Since the resumption of listing, Salt Lake shares in the A-share market set off numerous waves, August 23 intraday low-key share prices refreshed a new high, once hit the limit in the afternoon.
On the last trading day of last week, Salt Lake shares won the top hot money chapter alliance leader and a new team to do long. Guotai Junan Nanjing Taiping South Road bought 218 million yuan of salt lake shares and sold 81.5968 million yuan at the same time, while Guotai Junan Ningbo Rainbow North Road, which is commonly used by Zhang Meng, ranked among the four seats, with a purchase amount of 150 million yuan and a sale amount of 29.8214 million yuan.
This is not the first time Salt Lake shares have entered the board since the resumption of listing. On August 10, Salt Lake shares resumed trading, rising 306% on the first day. Guotai Junan Nanjing Taiping South Road raised more than 400 million. The next day, Salt Lake shares fell 8%, Guotai Junan Nanjing Taiping South Road again increased the position by 170 million.
Subsequently, the new online biographer posted the following moments: "Trading one's own knowledge is not afraid to be retrograde."
Salt Lake shares have risen day after day since August 17. According to the Dragon and Tiger list on August 20th, Guotai Junan Nanjing Taiping South Road sold a total of 291 million and bought 299 million at the same time from August 18 to 20. At the same time, there are several hot money, big and small, such as Hongwu Road in Nanjing, Galaxy, China, which have repeatedly harvested and hit boards to catch up.
From August 18 to 20, Salt Lake shares rose 21.35%, and rose 5.45% on August 23.
Shinichi and Zhang Mengzhu also did more than another lithium resources giant, Tianqi Lithium Industry, at the same time. According to the Dragon and Tiger list on Aug. 20, the two seats commonly used by Zhang Mengzhu bought 438 million yuan for Tianqi Lithium Industry and sold 395 million for the other. Guotai Junan Nanjing Taiping South Road bought 216 million of Tianqi Lithium Industry in three days.
Tianqi lithium industry has risen 18% in the past three trading days.
On the news side, the rising price trend of lithium resources remains the same. Driven by strong demand from the new energy industry, the average price of battery-grade lithium carbonate and lithium hydroxide has continued to rise since August. The agency pointed out that considering that the fourth quarter will usher in the double peak season of consumer electronics and new energy vehicles, and the supply side is difficult to have a significant increase affected by the shortage of lithium concentrate, lithium salt prices may usher in a new round of rise.
Some analysts in the lithium industry previously said that there is a huge mismatch between the pace of capacity expansion of cathode materials and the expansion pace of upstream lithium resources, the supply contradiction of lithium salt is becoming more and more serious, and the strategic value of upstream resources has become a market consensus.
On August 23, some investors called Shinichi "really strong". Its commonly used seat Guotai Junan Nanjing Taiping South Road has also recently raised Tibetan Mining, Zhaoxin shares, Baichuan shares and Hunan Gold.
After the large purchase of Guotai Junan Nanjing Taiping South Road, Tibet Mining has risen 5% in the past two trading days, and Hunan Gold has risen 33% since August 16.
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