Lithium concept popularity: the most cattle stocks have tripled this year, and which stocks are still at a low level?

In the recent growth of the main line of the market, the plate of high prosperity shows a trend of repeated activity, in which the lithium battery plate has recently stepped out of a strong market one after another, and the effect of making money is more concentrated. After yesterday's high fall of lithium stocks, today, with the recovery of market sentiment, the industrial chain has soared across the board. Among them, the salt lake lithium plate led the rise by 6.3%. On the news side, the technology of extracting lithium from salt lake with membrane fa finally landed.

Recently, the hot plates in the lithium industry chain are concentrated in the upper and middle reaches. Shida Shenghua, the leader of electrolyte solvent, leads the industry chain with an increase of more than 300% this year. The share prices of cobalt resources giants Luoyang Molybdenum and Hanrui Cobalt are slightly lower than at the beginning of the year, but since July, their shares have risen 21% and 16% respectively.

The core stocks of the salt lake lithium extraction plate, which led the rise on July 7, mostly rose more than 100% this year. Leading Jiuwo Hi-Tech increased by nearly 80% in July alone. The reserves of lithium resources in China are among the highest in the world, but they exist in the form of lithium salt brine on a large scale. The development of lithium extraction technology from salt lakes can effectively alleviate the problem of high dependence on lithium resources in China.

After the downward adjustment in the first quarter, the comprehensive lithium faucet with a higher market capitalization has once again achieved a mixed increase, and the market capitalization of Ningde era has reached a new all-time high today. Prior to this, Ningde era has just signed a new supply agreement with Tesla, and cooperation has risen from the region to the world. The institutional point of view is that the vision of the Ningde era will become a global leader in the pan-energy society.

Open source securities Wang Ke said that as overseas production expansion into the fast lane, superimposed domestic new energy vehicle sales expectations for the next six months optimistic, lithium equipment industry inflection point has arrived. In terms of power battery demand, sales of new energy vehicles in major markets around the world from January to May maintain a strong momentum, and the demand for new energy vehicles and energy storage in the second half of the year is expected to continue to resonate upward. Under the background of global "carbon neutralization", the accelerated improvement of the permeability of new energy vehicles and the standard energy storage on the Internet have become the main force of the demand for lithium batteries. The expansion of battery production at home and abroad has entered the fast lane, and the demand for lithium power equipment is expected to enter the centralized release period in the next six months.

In the upstream link, at present, the overall off-season price of energy metals in the upstream of lithium electricity is not weak, with rare earths, cobalt lithium and other anti-seasonal increases, in which the supply of lithium concentrate and cobalt raw materials tends to be tight; under the trend of high nickel in power batteries, the demand for lithium hydroxide is strengthening rapidly. For the leading production enterprises, the agency believes that the status of its industrial chain will become more and more important, and the premium will become more and more obvious. The three-cycle resonance of "supply + demand + inventory" of raw materials in the upstream of new energy provides a layout window, and the general direction of the medium-and long-term three-year upstream cycle remains unchanged.

In the middle reaches, for the middle reaches of rising prices, enterprises that first complete the expansion can give priority to share the share of expansion and enjoy the profit thickening of the uplink cycle. Leading enterprises have more advantages in resource endowment and financial strength, and are expected to achieve a growth rate higher than the average growth rate of the industry.