[hot stocks] Lithium battery opening "flying straight up" Zang GE Holdings and other 8-share trading limit sealing board is mainly due to the tight supply of key materials.

The latest news on June 4: the lithium battery concept stock opened strongly in the morning and rose rapidly in a short period of time. At the same time, the performance of individual stocks is also very eye-catching. Jiangsu Cathay Pacific, Dingsheng Xincai, Yongtai Technology, Zang GE Holdings, Anada and Kelu Electronics pulled up the sealing board. At one point, stocks including Fulin Seiko, Xin Wanda and Rongbai Technology rose more than 14%.

From the recent historic breakthrough of the stock price of Ningde era and the tight supply of lithium hexafluorophosphate pulling yesterday's lithium battery plate carnival, it is not difficult to see that in the increasingly popular new energy vehicles, the lithium battery market has benefited a lot.

Xiangcai Securities said that at present, the lithium carbonate at the end of lithium materials is stable, the price of ternary sulfate is stable, the prices of ternary precursors and cathode materials are stable, and the prices of cathode materials are stable. The price of lithium hexafluorophosphate rose, the price of DMC decreased, and the price of electrolyte increased significantly. The price of anode material, diaphragm and copper foil runs smoothly. It is suggested that attention should be paid to the improvement of market capacity brought about by the demand for lithium electric materials and magnetic materials under the long-term growth prospect of electric vehicles.

Of course, in addition to the tight supply of electrolyte, another key material of lithium battery-lithium copper foil is also in a difficult situation of tight supply and rising processing fees. Moreover, according to the latest research report of China Merchants Securities, in view of the fact that the equipment for producing lithium electricity copper foil is mainly imported from Japan, limited by the slow capacity expansion of Japanese equipment enterprises, the production expansion cycle of copper foil enterprises is usually two years, superimposed by reasons such as different product yield among different enterprises, and finally there is a slight difference between actual shipment and production capacity, resulting in the slow release of its supply, with the explosive growth of new energy vehicles. The supply of lithium copper foil falls far short of demand, and processing fees are rising again and again. Copper foil processing fees for 8um, 6um and 4.5um have risen by more than 7 per cent since 2021.

As for lithium carbonate and lithium hydroxide, the core materials of lithium battery, according to SMM research, lithium carbonate accumulated more than 6000 tons in June, which has begun to show an oversupply situation; but lithium hydroxide is still in a tight supply situation, and the quotation is expected to continue to rise in the future. "View details

This view also coincides with Tianfeng Securities, which said that sales of new energy vehicles are not light in April, and the penetration of large-size new energy vehicles is expected to lead to an increase in demand for lithium salt. The price of lithium hydroxide is expected to continue to rise. It is expected that the supply of lithium hydroxide is likely to be tight during the peak demand season in the second half of this year.

As of June 3, according to the spot quotation of SMM, the price of battery-grade lithium hydroxide was 91500 yuan / ton, up 84.8% from the beginning of the year.

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