"New Fiber" Continues To Write The Wealth Outlook, Becoming The Key Support Area Of 12Th Five-Year.

Recently, lithium battery stocks rose more than 50%, and some even doubled.

With the localization of lithium batteries, the market will be saturated.

From the national "12th Five-Year plan", we should actively and orderly develop new generation of information technology, energy conservation, environmental protection, new energy, biology, high-end equipment manufacturing, new materials, new energy vehicles and other industries, and outline the development blueprint of China's political, economic and social livelihood in the next 5 years.

As a traditional pillar industry of the national economy, textile related new textile materials, high-performance fibers and special purpose nonwovens will surely become the focus of the market in the coming period.

"Lithium" will rise.

The State Council recently issued "on accelerating the cultivation and development strategy".

It is understood that China's lithium battery separator material demand is large, about 2 million square meters per year.

According to the plan of the Ministry of science and technology, by 2015, the number of pure electric vehicles in China will reach 2 million 660 thousand. This will undoubtedly provide opportunities for the rapid development of electric vehicles and bring business opportunities to the development of power batteries.

China's demand for battery separator is increasing day by day, while 80% of the diaphragm needs to rely on imports.

According to professional analysis, the current gross profit margin of diaphragm products is more than 60%. Under this drive, more and more domestic companies will be involved in the field of power battery separator.

Although the investment in lithium battery projects is hundreds of millions of dollars, there are still many strong listed companies that are optimistic about their prospects.

In addition to Shanshan Group, Huafang group and other textile listed companies have been involved in the field of lithium batteries, stock prices are also expected to rise.

Some non textile listed companies are actively involved in such channels as reorganization, equity participation, investment and so on, such as Buddha plastic shares, Copper Peak Electronics and so on.

In June 2009, Huafang Group invested 58 million yuan in Jiangsu Tiantian Amperex Technology Limited, focusing on R & D and production of new energy products such as lithium batteries and electrolytes.

The official of Huafang group said that the company's entry into the field of lithium batteries is not a "fashionable" move to catch up with new energy, but rather a major strategic choice in the context of its traditional business environment.

Jiangsu Li Tian Amperex Technology Limited is a research and development, production and sale of lithium iron phosphate power battery, protection circuit, electric bicycle, electric tricycle, electric vehicle management system, electric vehicle charger and other environment-friendly new energy products technology enterprises.

In October last year, the installation and commissioning of the production line of lithium iron phosphate power battery No. 1 were completed.

The company

The operation of Shanshan Group's main business is obviously better than that of the same period last year.

The first three quarters of 2010, the company's lithium battery materials business contributed a net profit of 62 million 320 thousand yuan, an increase of 147% over the same period.

From the composition of net profit, the profit contribution rate of lithium battery material business has reached 77.69%.

The company's determination to build a "lithium material supermarket" is revealed.

"New fiber" continues to write wealth outlook

Guoxin Securities believes that energy saving, environmental protection, emerging strategic industries, traditional industries, consumption upgrading and service sector development will be the focus of the "12th Five-Year plan", and the industry sector supported by the planning policy will be the main investment opportunities during the "12th Five-Year" period.

New fiber material is the cornerstone of the development of strategic emerging industries, and is the key support area of the "12th Five-Year".

Although there are not many textile listed companies in the field of new fibers, they have core competitiveness and have the capability of independent innovation and product research and development, which deserve continuous attention from investors.

According to the strong R & D strength, the Limited by Share Ltd has continuously promoted the development and manufacture of para aramid products.

Among them, the aramid related items include the new type of noise absorbing material, non-metallic composite material, airborne rescue belt and aramid sewing thread for large airliners.

They also participated in the research and development of the high speed rail project. The new materials, such as the high speed train fire retardant insulation felt and the aramid honeycomb core developed by the downstream customers, were also applied to the domestic high speed trains.

These new materials also have great application prospects in urban rail pit such as light rail and subway.

It is understood that Yantai spandex has been built continuously running 100 tons of pilot production line, forming an annual production of 100 tons of para aramid scale.

High strength and high modulus polyethylene fiber (PE fiber) is the fist product of Beijing Textile Technology Development Co., Ltd.

Recently, the fourth generation ultra high strength polyethylene fiber project invested by the company is a demonstration project of high technology industrialization of the national development and Reform Commission.

The company has designed and developed the three generation of PE fiber industrial production equipment, and developed a new environment-friendly solvent recovery system to achieve environmental and safety production.

Lu Yuhe, deputy general manager of Beijing Yi Yi Zhong company, told reporters that the company's PE fiber production capacity is 500 tons / year. After the completion of the four phase project, the capacity of the company will reach 1000 tons.