Brief description of the growth trend of lithium battery concept stocks

Lithium-battery concept stocks once again strengthened, Tianci material jumped 7 %, Jiawuneng, more fluoride, Tianqi lithium industry, Nandu power supply have all been pulled up.

From the perspective of the movement of the plate, it is basically a rebound all the way. At present, it has already stood above the year and changed its previous downward trend.

Judging from the market demand, in recent years, driven by the rapid development of new energy vehicles, the demand for automotive power batteries has grown significantly. According to statistics from January to May 2017, China produced and sold 147,000 new energy vehicles and 136,000 vehicles, an increase of 11.7 % and 7.8 % year-on-year. Among them, the production and sales of pure electric vehicles were 122,000 vehicles and 111,000 vehicles, an increase of 22.8 % and 20.7 % year-on-year. The growth in the production and sales of new energy vehicles led to the power of BYD, Ningde era, Guoxuan Gaoke, lishen, Bic and other companies. Battery enterprises have significantly increased their capacity.

From January 2016 to June 2017, there were 66 lithium battery projects, 59 projects announced investment, the total investment exceeded 143.3 billion, and the initial statistical total production capacity was about 244.1 billion WH. From January 2016 to June 2017, the amount of investment in the field of cathode materials and upstream mineral resources will not decrease. 47 positive materials and upstream mineral resources projects, 38 projects announced investment, a total of more than 47.8 billion yuan; Thirty-nine projects announced planned production capacity, with a total production capacity of 1,286,500 tons. From January 2016 to June 2017, another 12 negative materials and lithium electric copper foil projects, 10 projects announced investment, a total of more than 20.6 billion yuan; Six projects announced planned production capacity, with a total production capacity of 210,000 tons. From January 2016 to June 2017, 10 lithium diaphragm projects were announced, with a total investment of 19.051 billion yuan. Seven projects have announced planned production capacity, with a total production capacity of 3,094 million M2. From January 2016 to June 2017, seven electrolytes projects have announced investment in six projects, totaling 2.045 billion yuan. Six projects announced planned production capacity, with a total production capacity of 1.603 billion tons. From this, it can be seen that relying on the development of new energy vehicles, the total investment in power lithium power and materials in the upstream has exceeded 230.7 billion yuan.

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