantages. However, due to the large area, there are many things that require local government coordination, and the input-output ratio is not outstanding. Currently, the top 10 listed companies in solar photovoltaic power generation are mainly state-owned enterprises and central enterprises, such as Huaneng Power, China General Nuclear New Energy, Sanxia Energy, etc.
wind energy industry TOP10
At present, my country's wind power generation complete machine manufacturers are relatively small, and the installed capacity of leading enterprises accounts for more than half of the total installed capacity. Therefore, my country's wind power generation industry is highly concentrated. In recent years, with the continuous innovation of the wind power industry technology and the cost of kilowatt-hours has continued to decrease, fan manufacturers have entered the industrial chain to deploy wind farm construction fields, and the business model has gradually developed from simple fan sales to integrated business model of fan sales + wind resource reserves + EPC business. The main companies with excellent fan manufacturing include Goldwind Technology , etc.; the top 10 listed companies with listed wind power operations include Longyuan Power , etc.
New energy resources TOP10
On the one hand, with the country's issuance of policies such as "New Energy Vehicle Industry Development Plan (2021-2035)" and "Motor Energy Efficiency Improvement Plan (2021-2023)", the energy-saving and environmental protection advantages of rare earth materials are further utilized, and rare earth permanent magnet motor and so on will become the key devices for green and high-quality development of the industry and achieve the carbon peak and carbon neutrality goal, and will become the growth engine of rare earth permanent magnet material consumption. The rare earth industry ushers in a new round of development opportunities, such as northern rare earths.
On the other hand, due to the rapid development of new energy vehicles and energy storage systems industries, the rising demand for power batteries has led to the rapid expansion of demand for lithium iron phosphate materials and ternary materials. The demand for electric vehicles and power batteries will be released and converted into actual output, further stimulating the demand for lithium, and the industry has gradually changed from supply and demand balance to a state of tight supply. For example, days Qi Lithium Industry .
This article is from the financial industry
