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2019 2018 60% 80% 3C 5G 3C 2019-2025 3500 NCA NCM 2019 2025 2.43 11.10 Mutanda 2019 1.4 Mutanda 2019-2021 12.05 12.72 14.03 3C 3C 10 1.51.8 3C 2 2020 5400 2025 1.2 3C 18% 2020 2020 2021 3C 2025 4 36% Mutanda 2020 2019-2021 2000/7700/9200 10 19 / 2020 2019 30 / Mutanda 30 / (603799 ) (300618 ) (300409 ) 3C Table_BaseInfo ( ) / 2019 09 04 WIND 021-63325888-6118 lurixinorientsec S0860515100003 021-63325888-4034 limengqiangorientsec S0860517100003 021-63325888-5098 penghaitaoorientsec S0860519010001 021- 63 325 888 - 611 9 g ug ao c he n o ri e n ts e c .c o m .c n 2019-08-01 2019-07-24 HeaderTable_TypeTitle 2019 2 . 4 5G 3C . 5 5G . 5 . 8 . 11 2025 25.6 . 12 . 12 . 12 . 13 Mutanda . 14 3C . 16 Mutanda . 19 Mutanda . 19 . 20 . 21 . 21 HeaderTable_TypeTitle 2019 3 1 . 4 2 2012-2018 . 4 3 2011-2018 . 5 4 . 5 5 . 6 6 3C . 6 7 . 8 8 GWh . 8 9 . 9 10 mg/kg . 11 11 % . 12 12 2003 / . 14 13 2011-2019H1 . 14 14 2015-2019 Q2 . 14 15 . 17 16 3C . 18 17 . 18 18 2017-2021 . 19 19 2025 . 20 1 2019-2025 3C . 7 2 . 10 3 NCM811 . 10 4 . 11 5 2017 . 12 6 2018 . 13 7 . 15 8 . 17 9 . 17 10 . 18 11 2017-2021 2020 Mutanda . 19 12 2022-2030 . 20 HeaderTable_TypeTitle 2019 4 3C 1 2017 58% 81% 3C 2018 1 60% 2 2012-2018 0% 20% 40% 60% 80% 100% 0 20000 40000 60000 80000 100000 120000 140000 2012 2013 2014 2015 2016 2017 2018 电池 高温合金 硬质合金 催化剂 粘结剂等 磁性材料 其他 电池 HeaderTable_TypeTitle 2019 5 5G 3C 2017 6.98 4.26 61% 3C NCM 14.41 1.8 12.5% NCA 6.19 0.57 9.22% 6.6 58% 2018 7.5 60% 3 2011-2018 5G 2017 3C 3C 3C 3C 4000mAh 4200mAh 3 4 5 70Wh 5G 2017 14.62 2018 14 4.24% 15.4% 3.9 IDC 2019 13.9 2019 5G 5G Mate 20X 4200mAh 5% 5G 2020 14.58 5G 600 2020 3800mAh 2.8 2025 15.93 4500 mAh 3.6 4 0 5 10 15 20 25 2011 2012 2013 2014 2015 2016 2017 2018 三元镍钴锰 钴酸锂 三元镍钴铝 HeaderTable_TypeTitle 2019 6 IDC Counterpoint 5 IDC IDC 15 8500mAh 2 58WH 71WH 11.4-14.4V 3.8-4.4V 6 3C 7.3 10.0 13.0 14.3 14.7 14.6 14.0 13.9 14.6 15.3 15.5 15.6 15.8 15.9 38.5% 29.5% 10.2% 2.6% -0.6% -4.2% -0.8% 5.0% 5.0% 1.0% 1.0% 1.0% 1.0% -10% -5% 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 0 2 4 6 8 10 12 14 16 18 2012 2013 2014 2015 2016 2017 2018 2019E 2020E 2021E 2022E 2023E 2024E 2025E 智能手机 增速 Hea
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