Affected by the landing of Huawei's self-driving program and the release of new products and news by several mainframe manufacturers at the Shanghai Auto Show, the concept of A-share new energy vehicles led the two cities today, with netizens joking that "it goes up when it comes close to cars." Founder strategy team said that the Shanghai auto show has strengthened the trend of electric and intelligent cars, and is also one of the drivers of the rising market.
Among them, the solid-state battery plate rose nearly 6%, Tianqi lithium industry, Tianqi materials, Ganfeng lithium industry and other lithium battery core stocks have risen by the limit. On the news side, the price increase of lithium hexafluorophosphate, a raw material for electrolyte, is fermented.
Looking at the above data, we can find that Tianqi lithium industry has been sold a total of 327 million yuan by three institutional seats. Gao Yilinshan No. 1 Yuanwang Fund, which is often used for bulk trading by private equity boss Feng Liu, bought 421 million yuan from Guoxin Securities Shenzhen Zhenhua Road. Ganfeng lithium industry was sold a total of 173 million yuan by two institutional seats, one institution bought 138 million yuan, northward funds bought 485 million yuan, and Guotai Junan Shanghai Xinzha Road, a commonly used seat in Shanghai ultra-short gang, bought 213 million yuan.
Divine materials are sold massively by institutional seats. A total of 91.72 million of the four institutional seats were sold, while northbound funds increased their positions by nearly 100 million yuan. Top floating capital Zhang Meng main commonly used seats Guoyuan Securities Shanghai Hongqiao Road, Shanghai ultrashort gang commonly used seats Guotai Junan Shanghai Xinzha Road buy 38.81 million.
In addition to Guotai Junan Shanghai Xinzha Road at the same time to buy Ganfeng lithium industry, divine materials presented by the theme overlap, today, Beixiang funds bought the above three lithium battery concept stocks nearly 600 million yuan, institutional seats sold more than 300 million yuan. There is a strong divergence in terms of capital, similar to the style of the market last week.
Judging from the style of northbound funds, after two consecutive weeks of northward capital outflows, northward capital inflows went against the trend last week. Today, the net inflow was again substantial at 16.316 billion. In addition to the new energy vehicle concept stock, but also increased holdings in leisure services, electronics and agriculture, forestry, animal husbandry and fishing and other industries. Dongguan Securities Fei Xiaoping said that northward net inflows of funds against the trend, coupled with the central bank to carry out MLF sequel, contribute to the stable easing of funds, bringing shock rebound opportunities for the market.
From the perspective of the style of institutional funds, a number of white horse stocks dived last week, and once there was a signal that the performance was lower than expected, institutional funds showed a trend of rapid withdrawal, Citic's point of view, this phenomenon shows that the current market sentiment is still in a relatively fragile stage. Zhang Gang of Zhongyuan Securities said that at present, various funds are still actively looking for emerging hot spots that may lead the market higher in the next stage.
Wang Yi of Great Wall Securities also said today that in an environment of upward profits, downward liquidity and downward valuation, the early extreme agglomeration is unsustainable and the rebalancing of the market style is still being adjusted. With reference to the position allocation of funds and northbound funds, institutional funds have spread to pro-cyclical industries with relatively low valuation, early low allocation and performance advantages. It is suggested to screen and focus on the second and third tier leading stocks with small and medium market capitalization, relatively low valuation and high expected growth in 2021.
After trading today, Tianci released a semi-annual first-quarter report for 2021, which estimated that the half-year net profit attributable to shareholders of listed companies reached 650 million to 750 million yuan, an increase of 109% to 141% compared with the same period last year. As early as last week, Ganfeng lithium had forecast a net profit of 450 million yuan to 510 million yuan in the first quarter, a sharp increase of 5709% Rue 6484% over the same period last year.
Tianqi Lithium Industry continued to lose 280 million-190 million yuan in the first quarter of 2021 due to changes in fair value. However, Societe Generale Securities Qiu Zuxue said that at present, the supply of lithium raw materials is tight, and it is more difficult to release volume in a short time. At the same time, the permeability of new energy vehicles is increasing rapidly, and the demand for lithium hydroxide corresponding to lithium iron phosphate and high nickel ternary materials increases rapidly throughout the year, and the lithium price is expected to be driven by "cost + demand" to maintain a high level. the simultaneous increase in the volume and price of lithium salt business is expected to reverse the future performance of Tianqi lithium industry.
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