2021-2027年中国锂电池专用设备行业深度分析与未来发展趋势报告
报告目&= #24405;及图表目录
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《2021-2027年中国锂电池专用设备行业深度分析与未来发展趋势报告》信息及时,资料详= 23454;,指导性强,具有?= 20;家,独到,独特的优= 势。旨在帮助客户掌= 5569;区域经济趋势,获?= 1;优质客户信息,准确&= #12289;全面、迅速了解目= 069;行业发展动向,从而= ;提升工作效率和效果= 65292;是把握企业战略发ì= 37;定位不可或缺的重要= 决策依据。
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报= ;告说明、目录及图表= 30446;录详见第二部分。
2019年3月,国内动力电池产量合计8.2GWh,其中三元电池5.5GWh,占比66.8%,磷酸铁锂电池2.5GWh,占比30.4%。1-3月,国内动力电池累计产量达19.8GWh,其中三元电池12.1GWh,占比61.1%,磷酸铁锂电池7.1GWh,占比35.9%。电池联盟数2019年国内三元电池产量为39.2GWh,占比55.52%,磷酸铁锂电池产量为28.0GWh,占比39.7%。三元电池占比呈现出上升趋势。
-
|
-
|
2018A营收(亿元)
|
2019Q1营收(亿元)
|
18AYoY
|
19Q1YoY
|
2018A归母净利润(百万元)
|
2019Q1归母净利润(百万元)
|
18AYoY
|
19Q1YoY
|
002466.SZ
|
天齐锂业
|
62.44
|
13.37
|
14.2%
|
-19.9%
|
2,200.11
|
111.29
|
2.6%
|
-83.1%
|
002460.SZ
|
赣锋锂业
|
50.04
|
13.30
|
14.2%
|
26.6%
|
1,223.29
|
252.73
|
-16.7%
|
-29.5%
|
002497.SZ
|
雅化集团
|
30.67
|
6.49
|
30.0%
|
16.1%
|
183.39
|
31.08
|
-23.1%
|
-41.9%
|
-
|
锂
|
143.15
|
33.16
|
17.2%
|
1.2%
|
3,606.79
|
395.11
|
-6.4%
|
-63.1%
|
300618.SZ
|
寒锐钴业
|
27.82
|
5.18
|
89.9%
|
-29.7%
|
707.63
|
-55.32
|
57.5%
|
-121.7%
|
603799.SH
|
华友钴业
|
144.51
|
44.01
|
49.7%
|
28.3%
|
1,528.10
|
12.36
|
-19.4%
|
-98.5%
|
603993.SH
|
洛阳钼业
|
259.63
|
44.78
|
7.5%
|
-39.7%
|
4,635.58
|
321.85
|
69.9%
|
-79.2%
|
300477.SZ
|
合纵科技
|
20.08
|
3.33
|
-4.8%
|
-8.8%
|
51.04
|
-11.94
|
-61.1%
|
-338.1%
|
-
|
钴
|
452.04
|
97.31
|
20.9%
|
-18.7%
|
6,922.35
|
266.94
|
33.0%
|
-90.0%
|
600549.SH
|
厦门钨业
|
195.57
|
38.14
|
37.8%
|
11.7%
|
499.05
|
-26.26
|
-19.3%
|
-187.4%
|
002340.SZ
|
格林美
|
138.78
|
31.42
|
29.1%
|
3.1%
|
730.31
|
175.32
|
19.7%
|
2.5%
|
600884.SH
|
杉杉股份
|
88.53
|
20.32
|
7.0%
|
12.1%
|
1,115.28
|
35.40
|
24.5%
|
-76.4%
|
A19004.SH
|
容百科技
|
30.41
|
NA
|
61.9%
|
NA
|
212.89
|
NA
|
583.9%
|
NA
|
300073.SZ
|
当升科技
|
32.81
|
6.54
|
52.0%
|
-2.5%
|
316.16
|
64.09
|
26.4%
|
64.0%
|
300769.SZ
|
德方纳米
|
10.54
|
2.21
|
23.3%
|
-8.4%
|
98.12
|
24.50
|
5.8%
|
70.1%
|
300340.SZ
|
科恒股份
|
22.02
|
3.82
|
6.9%
|
-37.2%
|
57.91
|
22.28
|
-52.7%
|
-21.5%
|
835185.OC
|
贝特瑞
|
40.09
|
10.13
|
35.1%
|
64.8%
|
481.41
|
121.75
|
43.2%
|
190.2%
|
-
|
正极
|
558.75
|
112.57
|
29.5%
|
8.1%
|
3,511.12
|
417.07
|
18.7%
|
-12.1%
|
603659.SH
|
璞泰来
|
33.11
|
10.29
|
47.2%
|
79.5%
|
594.26
|
128.99
|
31.8%
|
0.5%
|
600884.SH
|
杉杉股份
|
88.53
|
20.32
|
7.0%
|
12.1%
|
1,115.28
|
35.40
|
24.5%
|
-76.4%
|
835185.OC
|
贝特瑞
|
40.09
|
10.13
|
35.1%
|
64.8%
|
481.41
|
121.75
|
43.2%
|
190.2%
|
|
负极
|
161.73
|
40.73
|
19.9%
|
35.7%
|
2,190.94
|
286.14
|
30.2%
|
-10.6%
|
002407.SZ
|
多氟多
|
39.45
|
8.81
|
4.7%
|
2.2%
|
65.91
|
41.94
|
-74.3%
|
-44.9%
|
002709.SZ
|
天赐材料
|
20.80
|
5.44
|
1.1%
|
24.7%
|
456.28
|
28.61
|
49.7%
|
-93.0%
|
002759.SZ
|
天际股份
|
8.61
|
1.90
|
0.9%
|
8.4%
|
83.80
|
96.33
|
277.8%
|
1019.6%
|
300037.SZ
|
新宙邦
|
21.65
|
5.13
|
19.2%
|
14.0%
|
320.05
|
62.09
|
14.3%
|
19.6%
|
|
电解液
|
90.51
|
21.28
|
6.5%
|
10.6%
|
926.05
|
228.97
|
7.2%
|
-58.2%
|
002108.SZ
|
沧州明珠
|
33.25
|
5.52
|
-5.7%
|
-7.8%
|
297.88
|
29.02
|
-45.4%
|
-47.7%
|
002812.SZ
|
恩捷股份
|
24.57
|
6.56
|
16.2%
|
52.3%
|
518.44
|
212.30
|
40.8%
|
164.9%
|
300568.SZ
|
星源材质
|
5.83
|
1.62
|
11.9%
|
-5.7%
|
222.15
|
76.19
|
108.0%
|
-14.8%
|
|
隔膜
|
63.66
|
13.70
|
3.3%
|
14.1%
|
1,038.47
|
317.51
|
1.8%
|
41.1%
|
000049.SZ
|
德赛电池
|
172.49
|
34.61
|
38.1%
|
16.2%
|
401.37
|
67.90
|
33.6%
|
-10.7%
|
002074.SZ
|
国轩高科
|
51.27
|
17.52
|
6.0%
|
65.3%
|
580.35
|
201.55
|
-30.7%
|
25.2%
|
002190.SZ
|
*ST集成
|
21.45
|
4.81
|
10.4%
|
37.2%
|
-204.66
|
-28.97
|
88.9%
|
17.5%
|
002245.SZ
|
澳洋顺昌
|
42.97
|
8.36
|
18.1%
|
-8.7%
|
225.58
|
39.38
|
-36.4%
|
-56.1%
|
002407.SZ
|
多氟多
|
39.45
|
8.81
|
4.7%
|
2.2%
|
65.91
|
41.94
|
-74.3%
|
-44.9%
|
300014.SZ
|
亿纬锂能
|
43.51
|
10.98
|
45.9%
|
60.5%
|
570.71
|
200.28
|
41.5%
|
169.8%
|
300207.SZ
|
欣旺达
|
203.38
|
46.83
|
44.8%
|
32.5%
|
701.44
|
133.64
|
29.0%
|
15.9%
|
300438.SZ
|
鹏辉能源
|
25.69
|
5.93
|
22.4%
|
52.5%
|
264.80
|
45.36
|
5.3%
|
-38.7%
|
300750.SZ
|
宁德时代
|
296.11
|
99.82
|
48.1%
|
168.9%
|
3,387.04
|
1,047.23
|
-12.7%
|
153.4%
|
-
|
电池
|
896.33
|
237.66
|
36.2%
|
64.1%
|
5,992.54
|
1,748.31
|
-10.8%
|
65.7%
|
-
|
合计(亿元)
|
2,237.54
|
525.96
|
27.6%
|
20.0%
|
22,591.6
|
3,502.9
|
7.2%
|
-43.2%
|
报?= 8;详细访问地址://www.compuke.net/b/jixie/C97161YKB8.html