Lithium power stocks in the ebb but get hot money to enter the market behind the performance endorsement?

Recently, the early market of new energy vehicles, lithium electricity plate entered a continuous callback stage, the plate index high shock. On July 19, the net outflow of funds from the lithium electricity and new energy vehicle plate ranked first among the two cities. Compared with the previous general rising trend of the industrial chain from top to bottom, the performance of individual stocks showed differentiation. Salt Lake lithium concept stocks Jiuwu high-tech, negative pole leader Chinese fir shares, positive pole leader German nano led the decline, but superimposed the concept of carbon neutralization in Shandong Zhanggu soared in the afternoon limit.

Has the market for lithium batteries come to an end this time? Institutional views differ. Citic Securities said that the main line in the third quarter was still new energy and semiconductors, and suggested to seize the opportunity to enter the market brought about by subsequent fluctuations; on the other hand, the views of Anxin Securities and Societe Generale Securities tend to be that the extreme interpretation of any consensus direction should not be overtaken, and consideration can be given to appropriately adjusting the structure and waiting for its pullback.

Although the views of the institutions are not the same, but the well-known hot money is running into the market, looking for opportunities to grab the lithium industry chain of new energy vehicles.

Shanshan shares, which had a turnover of more than 3 billion yuan and were held down by the daily limit of 20, 000 hands on July 19, were on the list of dragons and tigers because of their decline. the data showed that a number of well-known hot money business departments in the buying and selling seats appeared and the list was star-studded. Buy one seat for Songzhuang's commonly used business department, China International Finance, Shanghai Huangpu District Hubin Road, buy two seats for the top hot money Zhang League main commonly used seat Guotai Junan Ningbo Rainbow North Road, sell one seat is another top hot money Zhao elder brother commonly used seat China Galaxy Shaoxing, with a net sales of nearly 200 million in a day. The seats of the other two organizations sold a total of 140 million yuan.

The massive sale of Shanshan shares came as data from the Dragon and Tiger list on the 3rd showed that Brother Zhao's commonly used seat, China Galaxy Shaoxing, bought another lithium-ion concept stock, Tibet Mining. Benefiting from the concept of extracting lithium from the salt lake, the share price of Tibet Mining has risen recently, and its market capitalization reached an all-time high before the board was blown up on July 19.

In the list of dragons and tigers of Tibet Mining, all kinds of funds are also in a state of scuffle. In the past three days, three institutional seats have sold more than 500 million in Tibet Mining, while Guotai Junan Nanjing Taiping South Road and Oriental Securities Hangzhou Longjing Road, which have recently been more active, have bought more than 400 million of them.

The biggest common denominator of the above two stocks is the lithium battery stocks, which are both pre-reported results. Shanshan shares achieved deduction of non-net profit of 6.7-720 million in the first half of 2021, a six-fold increase over the same period last year. Tibet Mining is expected to make a profit of 36 million yuan to 54 million yuan in the first half, turning losses into profits compared with the same period last year.

At present, nearly half of the stocks in the lithium battery industry chain of new energy vehicles have issued performance forecasts. The data show that the compound performance growth rate of lithium resources, electrolyte and diaphragm stocks in the upper and middle reaches is higher than that in the first quarter of 2021. Anxin strategy team expects that the upstream fundamentals of the high-end manufacturing industry chain will further improve in the second half of the year.

For the next investment opportunities in the lithium industry chain of new energy vehicles, Guotai Junan Dianxin Chief Pang Junwen said in an interview last week that the order of "investment value" is as follows: upstream lithium cobalt resources, diaphragms, electrolytes, negative electrodes, positive electrodes and copper foil, and the profitability of power batteries and some core materials will remain stronger than that of the whole vehicle.