[hot stocks] Lithium Battery concept stocks rebounded Koda made pull-up seals up nearly 4% in the Ningde era.

On the morning of March 17, lithium battery concept stocks rallied rapidly after opening slightly lower, rising as much as 1.3% to 2042.01 yuan / ton at one point. By the midday close, the lithium battery plate index rose 1.02% to 2036.07 yuan / ton. Norde shares, Zhongli Group, Mindong Electric Power blocked the trading limit, the manufacturing market of the University of Science and Technology once rose, and Tianci Materials approached the limit. Shares of Xin Wanda, Shi Da Shenghua, Tianqi Lithium, ZTE, and Guoxuan Hi-Tech rose more than 6%.

Some institutions believe that the current demand cycle of the lithium industry is strong, with a compound annual growth rate of 25%, but due to the mismatch between global supply-side lithium resources and lithium smelting, lithium prices are expected to remain high for longer than expected.

Meanwhile, the first mid-month assessment by Benchmark Mineral Intelligence, a battery supply chain research and price reporting agency, shows that lithium prices in China continue to rise exponentially against a backdrop of strong demand for lithium iron phosphate (LFP) batteries.

According to SMM research, the price of lithium carbonate has risen slightly recently. At present, the domestic lithium carbonate trading volume is gradually decreasing, and the downstream stock of raw materials has been completed to April-May. The wait-and-see mood is obvious, the output of superimposed mica and salt lake begins to pick up, and prices begin to stabilize. In February, the demand side of lithium hydroxide increased slightly, and some of the new production capacity of high nickel gradually reduced; the inventory consumption on the supply side was obvious around the Spring Festival, and the domestic demand for overseas orders surged sharply, and prices are expected to rise slightly. "View details