With the domestic Model Y price reduction much more than expected, the electrification trend continues to deepen, further bringing the demand for lithium electricity. Related stocks continue to be sought after by funds, a number of leading today hit an all-time high, dark horse rose 44% on the 2nd, and the share price of some industry leaders soared three times in three months.
In today's trading, 20% of Oak shares were strongly sealed, up nearly 44% in two days. Chuaneng Power, Ya Hua Group, Yongxing Materials and Tianji shares rose 10% successively, and Tibet Mining rose more than 9%. Enjie shares, Ganfeng Lithium Industry, BYD and Shengxin Lithium Energy led the gains, up more than 5%.
The plate hit a new high in batch.
It is worth noting that a number of stocks have reached record highs, namely Ganfeng Lithium Industry, Ya Hua Group, Guoxuan Hi-Tech, Enjie shares, Tianci Materials, Yongxing Materials, Pu Tailai, Jiayuan Technology and Huayou Cobalt Industry. Among them, Ganfeng lithium industry rose more than 6.45% today, and its market capitalization approached the 160 billion yuan mark.
Yongxing Materials: the share price has soared three times in 3 months.
Since October last year, the share price of Yongxing Materials, which has risen by the daily limit, has continued to soar, with a cumulative increase of nearly three times, far ahead of the rest of the plate. According to the research and report of the organization, Yongxing material is the leading stainless steel long material production enterprise in China, and the lithium electric material has been epitaxially grown since 2017. Now it has formed the whole industry chain layout of extracting lithium from lithium mica to lithium carbonate, and has high-quality lithium ore resources.
Guojin Securities commented on January 4 that due to historical reasons, the secondary market has a poor impression of mica lithium extraction and deep prejudice, which has also become an important factor in suppressing valuation. 2020 can be considered the first year of mica, and the market's repair or premium on the valuation of lithium mica companies will continue until these companies begin to release results, that is, the first quarter of 2021.
The price of lithium carbonate increases by 17% a month, which confirms the magnificent demeanor of the industry.
On the news side, as the new energy automobile industry continues to release heavy good news, driving the demand for upstream raw materials. The price of battery-grade lithium carbonate rose by 17% in December.
Looking back at 2020, the overall price of battery-grade lithium carbonate showed a trend of first suppression and then increase. Since mid-late March, the price of battery-grade lithium carbonate has been falling, reaching a record low of 39750 yuan / ton. Since the end of August, prices have been rising continuously. By the end of December, the average price of battery-grade lithium carbonate was 51500 yuan / ton, up 11750 yuan / ton from the lowest level since the beginning of the year, rebounding 29.6%.
Guoxin Securities analyst Liu Menglan said that this round of lithium carbonate market, which is mainly driven by demand, is expected to stack the production capacity of Australian spodumene mines, and the price of raw spodumene starts to promote the price resonance of lithium carbonate and lithium hydroxide. The prosperity of the industry is expected to continue to improve.
The rising price of lithium salt is good for domestic core lithium salt processing enterprises.
Guoxin Securities Liu Menglan said that the new energy vehicle industry chain is an industry with relatively high demand certainty in the lower reaches of this year. The production and sales data of new energy vehicles in China and Europe are supported, and relevant policies have been introduced one after another, and there is still a huge upside space in the medium to long term. After a long downward cycle, the lithium industry itself has come out of the bottom with the recovery of downstream demand, accelerating the rise of lithium salt prices under the mismatch between supply and demand, which is good for domestic core lithium salt processing enterprises. It is expected that the leader of the industrial chain is expected to benefit in the long term, the proposed configuration: Ganfeng lithium industry; the proposed target of attention: Tianqi lithium industry, Yahua Group, Shengxin Lithium Energy, Yongxing Materials, China Mineral Resources and Sichuan Energy Power.
In addition, with the domestic Model Y price reduction much more than expected, the electrification trend continues to deepen, further bringing the demand for lithium electricity. Guoyuan Securities analyst Peng Cong said that the domestic Model Y long-lasting version sells for 340000, and sales are expected to reach 200000 in 2021, and the overall global sales are expected to impact 1 million. It is expected that Model Y will still use LG chemical batteries at the initial stage. LG chemical industry chain has benefited obviously. The related targets are Enjie shares, Xiang Fenghua, Tianshi Materials, Xingyuan Materials and so on. In order to meet the needs of Tesla and other vehicle factories, the domestic and foreign mainstream battery factories such as Ningde Times and LG Chemical have a strong desire to expand production. BOC Securities focuses on recommending core equipment suppliers such as pilot Intelligence and Hangke Technology, and suggests paying attention to Yinghe Technology and Nebula shares.
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