Brief description of the accelerated expansion of Lithium Battery Dragon Head Company

On the 12th, the Shanghai Composite Index was low and low, with many industrial plates floating green and individual stocks falling. The Shanghai Composite Index eventually fell 1.25 % and fell to 3,300 points again. The trading volume contracted from the previous trading day. The lithium battery plate, which has been adjusted for some time recently, has been independent. Almost no matter whether the market has risen or fallen, most of the most recent three stocks in the plate have risen continuously and their volume has increased significantly. Near the end of the year, the lithium industry chain is still making great efforts. The industry leaders such as Li Feng, Green America, Tianqi Lithium, and Tianci Materials have added production capacity and new technology layout.

Lithium battery concept independent

Whether it is a large plate protection plate or small plate stock pull up; Regardless of whether it is the 28th general rise or the general fall, there is a plate that is not affected by the surface of the plate recently. Most of the stocks in the plate continue to receive Yang and come out of the independent market. This plate is the concept plate of lithium batteries.

Yesterday, the plate was more depressed, but the lithium battery plate is still quite strong, becoming one of the few plates that closed red. Among them, Baichuan SHARES increased in volume and rose strongly, becoming the leader of this round of the market. The transaction value of the stock jumped to 175 million yuan yesterday, more than five times the 32.86 million yuan on the previous trading day. According to public information from the Shenzhen Stock Exchange, Caitong Securities Wenling Zhonghua Road Securities Business Department bought 20.61 million yuan as a purchase, accounting for about 12 % of its transaction value, and one institution bought 4.88 million yuan; The sale of the stock was weak, and the sales volume of the five sales departments headed by the security department of Yaogang Road, Nantong, Zhongshan Securities was between RMB 3 million and RMB 5 million.

In addition to Baichuan shares, many lithium battery concept stocks have also strengthened. The Tibetan peaks Everest and Huayouguye rose 7.12 percent and 5.88 percent respectively yesterday, while Lithium, the sector with the strongest performance so far this year, also rose by more than 4 percent. Jiangte motor, Tianci materials, Yiwei Lithium energy, Keheng shares and so on also performed quite active yesterday.

According to the data released by the China Automobile Association, in November, the production and sales of new energy vehicles completed 122,000 vehicles and 119,000 vehicles, respectively, an increase of 32.8 % and 30.5 %, respectively, year-on-year increases of 70.1 % and 83 %. Among them, the production and sales of pure electric vehicles completed 105,000 vehicles and 102,000 vehicles, respectively, an increase of 35.3 % and 32.9 %, respectively, year-on-year increases of 64.3 % and 74.9 %. It can be seen that the growth of the new energy car market is still relatively strong.

The lithium-ion concept was once strong in the middle of the year. It has gradually adjusted since September. Some stocks have recently hit new lows in the year and there have been signs of a steady rebound. Take Baichuan shares as an example. The stock set a low of 8.69 yuan in the year on December 6, and then began three consecutive rises on December 8. In the past three trading days, four shares in the lithium battery sector have risen by more than 10 %, and Baichuan shares have risen by 15.84 %. The other three are Huayu Cobalt, Hezong Technology and Tibet Everest.

Lead Company Plus Layout

A number of brokerage companies believe that under the driving force of the high demand for new energy vehicles, the lithium battery industry chain as a whole continues to enjoy a high level of prosperity and is optimistic about long-term investment opportunities in the lithium battery industry chain.

China International Capital Corporation said that near the end of the year, the 11th batch of new energy vehicles recommended catalog, the 14th batch of exempted new energy vehicle catalog and other industrial policies were issued one after another, but the market for next year's subsidy policy adjustment, the first quarter of 2018 lithium battery material orders and other differences. Therefore, at the end of the year, the disturbance of the lithium battery plate increased. However, in the long term, the state policy encourages the development of the new energy vehicle industry to remain unchanged. The target of producing and selling 2 million vehicles in 2020 is expected to be achieved, and the long-term growth space of the new energy vehicle industry chain and the trend of industry leadership concentration will increase.

In fact, although it is approaching the end of the year, the lithium industry chain is still "big action". Industry leaders such as Li Feng, Green America, Tianqi Lithium, and Tianci Materials have all expanded their production capacity and increased their investment in new technologies.

For example, on December 6, the Lithium industry disclosed that the company intends to set up a wholly-owned subsidiary, Zhejiang Fengli, to invest no more than 250 million yuan in its own funds to build the first-generation solid lithium battery R&D pilot production line. The company said this will accelerate the company's new high-security lithium-ion battery technology development and industrialization process, promoting the company's lithium industry chain structure optimization and upgrading.

Tianqi Lithium announced on December 4 that the company and the Anju District People's Government of Suining City signed the "Investment Agreement" and will invest 1.5 billion yuan to build 20,000 tons of lithium carbonate plant in the Anju District Chemical Industry Park in Suining City.

Tianci Materials announced at the end of November that it invested in the establishment of a wholly-owned subsidiary, Anhui Tianci High-tech Materials Co., Ltd.(tentative), and launched an annual output of 200,000 tons of electrolyte projects (phase 1). The total investment of the first phase of the project is RMB 164.0253 million; Greenmail also announced that the non-public offering has been approved by the Securities Regulatory Commission's issuance review committee. The proposed fundraising will not exceed about 2.95 billion yuan plus Ternary material regeneration and new energy vehicle battery package.

Due to the industry's recognition of the strong demand for lithium battery industry chains, this year's lithium battery plate performance bovine gas, there have been more than doubled cattle stocks. Statistics show that excluding this year's listing of the second new shares, this year's share price of four lithium battery concept stocks doubled, including Ganfeng Lithium, Fangda Carbon, Huayu Cobalt, and Yahua Group. Among them, Li Feng's lithium industry rose by 178.61 % this year. The stock price once reached a record high of 103.49 yuan on September 12 and entered the ranks of Baiyuan shares. It closed at 73.58 yuan yesterday.

The page contains the contents of the machine translation.