The outburst of new energy concept stocks: institutions are still on a buying spree to expand production in the industry continues.

The new energy track, which has been popular for more than a year, still shows no sign of ending.

The volume of the two cities rose sharply yesterday, and the continuous adjustment of the consumer white horse stock Jedi counterattack once triggered a sharp shock in the new energy sector, but as the market stabilized, new energy concept stocks then strengthened again. Multi-share list data show that institutions have the phenomenon of big buying.

Specifically, BYD's volume rose to a record high yesterday, with a total market capitalization exceeding 800 billion yuan. After-market data show that an institution bought 245 million yuan net, and northbound funds are also crazy to participate in it.

Lithium mining stock Jiangte Motor also appeared the phenomenon of high-level sweeping of goods, the stock rose to a new high yesterday, according to the Dragon and Tiger list data, the four institutions bought a total of nearly 500 million yuan, accounting for 10% of the total turnover of the stock that day, and the sweeping attitude is very firm.

In another new energy racetrack, Zhengtai Electric Appliances has made greater efforts to buy and sell. The net purchase amount of the three institutions is more than 1 billion yuan, but there are also institutions on the selling list that have shipped a large number of goods of 749 million yuan.

In contrast, yesterday's soaring liquor stocks, institutions did not show such obvious excitement, Shanxi Fen Liquor institutions game is very fierce, institutions net buy and net sell the same strength. On the other hand, alcoholic liquor shows the phenomenon of net sales by institutions. Whether this round of market style can be switched successfully still faces a lot of variables.

The industry is still in a high business cycle may be an important reason why institutions dare to chase up the relevant leading stocks in high positions, and the current upsurge of production expansion in the new energy track continues. Among them, the lithium battery industry has the highest enthusiasm for production expansion.

Yesterday night, Shanshan shares, Yiwei Lithium Energy, New Zebang and other lithium companies have announced the expansion of production.

Shanshan said that it plans to build an integrated base of anode materials for lithium-ion batteries with an annual output of 200000 tons, with a total investment of about 8 billion yuan in fixed assets.

Yiwei LiNeng announced that it intends to cooperate with Enjie to carry out the manufacture of lithium-ion battery isolation membrane and coated film, with a total investment of 5.2 billion yuan.

The new Zebang announced that it plans to invest in the Dutch new Zeus lithium-ion battery electrolyte and materials project in Murdek, the Netherlands, with the wholly-owned grandson company as the main implementation body, with a total investment of about 1.5 billion yuan.

Corresponding to the trend of industry expansion, orders from the upper and lower reaches of the industrial chain are also pouring in:

Lithium equipment leader Haimu Star announced that recently, AVIC Lithium Technology Co., Ltd. and the company signed the "equipment purchase intention Framework Agreement", this cooperation intention CNAC Lithium Electric to purchase battery assembly equipment, according to the two sides' historical cooperation experience, the total amount of AVIC Lithium purchase is expected to be 1.968 billion yuan.

Yongtai Technology announced yesterday night that it signed a material procurement agreement with Ningde Times, which purchased lithium hexafluorophosphate, difluorosulfonimide lithium (LIFSI) and vinyl carbonate (VC) products from the company. The agreement is valid from July 31, 2021 to December 31, 2026. Within 10 days after the signing of the agreement, Ningde Times shall pay the supplier a total of 600 million yuan in advance according to the purchase volume of lithium hexafluorophosphate, lithium difluorosulfonimide (LIFSI) and vinyl carbonate (VC).