Recently, listed companies have intensively released financial reports, and the performance in 2017 has affected the planning of 2018, and it has also attracted the attention of market participants. In 2017, the lithium battery market is based on lithium chemical products such as lithium carbonate and lithium hydroxide, and the scope of application and diversification of the field are deeper, forming a strong downstream market demand. On the one hand, traditional applications such as digital 3C products and glass ceramics have remained stable for a long time; on the other hand, the development of hybrid and pure electric vehicles has driven the explosiveness of battery-grade lithium carbonate and battery-grade lithium hydroxide in the world. demand. On the evening of March 23, Tianqi Lithium announced the annual report data, showing that the annual operating income for the whole year of 2017 was 547,003,900 yuan, an increase of 40.09% over the same period of the previous year; the comprehensive gross profit margin of the products was 70.14%; the realization of the ownership of the shareholders of the parent company Net profit was 2,140,538,800 yuan, an increase of 41.86% over the same period of the previous year. Tianqi Lithium's total revenue in the past five years has been rising steadily, with an average annual growth rate of 57.63%. The net profit attributable to listed companies has grown rapidly, with an average annual growth rate of 97.28%. Tianqi Lithium Industry Co., Ltd. said that in 2017, it will achieve organic synergy in the holding of high-quality, scarce Greenhill spodumene resources and technology-rich lithium chemical production lines, and deep understanding of the downstream trends in the global lithium industry and new energy vehicle industry. Customer product planning and application changes, customer relationship is stable and harmonious; during the reporting period, the company's lithium chemical products sales revenue and product sales gross margin continued to maintain its leading position in the industry. From the perspective of subdivided into product revenue, Tianqi Lithium's product revenue structure in 2017 has undergone minor adjustments. In 2017, the upstream lithium mine products realized revenue of 1,750,414,400 yuan, accounting for 32.01% of total revenue, in 2016. A breakthrough was achieved on the basis of the year. In 2017, lithium compounds and derivatives achieved revenue of RMB 369,256,600, accounting for 67.57% of total revenue, which was down from 2016. With the rise of the global new energy automobile industry, 2017 has driven the market demand for lithium resources, which has caused the price of lithium to soar. Tianqi Lithium Industry has achieved certain advantages in terms of lithium resource reserves in 2017, compared with other domestic counterparts. In terms of the fact, Tianqi Lithium has solid lithium resources and is involved in salt lake resources, with outstanding lithium resource advantages. The company's controlling Thaleson has the largest and best quality spodumene mine currently in the world, the Greenbushes in Western Australia. It is understood that Thaleson is currently the world's largest owner and supplier of solid lithium concentrate, has been mining for more than 25 years. According to the Reserve Assessment Report issued by Behre Dolbear Australia Pty. Limited, as of September 30, 2016, the total resources of the Green Bush Lithium Mine was 165.1 million tons, equivalent to 8.33 million lithium carbonate equivalents. Tons; lithium ore reserves totaled 86.4 million tons, equivalent to 5 million tons of lithium carbonate equivalent. In addition, Shengqi Lithium, a wholly-owned subsidiary of Tianqi Lithium, owns the mining rights of the Zhalai spodumene mine in Yajiang County, Sichuan Province. The mine identified 17.97 million tons of ore, equivalent to 255,744 tons of lithium oxide resources and 1.3% of the average lithium oxide grade. , equivalent to about 630,000 tons of lithium carbonate equivalent. However, at the same time as the sales of lithium mines broke out, the construction of Shengli Lithium Industry Co., Ltd., a wholly-owned subsidiary of Tianqi Lithium Industry, was temporarily suspended and no mineral exploration activities were carried out; the holding subsidiary Thaleson continued to carry out exploration work in the mining area. Accumulated exploration expenditure of 130,000 Australian dollars. It can be seen that behind the soaring price of lithium resources resources, enterprises have a relatively large investment risk in the early stage. In terms of R&D, Tianqi Lithium has a total of 29 R&D projects in 2017, of which 8 completed the project. By the end of 2017, it had 67 national patents, including 33 domestic invention patents and 3 foreign invention patents. There are 9 utility model patents and 4 new invention patents in 2017. In 2017, the number of R&D personnel increased from 179 in 2016 to 237. The amount of R&D investment increased from RMB 6,454,400 in 2016 to RMB 28,854,500, and R&D capital investment increased by 342.43%. Tianqi Lithium said that in 2018, it will further accelerate the research and development of the company's R&D team, propose a “transformation to technologyâ€, accelerate the progress of scientific research projects represented by battery recycling and resource recovery, and metal lithium anode materials, and strive to build and upgrade technology. The driving force for the company's future growth. In terms of market operation, in 2017, Tianqi Lithium increased its fundraising, mergers and acquisitions, integration, expansion, cooperation and other aspects to enhance the expansion of the company. In the annual report, in 2017, Tianqi Lithium added RMB 82,641,200 to SolidEn Energy System Corp.; increased battery development and production. Invested 40,287.90 million yuan to build a chemical-grade lithium concentrate expansion project, expand the scale of lithium mining; through the fundraising and self-raised and 890,906,600 yuan to build an annual output of 24,000 tons of battery-grade lithium hydroxide monohydrate project, into the lithium chemical market Layout; self-raised 134,438,800 yuan to build the second phase of the annual production of 24,000 tons of battery-grade single-water lithium hydroxide project to expand the lithium chemical market layout. In 2018, it will be a new take-off point. From a global perspective, the European and American countries headed by the United Kingdom and the Netherlands have proposed a timetable for the ban on fuel vehicles. The global countries are planning to promote the development of new energy vehicles. Roskill’s 2017 report predicts that In 2026, the world's lithium consumption demand is expected to reach 1 million tons of lithium carbonate equivalent, and the industry will maintain a long-term prosperity. Judging from China's favorable policies, in September 2017, the “Parallel Management Measures for Average Fuel Consumption and New Energy Vehicle Points for Passenger Vehicle Enterprises†jointly issued by various ministries and commissions will be implemented on April 1, 2018, with the aim of establishing Promote the market-oriented long-term mechanism for energy conservation and new energy vehicle development. According to the regulations, the Ministry of Industry and Information Technology will establish a vehicle fuel consumption and new energy vehicle points management platform to promote the fuel consumption and new energy vehicle points publicity, transfer, transaction, etc., after the relevant rules are promulgated, the national strategy of adhering to the development of new energy vehicles is unshakable. On the basis, the “double-point†management method will become a market-based subsidy mechanism for the development of new energy vehicles after the state subsidies are withdrawn, which will greatly promote the market-oriented development of new energy vehicles. The "Code for Recycling and Dismantling of Vehicle Power Batteries" proposed by the Ministry of Industry and Information Technology was officially implemented on December 1, 2017. The national standards for three power batteries, such as the "Recovery of Residual Energy for Vehicle Power Battery", also began on February 1, 2018. Implementation, as well as the advancement of power battery size specifications, the encouragement of battery pack modularization and battery coding systems, will greatly promote the development of battery recycling technology for domestic enterprises, thereby achieving the recycling and green development of new lithium energy products. With the development of electric new energy vehicles, strong demand and price levels have led to the influx of lithium resources development and lithium salt production projects, which will also be traced back to the key materials lithium chemicals and upstream lithium resources in the industrial chain. Product scale, high technology, high quality and stable supply have become the industry consensus and inevitable trend. The industry chain is increasingly demanding technology, scale effect and cost control capability, and low-end production capacity will be accelerated. At the same time, upstream quality resources and raw material suppliers and mainstream manufacturers of power batteries and new energy vehicles will explore the business model beyond the past and further form the upstream and downstream under the premise of the principle of mutual benefit and sustainable development. Collaboration and even strategic alliances. The price of upstream materials affects the development of the downstream market. In the future, the exploration of mineral resources market will further intensify. Expanding the upstream and downstream development of the industrial chain is bound to become a long-term plan for lithium-ion enterprises. 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