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打新直播間 | 鋰電池材料寡頭壟斷下,天力鋰能靠什麼分一杯羹?

天力鋰能是國內較早從事三元材料研發與生產的企業之一,擁有三元材料及其前驅體一體化研發與生產能力。近年來新能源汽車行業景氣度提升,小動力市場需求也高速增長,鋰電池原材料市場需求旺盛。基於能量密度高、放電容量大、循環性能好、結構比較穩定等優勢,三元材料已成為鋰電池正極材料的重要發展方向,其成本佔鋰電池成本比例約 30%-40%,被廣泛應用於新能源汽車、電動自行車、電動工具及 3C 等相關領域。

公司產品包括 NCM333、NCM523、NCM622、NCM811 等多種系列,幾乎涵蓋三元材料全部類型。據高工產研(GGII)數據顯示,2020 年中國三元材料市場出貨量達到 24 萬噸,其中公司出貨量市場佔有率為5.67%,處於行業第八名。

公司專注於小型動力鋰電池領域多年,客户涵蓋星恆電源、天能股份、長虹新能源、海四達、橫店東磁、陽光電源、鵬輝能源等國內鋰電池領域知名企業。根據高工產研(GGII)統計數據顯示,在電動自行車與電動工具鋰電池用三元材料領域,2019 年及 2020 年公司相關產品出貨量居行業首位。在主打小型動力鋰電池領域的同時,依靠穩定的產品質量和性能,公司部分產品已經進入新能源汽車市場,向包括星恆電源、蜂巢能源、中航鋰電、橫店東磁、鵬輝能源等在內的重點客户供貨,並已形成了一定的規模。

招股書顯示,報吿期內公司主營業務收入金額分別為 90,664.15 萬元、99,022.12 萬元、123,447.50 萬元和 69,257.34 萬元,2018 年-2020 年複合增長率為 16.69%。受益於國家的大力扶持和新能源產品具有的節能、環保等優勢,下游市場對新能源產品的接受度越來越高,市場需求旺盛,推動公司主營業務收入保持快速增長。

天力鋰能當下主營業務專注於小型動力鋰電池領域, 也有些業務進軍新能源汽車市場。但是由於動力鋰電池三元正極材料頭部效應明顯,行業內龍頭企業如容百科技,當升科技等深度綁定電池龍頭寧德時代或者全球電動車標杆企業特斯拉。鋰電池材料寡頭壟斷下,天力鋰能靠什麼分一杯羹?

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