Camel shares: lead acid battery will still dominate the starting field
Camel shares believe that lead-acid batteries have five advantages over lithium batteries. The first is mature and stable technology, low price and mature recycling technology; the second is wide working temperature range, which can work normally at - 40 ℃ ~ 75 ℃ or even 100 ℃. In the high and low temperature environment, it can effectively play a role, without low temperature difficult to start, performance degradation or high temperature failure rate improvement, life reduction and other situations; the third is high safety, which will not lead to short-circuit combustion or even burst under special conditions; the fourth is that the cost is significantly lower than other batteries of the same type, the supply of raw materials is sufficient, and the price is stable; the fifth is applicable to any type of battery It's a model car. Even if the car uses lithium battery as power battery, lead-acid battery is still needed for starting and auxiliary, power supply for low-voltage control module, etc.
Camel shares said that the company's automobile starting battery capacity, output and sales for many years ranked first in China.
At the same time, camel said that the company has a product matrix to meet the diversified needs. The main products of lead-acid batteries are automobile starting batteries, AGM / EFB start stop batteries, parking air conditioning batteries, auxiliary batteries for new energy vehicles, etc. At the same time, the company also has layout in lithium battery products, which mainly include 12V / 48V lithium battery, power lithium-ion battery, energy storage battery, etc. In the research and development of 48V and 12V lithium batteries, the company takes the lead in the industry, has a number of invention patents and mature product system, and the products are recognized by the main engine factory. In 2020, the 48V lithium battery products have been matched with Dongfeng Nissan.
Camel shares believe that the car lead-acid battery industry concentration will be further improved. The company said that in the past, there were a large number of enterprises in the industry, with small and medium-sized enterprises and non-standard workshops accounting for more than half of the number of enterprises in the industry. Since 2015, with the successive promulgation and implementation of supply side reform and industry policies, the number of lead-acid battery manufacturers has decreased sharply; the introduction of consumption tax and extended producer responsibility system and other policies has promoted the tightening of industry supervision, and the number of lead-acid battery enterprises has further decreased; in the future, with the continuous improvement of policies and regulations and the gradual strengthening of implementation, the number of automobile lead-acid battery industry will increase Moderate will be further improved.
According to the 2020 performance forecast issued by camel Co., Ltd., the company expects to realize the net profit attributable to the shareholders of Listed Companies in 2020 to be between 703 million yuan and 763 million yuan, with a year-on-year increase of 18.11% to 28.19%; the net profit attributable to the shareholders of Listed Companies in 2020 after deducting non recurring profit and loss is expected to be between 559 million yuan and 619 million yuan, with a year-on-year increase of 18.08% to 30.76%.
From: China Securities Net
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