SMM, Nov. 8: this morning, the lithium plate continued to rise under the stimulation of recent good news, rising more than 2.8% at one point in intraday trading. At the same time, the performance of lithium battery stocks is particularly eye-catching. Yiwei LiNeng continued to rise today, rising more than 18% in intraday trading, reaching an all-time high with a share price of up to 134.05 yuan per share, with a market capitalization of more than 254.4 billion.
While Yiwei LiNeng's share price skyrocketed, the rest of the stock did not want to lag behind. Jiuwo high-tech rose more than 10%, Shi Dashenhua, Tianqi lithium industry, Yongxing materials, blue lithium core and other forces set off the rising tide of lithium battery plate.
The rebound of the lithium battery sector may be related to the recent frequent expansion of production in the lithium industry. On the evening of November 5, Ningde Times announced that it plans to invest no more than 15 billion yuan in new projects in Fujian and Guizhou. Specifically, Ningde Times plans to invest 8 billion in Xiamen City, Fujian Province to invest in the construction of Xiamen era lithium-ion battery production base (phase I). In addition, it is proposed that the total investment will not exceed 7 billion to invest in the construction of Guizhou new energy power and energy storage battery production base phase I project in Gui'an New area, Guizhou Province.
On November 5, Yiwei Lithium Energy announced that the company's subsidiaries invested about 6.2 billion in the construction of 20GWh passenger car large cylindrical battery production line and auxiliary facilities project, 16GWh square lithium iron phosphate battery production line and auxiliary facilities project respectively in Jingmen High-tech Zone.
As for this round of trading, Shida Shenghua announced on November 7 that its wholly-owned subsidiary, Wintek New Energy Technology (Dongying) Co., Ltd., plans to invest a total of 1.6 billion yuan to build a 300000 ton / year electrolyte project. Wenghua New Energy, a 51%-owned subsidiary of the company, plans to invest 560 million yuan to build a 100000 ton / year liquid lithium salt project.
In addition, Huayou Cobalt Industry, which followed the sharp rise of the lithium battery plate, also issued an announcement on November 7, the company and Xingfa Group cooperated with Xingfa Group to invest in the integrated industry of phosphate mining, phosphorus chemical industry, wet-process phosphoric acid, iron phosphate and lithium iron phosphate materials in Yichang, Hubei Province, to build 500000 tons / year iron phosphate and 500000 tons / year iron phosphate and related supporting projects.
It should be noted that with the continuous expansion of the radiation range of lithium iron phosphate batteries, many enterprises have taken turns to open the layout of lithium iron phosphate. According to the historical price of SMM, the price of power lithium iron phosphate has risen from 38000 yuan / ton at the beginning of the year to 88500 yuan / ton today, an increase of 132.89%.
"Click to view the historical price of SMM new energy
SMM believes that the energy storage market demand for new energy vehicles increased in the fourth quarter, and the demand for lithium iron phosphate battery increased significantly, which supported the price of lithium iron phosphate, and the overall high price remained stable. Therefore, SMM expects lithium iron phosphate to continue to operate at a high level in the future. "View details
Not only the above-mentioned companies, but also Shenzhen Xinxing, Tianci Materials, Jiayuan Technology and other enterprises have also recently released production expansion news, just three days, lithium industry chain expansion news nearly 10.
As for the lithium battery plate, foreign media said recently that Frank Skapiti, mayor of Markham, Ontario, Canada, recently tweeted that Tesla would build a factory in the city to produce battery manufacturing equipment and supply global super factories, which are currently increasing the production of 4680 batteries with lower costs and higher mileage.
As soon as the news came out, 4080 battery concept stocks strengthened significantly, and it is worth mentioning that in the layout of the industrial chain, in addition to overseas manufacturers such as Panasonic, LG Energy and Samsung SDI, a number of domestic manufacturers have successively devoted themselves to the development of 4080 batteries.
Tesla plans to build a battery equipment factory in Canada to prepare for mass production of 4680 batteries.
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