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新能源汽车周期向上 逢低淘金两细分领域

2017-09-13 07:41:36   中国经济网

襊潜力股精选

华友钴业(603799)布局锂电回收资源

华友钴上半年业绩靓丽。从收入端来看,今年以来钴产品量价齐升。从量上来看,公司各类钴产品销量总计超过19000吨,同比增加27%。东北证券表示,“金九银十”下,钴产品供需基本面将进一步偏紧;三元前驱体业务上,新能源乘用车维持高增长,物流车7月销量突破万辆,四季度加速放量可期,有望大幅拉动三元需求;铜业务上,从去年10月铜价回升,铜价上涨增厚公司业绩。此外,公司收购TMC和碧伦生技布局锂电回收资源,有利于提高资源自给率,保障公司在锂电新能源领域的发展。

国轩高科(002074)抢占储能市场先机

国轩高科出资1.29亿元与上海电气设立合资公司共同布局储能领域,探索基于钛酸锂为负极的储能技术的产业应用和商业模式。西南证券分析师李佳颖看好二者整合双方资源的合作模式。一方面,上海电气深耕清洁能源装备制造多年;另一方面,国轩高科技术实力领先,二者强强联合将有利于抢占储能市场先机。2017年以来,公司签订的订单共计约47亿元,占2016年全年营业收入的98.8%,2017年业绩确定性较强。预计未来三年归母净利润将保持24.3%的复合增长率。

新宙邦(300037)电解液技术优势显著

新宙邦是国内锂电池电解液及电容器化学品行业龙头,也是国内最大六氟丙烯下游精细氟化学品生产商。兴业证券认为,受益于新能源汽车迅猛增长,公司锂电池电解液销量快速增加,盈利持续改善。公司收购高盈利能力有机氟化学品生产企业海斯福后,业绩提升明显。惠州二期项目进展顺利,未来有望为公司业绩持续增长提供保障。公司之前收购巴斯夫电池材料公司,有利于提升公司电解液产品产能,完善公司在电解液领域的专利布局。

格林美(002340)回收利用体系成熟

格林美上半年电池材料业务实现营业收入20.35亿元,占总营收近50%,同比大幅增长147%。上半年公司电池材料产品量价齐升,价格充分受益钴价上行。下半年将迎来动力电池需求旺季,钴价有望继续高位稳中有升,电池材料业务将继续实现高增长。中泰证券认为,公司在电子废弃物回收、小型电池回收领域已建立起高护城河,拥有成熟的回收利用体系,再加上定增募投的电池包项目,未来公司业务发展空间巨大。

多氟多(002407)出货有望大幅增长

多氟多是无机氟化工行业的领导者,已建立起包括六氟磷酸锂、正极材料、隔膜等在内的锂电池材料体系。借助材料优势,向下游动力锂电池、电动汽车动力总车、新能源汽车等环节延伸,打通新能源汽车产业链。西南证券认为,公司目前三元锂电池已具备1亿AH产能,年底有望形成4亿Ah产能。另有年产1.5GWh动力电池项目开建,预计2018年年底投产,公司的动力锂电出货量有望大幅增长。

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