[hot stocks] Lithium battery plate rises and stops again in the afternoon! This core material has become popular again, Yongxing materials and other 8 shares rose by the daily limit.

SMM July 2: today's opening, the lithium battery index fluctuated higher, rising more than 1.74% at one point. Lithium battery stocks also ushered in a big rise, including Yongxing Materials, Rongjie shares, Huazi Technology and Jiayuan Technology and other 8 shares rose by the daily limit, Nandu Power supply, Zhengye Technology and other stocks rose more than 10%.

On the news side, data show that on July 1st, the price of lithium hexafluorophosphate, an important part of the electrolyte, once again ushered in a wave of rise of up to 5000 yuan / ton, lithium hexafluorophosphate became popular again; and as of July 2, according to the spot price of SMM metal, the domestic price of lithium iron phosphate electrolyte was also up 2000 yuan / ton compared with yesterday, with an average price of 74000 yuan / ton.

"Click to see more SMM metal spot prices.

Among them, lithium hexafluorophosphate as an important upstream raw material of electrolyte, its spot price has skyrocketed since 2021 and continued to rise. Affected by this good news, lithium hexafluorophosphate leading enterprises, polyfluoroduo and Yongtai technology, have also issued a notice to increase the price of lithium hexafluorophosphate. In view of the stringent control of lithium hexafluorophosphate production, the production capacity of most enterprises will be released in the second half of 2021. But even so, still can not stop today's "lithium electric heating", exuberant consumption of upstream lithium hexafluorophosphate enthusiasm.

In addition to lithium hexafluorophosphate, since May, the lithium copper foil market has also ushered in a price boom. BOC Securities predicts that from 2020 to 2022, the global lithium copper foil market space will reach 15.2 billion yuan, 22.3 billion yuan, 29.2 billion yuan respectively, and is expected to reach 58 billion yuan by 2025, of which 6um copper foil is expected to reach 30.4 billion yuan.

The lithium copper foil industry is rapidly picking up, the market supply exceeds demand, the head enterprise is in a state of full production and full sales, and the processing fee is rising rapidly. Chen Yubi, executive vice president of Nord shares, said frankly that the lithium copper foil industry has entered a stage of rapid development, and China's lithium copper foil will still be in short supply by the end of 2021.

In addition to the upstream lithium battery raw materials, the performance of salt lake lithium concept stocks is not inferior. Kuwo Hi-Tech rose more than 19%, while Koda Manufacturing, Tibet Mining and other stocks rose.

Warburg Securities predicts that the global lithium supply will still be in a tight state of supply shortage in the next 2-3 years. They believe that in the short term, the global new lithium ore resources are limited, the supply of concentrate is still less than demand, lithium prices are expected to rise, and lithium concentrate prices will remain high in the future.

Huaxi Securities believes that China's external dependence on lithium raw materials is nearly 80% in 2020, so the development of domestic lithium resources is the top priority of future development. Sichuan, which has nearly 80% of China's solid lithium reserves, will play a very important role in the supply of lithium resources during the 14th five-year Plan period. Therefore, it is recommended about Sichuan Energy Power, Rongjie shares, Shengxin Lithium Energy, Tianqi Lithium Industry, Yongxing Materials and Koda Manufacturing and other enterprises.