"picking up garbage" can also have spring? Loss-making environmental protection stocks join the concept of lithium power raw materials to win 4 boards in 5 days.

The main line of new energy lithium electricity since the second half of the year has created the "myth" of the rise of many stocks. Some stocks traded at about one or two yuan at the beginning of the year, but PVDF, a subdivision material for upstream lithium batteries, soared eightfold in two months, while the lithium resources giant, which returned after two years, soared 300% on the first day of trading.

After the main line has been fully excavated, the rising price "heat" of the lithium main line begins to be transmitted to the upstream raw material plate. Soda ash, DMF, rubber auxiliaries, refrigerants, calcium carbide and other rising trend. The corresponding concept stocks have also been excavated and recognized by the market, and new stocks continue to take on the "lithium electricity" Dongfeng, soaring into the sky. Institutions are optimistic about the opportunity for Davis to double-click the upstream related materials under the wave of new energy development.

But if you tell the same story, there are differences in market performance.

With the sharp rise in lithium mine prices this year, the leading enterprises holding lithium resources have walked out of a strong market, and the salt lake lithium extraction plate with deep potential has also obviously benefited. The membrane technology possessed by the domestic membrane water treatment leader Biyuan can be applied to the salt lake lithium extraction process. On the morning of September 2, a piece of news about the technical cooperation between Bishui and Qinghai Salt Lake of the Chinese Academy of Sciences on lithium extraction from salt lake spread all over the net. on the same day, the increase of Bizhui rose to more than 17% in early trading, but because the application did not actually hit the ground, the follow-up trend of Bizhui fluctuated horizontally.

On the other hand, clear Water Source, another water treatment company with a total market capitalization of only 1/5, has soared recently, and today it has reaped the 20cm limit. It has gained four limit boards in the past five trading days, up 136.7%.

Observing the results just disclosed in the first half of the year, the net profit of Bizhui increased by 71% to 113 million, while the net loss of Clearwater was 30 million.

Poor performance on the contrary soared, two stocks with similar business scope why "different lives of the same name"?

The lithium battery is still the "cause of trouble" behind it. Clearwater has documented reports that it already had a production capacity of tens of thousands of tons of water treatment agents five years ago.

On Sept. 6, it said on the investor interactive platform that the company produces PCl3 products, which are mainly used in the production of water treatment agents, and that the company's old plant has a capacity of 60, 000 tons of PCl3.

PCl3 is the main raw material for the preparation of lithium hexafluorophosphate. Data show that since the beginning of the year, the price of lithium hexafluorophosphate has soared nearly 6 times.

"Story" and "resource goods" meet each other, and those who hold resources win.

After the recent changes in share prices, Clearwater quickly issued a risk warning, saying that the prices of some of the company's CH3Cl and other products have risen recently compared with the same period in previous years, but there are uncertainties and market fluctuations in the company's product market demand, product prices, raw material prices and raw material supply, especially the supply of yellow phosphorus, the main raw material.

After the 15th session, Clearwater received a letter of concern from the Shenzhen Stock Exchange, asking it to quantitatively analyze the specific impact of rising prices of yellow phosphorus and other major raw materials on the company's water treatment agent products gross profit margin, profit, capacity utilization, and so on. According to market news, the price of yellow phosphorus has doubled in the past two months. It is up more than 46% today. On the news side, a document that recently went viral across the network related to production limits in a number of industries, of which yellow phosphorus and industrial silicon capacity were cut by 90%.

Above the upstream, there is still an upstream. Who will be the next chemical company to be discovered by the market and get the "ticket" of lithium electricity market?