[attention] Lithium suddenly burst! Can the "high prosperity" track continue to bet?

SMM Aug. 16: since the opening of trading this morning, lithium-related sectors have declined one after another, and this situation has not improved even after opening in the afternoon, while by the close, the lithium battery sector fell 2.99%, and the lithium cathode, electrolyte, power battery and even lithium mining index all recorded a decline of more than 4%.

Specifically divided into individual stocks, in the Ningde era, when the amount of money raised last week was as high as 58.2 billion yuan, it fell more than 6% in today's trading, and by the end of the day, it was quoted at 481.8 yuan per share, down more than 100 yuan from the previous high of 582.2 yuan per share.

At the time of the collapse of lithium power, the salt lake lithium plate which caught fire some time ago is also difficult to be left alone. By the end of the day, the salt lake lithium extraction index had fallen by more than 5%, and Mount Qomolangma in Tibet ended today by falling to the limit.

Ping an Securities believes that the lithium battery, photovoltaic and semiconductor indexes are currently in a high range of 80% to 90%. In the short term, the increase in market uncertainties will disturb these highly valued and prosperous tracks.

In fact, it is not surprising that the lithium battery sector, as a high-prosperity plate in 2021, has made a pullback today after rising rapidly on August 13.

In addition, Ping an Securities also said that in the medium to long term, in the context of industrial trends and policy support, new energy, new energy vehicles, semiconductors, new materials industry chain demeanor is still in the upward channel. Therefore, it is not difficult to see that with the continuous prosperity of new energy vehicles and the industrial chain, the lithium industry is still promising in the future.