SMM1 March 8: today, the share price of the lithium battery sector is weak. as of the close, Enjie shares are down 10%, Yongxing Materials are down more than 9%, and Hangke Technology, Yahua Group and Azure Lithium Core are down more than 8%.
The main net inflow of lithium battery plate is-7.09 billion yuan, the main outflow of Enjie shares is 822.91 million yuan, Yongxing materials 450.41 million yuan, Hangke science and technology 140.37 million yuan, Yahua group 2.29004 billion yuan, azure lithium core 251.19 million yuan.
But the agency is still optimistic about the lithium industry chain. China's power battery industry chain has significant advantages, and sales of smartphones and new energy vehicles are forecast, according to the Zhongyuan Securities Research report. The overall performance of the lithium battery sector is expected to grow in 2020 and increase in 2021. The main line of investment in 2021: first, the leader in the subdivision of key materials of power lithium battery and lithium battery; second, the domestic supply chain of Tesla; third, the industrial chain of electrolyte and lithium iron phosphate; fourth, the supply chain of lithium power equipment; fifth, investment opportunities after cross-border integration of new energy vehicles, energy and transportation.
Zhongtai Securities believes that new energy upstream raw materials such as cobalt and lithium, demand side gradually recover, supply side continues to shrink, "price history bottom, enterprise profit bottom, industrial policy bottom" just provides the bottom layout opportunity, medium-and long-term three-year upside cycle is the same.
