Yiwei lithium can rise by more than 15%! The concept of lithium plate all-day strong 4680 battery has attracted the most attention.

On November 8, the trading volume on the Shanghai and Shenzhen stock markets exceeded trillion yuan for the 12th consecutive trading day. The Prev fluctuated near the 3500-point integer mark, and the gem index rose 1.2% at one time. On the plate, the lithium plate continues to rebound, Tianqi lithium industry, Yongtai science and technology, such as the afternoon limit; environmental protection stocks are strong throughout the day, science and technology environment and other more than 10 shares.

Plate aspect

Among the new energy sectors that are rising collectively today, the 4680 battery concept is the most concerned by the market, with Ningde rising more than 4%, Yiwei Lithium Energy up more than 15%, China Baoan, Tianqi Lithium Industry and other more than 10 stocks rising by the daily limit. On the news, 1) Ningde Times announced last Friday that it intends to invest in the construction of Xiamen era lithium-ion battery production base (phase I), with a total investment of no more than 8 billion yuan; it is proposed to invest in the construction of Guizhou new energy power and energy storage battery production base phase I project, with a total investment of no more than 7 billion yuan; 2) Yiwei LiNeng announced last Friday night that Yiwei Power, a subsidiary of Yiwei Power, plans to build a large cylindrical battery production line and auxiliary facilities for 20GWh passenger cars in Jingmen High-tech Zone, with a total fixed asset investment of about 6.2 billion yuan. 3) Tesla will open a battery equipment factory in Canada to speed up the production of 4680 batteries with lower cost and higher mileage.

Changjiang Securities said that Tesla actively promoted the 4680 plan, raising the 4680 yield of the Fremont special product line to about 80% by the end of the third quarter. Tesla expects the first model with 4680 to be produced in early 2022. BMW and Daimler both have layouts involving large cylinders; and the cylinder scheme was adopted in the early days of Lucid and Rivian, which are newly built in the United States. Panasonic 4680 plan is approaching the final stage of technical verification, followed by increased capital expenditure to promote industrialization; LG adjusts medium-term capacity planning to achieve 430GWh capacity in 2025, of which cylindrical capacity reaches 120GWh. in addition, 100 million Lithium can plan large cylindrical batteries for passenger cars of Jingmen 20GWh, and there is also a pilot production line in Ningde era.

Tesla expects car delivery to grow by an average of 50 per cent a year in the next few years. Analysts believe that if calculated on the basis of annual 3TWh, the demand for lithium hydroxide for 4680 batteries will be as high as 13 million tons per year in 2030. Cinda Securities predicts that the actual global demand for lithium hydroxide for power batteries will reach 580000 tons in 2025. Corresponding to today's A-share market, the salt lake lithium plate has the strongest response, the plate rose more than 7%, Tianqi lithium industry and other stocks rose by the daily limit.

In addition, 4680 batteries are specific to the industry chain, including single-walled carbon tubes, high-nickel ternary positive electrodes, silicon-based negative electrodes, laser cutting, LIFSI electrolytes, and all lithium industry equipment manufacturers.

Sun Xiaoya, an analyst at Tianfeng Securities, pointed out that 4680 batteries will bring the promotion of all-material system ASP, in which incremental logic is silicon-based negative electrodes, carbon nanotubes, and LiFSI electrolytes; China Merchants Securities said that with the application of large-size cylindrical batteries such as 4680, the development of high-nickel materials is expected to accelerate, the proportion of silicon-containing anode materials will also increase, and its packaging process and polar ear process will also change.

Corresponding to the market, the battery companies Ningde era and Yiwei LiNeng rose more than 4% and 15% respectively, the silicon-based negative concept stock Baoan of China rose by the daily limit, Tiannai Technology of the single-walled carbon tube concept rose more than 13%, and the high-nickel concept stock Huayou Cobalt rose nearly 10%. LiFSI electrolyte concept of Divine material rose more than 4%, while the structural components of Kodali, high-nickel concept stock Zhongwei shares rose and fell. In short, the 4680 battery product line is expected to span as long as two years, there are more core targets, and there may be more opportunities for follow-up participation.

In terms of individual stocks

Today, the performance of new energy high-level stocks such as Jixin Science and Technology, Daijin heavy Industry and Clearwater is weak, but the new energy low-level stocks are active, which may indicate that the current market sentiment is at least not out of the tide, so today's weak high-level stocks may have a demand for repair tomorrow. late-day funds obviously scrambled to raise Jixin technology.

If Jixin Science and Technology is strong to repair tomorrow, the shape may refer to Mindong Electric Power on October 12. In shape, these two wind power leading stocks are adjusted at a high level for two days after the board is broken. Of course, if Ji Xin technology continues to fall tomorrow, then the wind power plate may be suitable to see more and move less. Because as a broken stock, Jixin Technology, once the A word kills, the negative mood of killing may increase feedback to the whole plate.

In short, as long as the leader is not A top, even if it is maintained in the high shock, the short-term mood will not come to an abrupt end, with the plate low stocks may also have to make up the market.

Future analysis

In terms of the index, by the close, the Prev index was up 0.2%, the Shenzhen Composite Index was up 0.32%, and the gem index was up 0.82%. Northbound funds sold a small net of about 1 billion yuan today.

In the near future, whether it is index performance or money-making effect, gem index and gem stocks are relatively strong. On the index, the Prev fluctuated in a narrow range near the 3500-point integer mark today, and the gem index rose by 1.2% at one time, which shows that the gem index has a stronger initiative to pull up. Haitong Securities said that there is little downside risk in the market at present, because the economy is not typical stagflation, the policy environment is friendly, and the stock market valuation is OK. Drawing lessons from history, if the market is weak in the third or fourth quarter, the New year market starts too early, starting as early as the middle of November last year, such as 2004, 2006, 2008, 2013, 2020, 2021.

In terms of mood, it rose 2591, an increase of 797 over the previous trading day; 57 (excluding ST, unopened new shares), an increase of 7 over the previous trading day; 21 fried boards, an increase of 5 over the previous trading day; gem / Science and Technology Innovation Board rose 8, down 1 from the previous trading day; 4 fell by the limit, 16 less than the previous trading day.

Today's market sentiment fluctuates upward, mainly driven by the collective rise of the lithium plate. At the same time, as a representative of the emotional plate, the meta-universe concept continues to be active when the mood picks up today and bucked the trend when the mood fell last Friday. This trend, which can be active when the mood is depressed and warms up, often appears in demon stocks in the past, as well as in the main line of rising waves.

Focus on market news

1. Domestic commodity futures closed up more than 9%.

November 8-domestic commodity futures closed, rising more than falling less, red dates up more than 9%, fuel up more than 4%, crude oil up more than 3%, threads and PVC up more than 2%, pulp and sugar up more than 1%, corn and plastics up slightly. Zheng coal fell more than 3%, soda ash and palms fell more than 2%, beans and alcohol fell more than 1%, and Shanghai zinc and apple fell slightly.

2. The National Development and Reform Commission: the coal output will rise to a high of 11.93 million tons in an all-round way.

November 8, according to the National Development and Reform Commission, with the release of coal mine nuclear production, the gradual commissioning of construction coal mines and the resumption of coal production temporarily, coal production has continued to grow since October, with the average daily scheduled coal output reaching 11.66 million tons from November 1 to 5, an increase of more than 1.2 million tons compared with the end of September, with the highest daily output reaching 11.93 million tons, a record high in recent years. With the increase of national coal production and supply and the increase of coal stocks in power plants and ports, the spot price of power coal has fallen sharply. It is expected that in the later stage, with the further release of coal mine capacity and the continued increase in coal production, coupled with the reduction in power plant market procurement after the fulfillment of medium-and long-term contracts for thermal coal and the increase in coal storage, coal prices are expected to continue to