Ningde era 700 million single hi-explosion lithium battery plate! 5 even board suppliers still have these services.

May 28 news with the high price of lithium battery raw materials stabilized, the global electric car battery leader Ningde era new move once again detonated the market.

On the evening of the 27th, Tianci announced that its wholly-owned subsidiary had signed a "material supply Framework Agreement" with Ningde Times, which would supply 1.5w tons of lithium hexafluorophosphate with corresponding quantity of electrolyte products, and Ningde Times would pay 675 million yuan in advance for the products.

Nearly 700 million yuan of the big single high-explosive plate, lithium battery stocks rose again today. Kechuang Board Rongbai Technology took the lead in rising the limit, while Dangsheng Technology, Zhenyu Technology and Infineter rose more than 10%, and Tianyuan shares achieved 5 consecutive boards. Heavenly gift materials for "happy to mention" huge orders were up by the daily limit by midday.

The domestic electric vehicle battery market grew strongly in the first quarter of 2021, with the installed capacity of batteries rising 308.7% year on year, according to the China Automotive Power Battery Industry Innovation Alliance. The domestic battery market continues to recover, and the overseas recovery has also begun, and brokerages say that overseas may become a new source of growth power for the domestic new energy battery market after 2022. In the long run, with the gradual boost of global demand for "carbon neutralization", the trend of sustained growth in the market demand for electric vehicle batteries remains unchanged.

Song Shaoling and Yin Xinchi of CITIC Securities said that from a global comparison, excellent Chinese supply chain companies have gradually laid out production capacity overseas, with lower cost advantages, leading technology, and so on. The advantages of leading enterprises are more obvious, the industry pattern is further strengthened, and advantageous enterprises are gradually becoming global leaders.

After a sharp adjustment a year later, the share price of the Ningde era has also returned to an all-time high.

Within the lithium battery plate, Tianyuan shares, which achieved five consecutive plates yesterday, have been in the limelight recently. after the reception organization investigated and announced several good news on May 21, it was heavily raised by institutions in three trading days to raise more than 200 million yuan, and was on the list of dragons and tigers because of the increase. After connecting the board again yesterday, it "killed all sides" on the Shenzhen Stock Exchange, replying to many market focus issues such as "whether there is biodegradable plastic business", "whether the calcium carbide factory will stop production" and so on. Among them, Tianyuan shares once again stressed that its current medium-term production capacity of ternary cathode materials has reached 100000 tons, which mainly supplies the Ningde era.

Due to the decline of subsidies, lithium iron phosphate batteries for new energy vehicles have gradually occupied 30-35% of the market, but according to analysis by Debon Securities, the energy density of lithium iron phosphate batteries is close to the limit, while ternary batteries are still in the stage of high-speed iteration of technology. And the discharge capacity of ternary battery is 15% higher than that of lithium iron phosphate battery at minus 20 ℃. This performance difference will make cars with ternary batteries have better mileage than lithium iron batteries in winter. Taking into account the performance and price, the agency expects lithium iron phosphate and ternary batteries to maintain a long-term coexistence.

The Ningde era supplied by Tianyuan shares has a clear lead in the direction of high-nickel ternary batteries and has a large shipping scale. The titanium dioxide production capacity mentioned by Tianyuan shares in the institutional survey runs smoothly, the main business chlor-alkali is not affected by the recent increase in raw material prices, the subsidiary has a long-term partnership with the Ningde era, and will follow carbon neutralization and develop green production. Multiple positive superposition makes its recent gains lead the lithium battery sector.