[hot stocks] Lithium battery plate quickly rose Kirin battery concept stock led by Ningde era intraday up more than 5%

SMM March 30th: today's opening, lithium battery concept stocks rose rapidly, Taihe Technology, Red Star Development, Yongtai Technology, Xiangtan electrification and Azure Lithium Core and other stocks rose by the daily limit, Rongbai Technology, Jiayuan Technology, Xingyuan Materials and other stocks rose more than 7%.

On the news side, Wu Kai, chief scientist of Ningde Times, said at the recent China Electric vehicle Forum that Ningde Times will release "Kirin Battery" in April this year. Its system weight, energy density and volume energy density continue to lead the industry to the highest level. According to Ningde Times, under the same chemical system and the same battery pack size, the electricity of Kirin battery pack can be increased by 13% compared with 4680 system.

As early as after the release of 4680 battery technology, well-known car companies such as Tesla and Panasonic have expressed great interest in it. Considering that the "Kirin battery" to be released in Ningde era will perform better than 4680 batteries in terms of energy density and mileage, once the battery is released, it will undoubtedly be a major breakthrough for new energy car races.

Stimulated by the news, Kirin battery-related stocks rose sharply in early trading, with Ningde rising more than 5% in intraday trading. When investors asked the relevant companies on the interactive platform, Jiangsu Cathay Pacific replied that the lithium-ion battery electrolyte produced by the company was suitable for Kirin batteries, while copper crown copper foil also said that Ningde Times was one of the company's main customers. Hesheng shares said that the company maintains deep cooperation with end customers, and CTP technology has always followed the latest technology route, but the company has signed a "confidentiality agreement" with customers to disclose specific customer technical problems.

In addition to battery news, leading lithium mining company Ganfeng Lithium also announced its progress on mining layout last night. Ganfeng Lithium said it had recently received notification from Ganfeng International, Mali Lithium B.V., a Dutch company called SPV. Has been officially established, Ganfeng International now holds a 50% stake in Mali Lithium Industry. The transfer of the Goulamina spodumene mining license to a wholly owned subsidiary of Malian Lithium has been completed recently, and the change of equity and mining rights involved in the exchange has been successfully completed. "View details

Not only that, Ganfeng Lithium Industry also took over a 100% stake in Tianyuan Lithium Materials Company. According to public data, the company is mainly engaged in the manufacture, processing and sales of battery-grade lithium carbonate, industrial-grade lithium carbonate, lithium battery cathode materials and so on.

Recently, according to the spot price of SMM, the price of battery-grade lithium carbonate, one of the raw materials of power battery, has stabilized at 503000 yuan / ton since March 16.

"Click to order to view the spot historical price of SMM new energy products.

The latest SMM research shows that the current lithium supply side has increased significantly since March, while the total output of cathode materials downstream in April has no obvious blame for you, showing a flat or slightly rising situation as a whole. Under the interaction between supply and demand, the gap between supply and demand of lithium carbonate may be narrowed gradually, and the tight balance is approaching in April. At the same time, the wait-and-see mood of each link of the industrial chain is increasing, and the game state is still continuing. For the future trend of lithium carbonate prices, SMM believes that lithium carbonate prices are expected to change in the near future downstream month-end mining preparation, the price still has a certain correction risk. "View details