SMM1 March 13: today, the share prices of new energy vehicles and lithium battery plates are strong. In terms of new energy vehicles, southern bearings, Guangdong pearls and other stocks rose by the daily limit, Bailey science and technology rose by more than 8%, Enjie shares, BAIC Blue Valley and other stocks rose one after another.
Lithium battery plate, Lanke smart limit, Tibet Mining, Tianji shares rose more than 5%, Zhongwei shares, multi-fluoroduo and other stocks rose.
Individual stock performance
On the evening of January 10, 2021, Southern bearing issued a performance forecast for 2020. The company expects to make a profit of 380 million yuan to 480 million yuan, an increase of 8 times to 10 times compared with the same period last year. The surge in operating results is due to the improvement of the profitability of the main business and the huge profits made by investment. On the one hand, the sales volume of the company's products has greatly increased and the cost has decreased. On the other hand, the participating company pan-Asia micro-access landing Kechuang board, according to fair value measurement into the current profit and loss, contributing at least 300 million yuan in net profit.
Lonco Intelligence issued a performance forecast on the evening of the 12th, which is expected to achieve a net profit of 135 million yuan to 160 million yuan belonging to shareholders of listed companies in 2020, an increase of 31.97% Murray 56.41% over the same period last year. It is estimated that the non-recurrent profit and loss for the whole year of 2020 will be about 4.23 million yuan. The company said that the growth in performance is mainly due to the active development of high-quality customers, the strengthening of operation and management, the maintenance of good growth in terms of performance, and the impact of exchange rate fluctuations.
There is a huge amount of room for the development of the new energy vehicle industry, and Galaxy Securities said that the long-term high-speed growth trend of the new energy vehicle plate remains unchanged. The long-term high-speed growth trend of the new energy vehicle plate remains unchanged. It is recommended to pay attention to SAIC, GAC GROUP, Great Wall Automobile and BYD; the parts industry suggests to pay attention to the comprehensive leader Huayu Automobile, intelligent driving active and passive safety suppliers Yusheng Electronics, and Silver Wheel, a supplier of new energy thermal management components.
Guotai Junan points out that a good track for new energy vehicles can be expensive. Valuation and earnings are often two sides of the coin, and highly profitable companies usually enjoy a higher valuation premium. Looking to the future, if liquidity tightens, technology leaders such as new energy vehicles will make higher-than-expected profits and become an important support for the technology sector to resolve valuation pressure and open up space. What's more, under the policy tone of "no sharp turn", the liquidity contraction will slow down and continue to support the valuation premium of the high boom sector.
Driven by the good development trend of the new energy vehicle industry, the demand for lithium batteries continues to improve. Zhongyuan Securities believes that the global new energy vehicle industry continues to make progress, and the consensus on carbon emission reduction is the long-term driving force for the development of the industry. The global new energy vehicle has developed into a dual market-driven market in China and Europe, and gradually transitioned to product-driven. It is expected that China's new energy vehicles will grow by 40% in 2021, maintaining the industry's "stronger than the market" investment rating. It is proposed to be laid out around five main lines: first, the leader in the subdivision of key materials of power lithium battery and lithium battery; second, Tesla's domestic supply chain; third, electrolyte and lithium iron phosphate industry chain; fourth, lithium equipment supply chain; and fifth, investment opportunities after cross-border integration of new energy vehicles with energy and transportation.