Lithium batteries are hot property in the stock market.

Recently, the stock index continued low, but lithium battery concept is fire, even out of continuous lift, an independent market - week sanduo fluorine harden, Jiangxi Feng Lithium Industry rose 9.65%, the day his Lithium Industry rose 6.59%, and excessively high turnover rate of hot money continues to focus on.

A Shanghai brokerage, information technology, to the "first financial daily" said, head of the main factors for lithium battery plate continuous lift is a new energy vehicles by holding and foreign Lithium Industry products prices, and buck the market today, is associated with the charging pile emissions and mass suspected of cheating.

And for the future of the industry, because China does not yet have the charging pile universal conditions, as well as the technical bottleneck, may not have imagined.

Three big hypes are critical

September 16, since only the past six days, but the concept of lithium-ion battery plate stocks staged a strong rally: more fluoride is up 54.4%, Jiangxi Feng Lithium Industry gained 47.5%, sky Lithium Industry gained 31.7%.

In recent years, due to the automotive fuel oil nonrenewable also not environmental protection, so the new energy cars have gradually replaced gradually by holding and trend. Ministry recently released figures showing that in August this year, China's new energy automobile production 24500, year-on-year growth of close to 4 times; January to August this year, 123500 vehicles, new energy vehicles the cumulative production increased three times. Within 8 months, the output of new energy vehicles in three times, this not only means the development of auto industry, but also indicates the charging pile, such as the development of the related facilities, and is gaining momentum.

On market at present, in addition to tesla and BYD cars started production of pure electric vehicles, such as Shanghai, Shenzhen and other places of the bus in the past two years is gradually replaced by electric vehicles.

After new energy automobile production capacity increase, it followed by Lithium Industry product price increase. This year in mid-September, the global Lithium Industry giant FMC company announced since October 1, the product price will increase worldwide across its lithium, among them, lithium carbonate, lithium chloride, lithium hydroxide and other products will raise prices by 15%.And since this year, the domestic lithium carbonate average price also increase nearly 20%.Analysts believe that the lead prices under the demonstration effect of the Lithium Industry giant, is expected to stimulate originally tight supply and demand of the market of lithium carbonate, material lithium battery coming into the period of accelerated expansion of production capacity in China.

Under the influence of the above two positive, concept of lithium battery plates for the first time since July after the crash out of the rally in a row, and on September 23, also affected by the recent two things: on September 23, the state council executive meeting explicitly encourage existing parking charging pile, deployment to speed up the electric car charging infrastructure and urban construction of the parking lot, fill board promote the expansion of domestic demand of public service's livelihood. In addition, the Volkswagen car emissions scandal recently fermentation, the masses accepted worldwide emissions a false diesel could be as high as 11 million, may be huge fines by the U.S. government.

Is expected to come from

How the lithium battery prospects? Whether continuous rising share prices can be reflected on the future performance?

The data shows, lithium battery into battery and lithium metal lithium ion batteries, including lithium ion battery is the mainstream. Compared with the traditional lead-acid batteries battery, lithium battery under the same volume larger capacity, production, use and recycling process of environmental pollution is small, and therefore get promoted in recent years. As the new energy vehicles, power lithium battery momentum to be reckoned with.

Statistics show that in 2014 China's 2.8 GWh power lithium ion battery market demand, consumer demand about 30 GWh lithium-ion batteries, energy storage lithium ion battery market demand for smaller, a total of 33 GWh. Institutional research report is expected, just consider it power battery and the demand of the consumer batteries, lithium battery demand will reach 2018 GWH 54, 2020 is expected to reach 72 GWH. National energy administration of the electric vehicle charging infrastructure construction planning, put forward the draft, by 2020, the number of fill in in our country to reach 12000, 4.5 million charging piles; The electric car charging infrastructure of similar standard 1:1.To charge RMB 20000 each, charging stations each calculated the average price of 3 million yuan over the next six years the domestic new energy automobile charging pile, charging station directly the size of the market is expected to reach 124 billion yuan.

Nevertheless, the personage inside course of study auto industry experts Zhang Zhaohu put forward different views. He said, the first charging pile itself the technical bottleneck still no breakthrough, from the time, if it is to use dc charging pile, it still needs half an hour, if you are using an alternating current is the fastest also want to three to four hours. From the space, most of the big cities are more crowded, we don't have a garage sale, also have no special parking Spaces.

For the recent rise in stocks, Zhang Zhaohu believed to be temporary. Some recent investment in fact, he argues, is in the cool, we early for electric car market and supporting the market valuation is a bit high, development actually is not so fast.

High turnover reveal chase after go up risk?

Public information also showed that the recent rapid rise in stocks lithium-ion batteries, cannot leave the hot money continues to hype.

In Jiangxi Feng Lithium Industry, for example, on September 17, 18, 21 and 23 on deal with uniqueness in a row, and the four trading days to participate in the trading desks of hot money of all stripes gathered almost all the business department, and citic securities hangzhou east new road securities sales department, Guotai Junan Shanghai fukuyama ningbo rainbow road north road securities sales department, Guotai Junan securities business departments such as hub is multiple occurrences of famous capital in trading billboard "buy five" and "sale" five seats.

Because of the trend of hot money hype, Jiangxi Feng Lithium Industry nearly four days of turnover rate were 29.14%, 25.55%, 19.65% and 27.54%, that is to say, only four days the current was almost changed hands again.Other stocks, such as more fluoride in September 6 times on billboard, on September 22, turnover rate was 25.42%.

Shanghai, according to a local private hot money speculation had fast forward quickly, "musical" type of way is given priority to, persistent weaker, investors chasing high need to be careful. Data shows, such as Ningbo rainbow road Guotai Junan securities sales department of seats in the September 18 and 21, after buying Jiangxi Feng Lithium Industry, respectively on September 21 and 23 large shipments.

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