A-share lithium plate today performance of the general iron-lithium battery configuration is expected to accelerate the good future

SMM5 11: a shares of the three major indices opened higher in early trading, followed by a slight differentiation of the size index. On the disk, the epidemic prevention and control concept has strengthened, Internet celebrity economy, REITs plate anti-pumping. The money-making effect is getting worse and worse, and the mood of capital wait-and-see is getting stronger and stronger. By the end of the day, the Shanghai index was down 0.02% at 2894.80 points, the Shenzhen Composite Index at 10969.28 points, down 0.29%, and the Chuang Index at 2102.83 points, down 1.05%.

Lithium battery plate performance in general, the plate only 3 shares rose by the limit, and the concept is repeated, the trading amount within the plate is 45.98 billion yuan, the plate capital is outflow state, the lithium battery plate index is high in early trading, and then continues to fall, and then rebounded after hitting the bottom in the final session.

With the continuous improvement of the domestic epidemic prevention and control situation, the production and sales of the automobile industry also gradually returned to the normal level. In that month, the month-on-month production and sales continued to grow rapidly, and the decline ended compared with the same period last year, showing a slight increase. With the continuous improvement of the domestic epidemic prevention and control situation, the production and sales of the automobile industry also gradually returned to the normal level. In that month, the month-on-month production and sales continued to grow rapidly, and the decline ended compared with the same period last year, showing a slight increase.

In terms of new energy vehicles, production and sales continued the momentum of rapid growth last month, and the year-on-year decline was somewhat narrower than in March. In April, the production and sale of new energy vehicles completed 80000 and 72000 respectively, down 22.1 per cent and 26.5 per cent respectively from the same period last year. Among them, the production and sales of pure electric vehicles completed 57000 and 51000 respectively, down 31.4% and 28.6% respectively from the same period last year; the production of plug-in hybrid electric vehicles completed 23000 units, up 16.8% from the same period last year, and sales completed 20, 000 vehicles, down 20.7% from the same period last year; and the production and sales of fuel cell vehicles reached 109 and 73 respectively, an increase of 11.1 times and 9.4 times respectively compared with the same period last year.

In addition, the total output of power batteries in China in April was 4.7 GWH, down 35.5% from the same period last year, and from January to April, the total output of power batteries in China was 13GWha, down 52.1% from the same period last year.

Although new energy vehicle sales fees are on a downward trend year on year, the current year-on-year decline in sales is narrowing, meaning that market consumption is improving month by month. With the gradual recovery of the macro-economy, there is a certain support for the consumption of new energy vehicles, and then promote the consumption of lithium batteries, in addition, consumer electronics warm up, but also promote the use of small lithium electricity.

On May 11, it was learned from the Ningde era performance briefing that the Ningde time supply to Tesla was probably in the second half of this year. Zeng Yuqun, chairman of Ningde Times, said that the supply is not limited to lithium iron phosphate or ternary batteries, the specific supply of products depends on market demand.

Huabao Securities believes that the short new energy subsidy policy is on the ground, the subsidy slope is moderate, and the public transport subsidy is zero in the past 20 years. Under the background of the epidemic affecting the decline of personal consumption demand, the demand for commercial vehicles or to support the sales of new energy vehicles in 2020 is stable. In addition, by abolishing the requirement of battery energy density, lithium iron phosphate battery is expected to grow rapidly under the promotion of CTP and blade battery technology, and pay attention to the relevant listed companies of lithium iron phosphate battery industry chain. The subsidy on the new energy vehicle price ceiling requirements of 300000 yuan, promote Tesla localization process ahead of time, domestic Tesla further reduced prices into 300000, is expected to the same grade of BMW 3 series, Mercedes-Benz c-class and Audi A4 to form a substitute effect, seize the fuel vehicle market, optimistic that domestic Tesla sales continue to grow for 20 years, pay attention to Tesla industry chain related companies.

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