[hot stocks] Lithium stocks are active for two days in a row. Ningde era intraday rose more than 4%. Tibet Mining Industry and other 8 shares rose by the daily limit of 8 shares.

SMM July 6 news: opened this morning, lithium battery plate continued yesterday's active development trend, once again set off a small limit. The Ningde era once rose more than 4% in intraday trading, and the Tibetan mining industry, which just experienced a wave of trading limit yesterday, rose again in intraday trading today. By lunchtime close, lithium battery plate slightly pullback, Dongyang, Sinopec and other 3 shares rose by the daily limit.

In fact, as early as yesterday, the lithium battery plate set off a huge wave of trading. According to statistics, by the close of trading on July 5, out of a total of 241 lithium concept stocks, as many as 25 stocks had risen by the daily limit, including Koda Manufacturing, Tianhua Ultra Clean, Skyline shares and other companies whose share prices reached an all-time high with a rising probability as high as 86.3%.

According to SMM research, the overall demand of the power battery market remains high recently, and the overall production and sales of new energy vehicles are improving, continuously refreshing monthly sales records, and maintaining a steady rise, raising the market expectations of battery demand for the third and fourth quarters, leading enterprises are actively expanding production, and some enterprises have begun to stock for the third quarter, driving upstream material end demand.

Therefore, in the face of explosive consumer demand, the lithium industry continues to boom, the fundamentals are more good news. The strong demand enables a number of power battery head enterprises to achieve full production and full sales.

Guotai Junan has previously predicted that demand for lithium electricity in the second half of the year may increase by 40% to 50% compared with the first half. Not only that, Guotai Junan also said that lithium supplies in the third and fourth quarters of 2021 are expected to be the most tight in the past two years, so they continue to be bullish on lithium prices. While the domestic leading battery enterprises basically maintain full production due to the outbreak of demand, overseas customers ship in bulk, the global market share of domestic enterprises is expected to further increase, and continue to be optimistic about the mid-stream link of lithium battery.

With the prospect of lithium power continuing to improve, Soochow Securities reported that according to incomplete statistics, since the beginning of 2021, a number of power battery companies, including Ningde era, Yiwei Lithium Energy, Guoxuan Hi-Tech, AVIC Lithium, and BYD, have announced investments of more than 240 billion yuan in new construction and production expansion, and the lithium equipment industry has entered the most beneficial stage.

It is worth mentioning that driven by the strong demand downstream, a variety of battery raw materials, including cobalt lithium ore and electrolyte, are in short supply, leading to a continuous rise in the prices of corresponding metals and compounds. Take cobalt, which has recently been "rising" as an example. According to the historical price of SMM, the spot price of electrolytic cobalt in China has risen 31.9 percent since the beginning of the year in just over half a year as of July 5.

"Click to see more historical prices of SMM Metals.

At the same time, the prices of cobalt compounds and ternary precursors and ternary materials in battery materials have also increased to varying degrees.