The two lithium giants have all been reduced! A 20CM trading company has just been on a buying spree.

The two lithium giants have both issued announcements for senior executives to reduce their holdings.

Last night, Ganfeng Lithium Industry announced that it received a letter from the company's shareholders Shen Haibo, Xu Jianhua and Fu Lihua on September 7, 2021 about the plan to reduce their holdings in the company. Shen Haibo, Xu Jianhua and Fu Lihua plan to reduce their holdings of no more than 520000 shares (accounting for 0.0362% of the company's total share capital) within 6 months after 15 trading days from the date of this announcement.

Among them, Shen Haibo, a director and executive of the company, intends to reduce his holdings by 400000 shares, accounting for 0.0278% of the company's total share capital. Xu Jianhua and Fu Lihua, both senior executives of the company, plan to reduce their holdings by 90, 000 shares and 30, 000 shares, accounting for 0.0063% and 0.0021% of the company's total share capital. The reason for the reduction is the need for personal funds.

For 2 years, 10 times of Daniel stock institutions continue to be optimistic.

Judging from the share price of Ganfeng Lithium Industry, the stock price has increased as much as 10 times in the past two years, and it is a veritable Daniel stock in lithium power. At present, the total market capitalization has reached 270.1 billion yuan.

Despite the reduction of the company's senior executives, the organization is still optimistic about the future of Ganfeng lithium industry. Bank of China Securities believes that the volume profit of the company's lithium series products has risen, and the revenue of the lithium battery series has greatly increased: in the first half of 2021, the company's lithium series products achieved revenue of 2.961 billion yuan, an increase of 66.07% over the same period last year, and a gross profit margin of 41.37%, an increase of 20.93% over the same period last year. The company's lithium battery series products achieved revenue of 764 million yuan, an increase of 84.27% over the same period last year, and a gross profit margin of 16.91%, an increase of 1.02% over the same period last year.

In terms of the industrial chain, BOC Securities said that the layout of the company's industrial chain continued to improve: in terms of upstream lithium resources, the company continued to increase its stake in Bacanora and its Sonora lithium clay project in the first half of the year; Argentina's Cauchari-Olaroz lithium salt lake project plans to complete most of the project construction by the end of 2021 and test production in 2022; the company indirectly holds the Goulamina spodumene project interest and underwriting rights through the acquisition of a 50 per cent stake in SPV of the Netherlands.

In terms of lithium salt business, the company has formed an annual production capacity of 43000 tons of battery-grade lithium carbonate, 81000 tons of battery-grade lithium hydroxide and 2000 tons of metal lithium hydroxide. among them, the annual output of 50, 000 tons of lithium hydroxide at the end of 2020 has reached full production in the first quarter of this year, and the production line is in good operation. Ningdu's production line with an annual capacity of 17500 tons of battery-grade lithium carbonate was renovated and upgraded in the first quarter of this year. At present, it has formed a production capacity of 20, 000 tons of battery lithium carbonate per year. In terms of decommissioned battery recycling business, decommissioned lithium battery disassembly and comprehensive metal recovery projects have formed a recycling capacity of 34000 tons, and the production capacity of ternary precursor projects will be expanded in the future.

When the promotion of science and technology was reduced by senior executives, the institutions were buying heavily.

In the lithium electricity plate, Dangsheng Technology also announced the reduction of holdings at the same time last night. Last night, Dangsheng Technology announced that it had recently received a "notification letter of the stock reduction plan" submitted by Mr. Wang Xiaoming, the deputy general manager. Mr. Wang Xiaoming plans to reduce his holdings of 202500 shares of the company through centralized bidding within six months after 15 trading days from the date of disclosure of this announcement, accounting for 0.04% of the total share capital.

It is worth mentioning that yesterday Dangsheng Technology just staged the 20CM limit, as of yesterday's close, the share price was 85.31 yuan, only one step away from the record high. At present, the total market value is 38.7 billion yuan.

Public data show that Dangsheng Technology is mainly engaged in the technical research, production and sales of multi-material, lithium cobalt and other cathode materials, as well as multi-precursor materials. Its main products are multi-materials, lithium cobalt, intelligent equipment.

Prior to this, on January 6 this year, Wang Xiaoming, deputy general manager of the company, also planned to reduce his holdings, but at the expiration of the reduction plan, Wang Xiaoming did not reduce his shares in the company in any way, and the number of shares to be reduced in this announcement was consistent with the number of shares planned to be reduced at that time.

It is worth noting that yesterday Dangdang Technology Dragon and Tiger list showed that the buyer had three institutional seats, and the total purchase amount of the three institutions was more than 200 million yuan. In addition, the Shenzhen Stock Exchange bought a total of 562 million yuan.

According to the report of Dangsheng Technology, the company's operating income in the first half of this year was 2.989 billion yuan, an increase of 174.08% over the same period last year, and the net profit was 447 million yuan, up 206.02% from the same period last year.

With regard to the reported results of Dangsheng Technology, Bank of China Securities said that the company's new production capacity was released quickly and the global capacity layout was accelerated: Changzhou reached production capacity quickly after the completion of the first phase of the project. The company plans to raise no more than 4.645 billion yuan for the construction of Changzhou Dangsheng Phase II Project and Jiangsu Dangsheng Phase IV Project, among which Changzhou Dangsheng Phase II Project has completed civil construction drawing design, as well as major equipment bidding and procurement related work. The company has started the feasibility study and demonstration of the European 100000-ton high-nickel power cathode material production base project, and the next step will speed up the investment decision and implementation of the project. In addition, the company will speed up the planning and demonstration of lithium iron phosphate production capacity according to customer demand in the future.