cwerdna
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Location: SF Bay Area, CA

li-ion battery manufacturers for automotive applications

Tue Jun 12, 2018 2:22 am

Let's discuss the various players making li-ion batteries for EVs, PHEVs, hybrids, FCEVs, etc.

One name that caught my attention last night was Contemporary Amperex Technology Ltd (CATL). I'd not heard of it until a mention on Bloomberg TV last night.

https://www.reuters.com/article/us-catl ... SKBN1J70A8 says
China battery maker CATL closes limit-up on stock market debut
David Stanway, Jennifer Hughes
3 MIN READ

SHANGHAI (Reuters) - Shares in China’s biggest lithium battery maker Contemporary Amperex Technology Ltd (CATL) (300750.SZ) soared 44 percent on their debut in Shenzhen on Monday, helped by investors seeking to benefit from a government policy to embrace clean energy.

CATL, based in southeast China’s Fujian province, sold 217 million new shares, or 10 percent of its enlarged capital, at an initial price of 25.14 yuan ($3.92) each.

The shares closed at 33.20 yuan, having risen by the maximum allowed for newly listed stocks on their first day of trade, giving the company a market capitalization of $12.3 billion...

http://www.catlbattery.com/en/web/index ... out/status claims they've shipped 11.84 GWh in 2017.

https://www.bloomberg.com/news/articles ... ding-debut says
CATL, which also supplies Nissan Motor Co., Hyundai Motor Co. and BMW AG, last year overtook Panasonic as the world’s largest supplier of EV batteries by sales thanks to increasing domestic demand.

Some Googling also turned up articles like these on CATL:
https://cleantechnica.com/2018/04/07/ba ... llion-ipo/

The graph at https://electrek.co/2018/02/05/catl-chi ... ducer-ipo/ is a bit odd.

BYD has gotten some attention since Warren Buffett has invested in them and they get mentioned at times on places like CNBC and various EV sites since they also sell EVs (including electric buses) and PHEVs, mostly in China.

Seems like in the US press, I only tend to hear about Tesla/Panasonic, LG Chem and Samsung SDI. AESC pretty much doesn't get mentioned except by Nissan and those who follow Nissan. I wasn't aware of Guoxuan High-Tech, Microvast nor Optimum Battery. Tianjin Lishen is certainly not a household name but sounded familiar. Apparently, they were the supplier to defunct Coda.

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