[hot stocks] Lithium plate has 2 large-scale ups and downs in 3 days! This decision of the country adds to the fire.

SMM July 7: today's lithium plate has been very active since the start of trading in the morning, including Rongbai Technology, Yiwei Lithium Energy and Guoxuan Hi-Tech, etc., while the lithium battery plate is unstoppable after the noon opening, setting off a huge wave of trading once again.

By the end of the day, 16 shares including Jiuwo Hi-Tech, Rong Bai Technology, Dangsheng Technology, Fulin Seiko, Seiko, and Guoxuan Hi-Tech closed the trading board. This is another large-scale limit after the rising tide of more than 20 stocks on July 5.

Two massive rising and stopping tides in just 3 days are enough to prove the popularity of the lithium plate today. According to SMM research, the overall demand for power battery market remains high recently, and the overall production and sales of new energy vehicles are improving, continuously refreshing monthly sales records, and maintaining a steady rise, raising market expectations for battery demand in the third and fourth quarters, leading enterprises actively expand production, and some enterprises have begun to stock for the third quarter, driving upstream material end demand. Therefore, it is expected that the lithium plate continues to strengthen.

At the same time, Galaxy Securities is also very optimistic about the lithium power sector, saying that there is a global shortage of lithium resources on the supply side throughout the year, and the shortage of lithium concentrate makes it impossible to release a large amount of lithium hydroxide production capacity. The price of lithium hydroxide and lithium concentrate is expected to accelerate under the improvement of the margin of supply and demand, and the performance growth rate of the lithium industry is expected to continue to rise in the third quarter.

This is also reflected in their respective quotations. Take lithium hydroxide as an example. According to the spot quotation of SMM, as of July 7, the average price of domestic battery-grade lithium hydroxide was 94000 yuan / ton, an increase of 91.8% during the year.

"Click to view the spot market of SMM metal.

Under the background of continuous improvement in the field of lithium electricity, the National Development and Reform Commission today issued a notice on the issuance of the 14th five-year Plan for the Development of Circular economy, a decision on "continuously promoting the action of recycling waste batteries, strengthening the construction of traceability management platform for power batteries of new energy vehicles, and improving the traceability management system for recycling and utilization of power batteries of new energy vehicles." What is more, it adds another fire to the already popular "lithium electric heat". For a while, various major organizations quickly follow up and release the enterprises that can be given special attention in the future under the background of the national cultivation of power battery recycling enterprises.

Everbright Securities analysis said that on the one hand, we can pay attention to lithium materials companies, such as Zhongwei, Greentree, Ganfeng Lithium, etc.; on the other hand, enterprises involved in power battery recycling, such as Ningde Times and BYD, should not be ignored; in addition, battery recovery and testing equipment companies, such as Nebula shares, are also worthy of continuous attention.

According to the statistics of Everbright Securities, there are 12 major power battery recycling enterprises in China, and the main technical route is wet process. Among them, Beijing Saidemei takes lithium iron phosphate repair and regeneration as the technical route, Quzhou Huayou, Harbin Battery and Shandong Weineng produce battery raw materials, and the rest are the production of ternary materials.

Oriental Securities said that the domestic early investment of power batteries has been basically in the phase-out critical point, it is expected that from 2021, China will usher in the first batch of power batteries decommissioning peak period, the market size will reach 10 billion yuan.