Lithium battery concept stocks start domineering mode

Since the beginning of this year, it has been normal for the lithium battery concept stocks in the Shanghai and Shenzhen markets to dominate the screen, especially since April, the new energy sector has emerged from a strong rise in the market

Lithium battery sector is hot

Lithium is a metal.

On September 14, the new energy sector renewed its strength.

In addition, Anzhong shares, which is mainly engaged in mining machinery and equipment, successfully "ranked" into the lithium battery sector because of its proposed acquisition of the upstream lithium mining company Xingli Technology, and its stock price is also bullish

From an industry perspective, related product companies are also booming in production and sales

At the same time, public funds have aggressively increased their holdings in the new energy sector.

Individual stocks rose by two or three times.

Demand causes raw materials to skyrocket

　　The high boom of new energy vehicles has also driven the lithium-related industry chain market to rise sharply

　　The "14th Five-Year Plan" proposes that by 2025, the market share of China's new energy vehicles will increase from 5% to 25%

　　The rapid increase in demand for power batteries has driven the prices of upstream related raw materials to skyrocket

　　In addition, lithium carbonate, lithium hydroxide and other markets have also entered a high-prosperity stage where prices have accelerated.

　　It is worth noting that the Australian lithium mining company’s lithium concentrate auction auctioned a high price of US$2,240 per dry ton, and the corresponding cost of lithium carbonate was about 167,000 yuan.

　　Guotai Junan said that the tightness of supply and demand and changes in lithium prices are non-linear.

　　Increasing capital and expanding production set off an upsurge

　　The downstream demand surged but the upstream was not well prepared.

　　Recently, the author learned from the official website of the People's Government of Longyan City, Fujian Province that Shanghang County introduced the Ningde Times to build the Times Sikang New Material Project in Jiaoyang Industrial Park

　　On August 12, CATL announced that it intends to privately issue shares to no more than 35 specific objects, with a total fundraising of no more than 58.
2 billion yuan, of which 41.
9 billion yuan will be used for the Fuding Times lithium-ion battery production base project, etc.
5 A lithium-ion battery-related production capacity construction project
.

　　On August 4, Xin’an announced that the company will jointly fund the establishment of Taixing Anfu New Materials Co.
, Ltd.
with Duo Fluoride Industry to jointly build a 10,000-ton/year lithium hexafluorophosphate raw material project; on August 31, Yongtai Technology announced that it will be a wholly-owned subsidiary.
The company's Inner Mongolia Yongtai intends to use self-raised funds to invest in the construction of an electrolyte additive project with an annual output of 25,000 tons of vinylene carbonate and 5,000 tons of fluoroethylene carbonate; Ten thousand tons of lithium hexafluorophosphate and additives project · · · · · ·

　　Kaiyuan Securities said that according to current estimates of the supply and demand of lithium resources, despite the accelerated development of domestic lithium resources, the overall lithium resource market continues to maintain a tight supply balance, and short-term supply increases may not be able to meet the future development needs of new energy vehicles
.