Contemporary Amperex Technology Co.Limited(300750) was suddenly on sale!
Today, Contemporary Amperex Technology Co.Limited(300750) was hit by capital again, and the share price once plunged by more than 8%. In February, Contemporary Amperex Technology Co.Limited(300750) share prices fell continuously, with a cumulative decline of nearly 15%, and the market value evaporated by nearly 200 billion yuan. According to the statistics of securities times and databao, on February 9, northbound capital sold Contemporary Amperex Technology Co.Limited(300750) 41 million yuan again, which was the fifth consecutive day of net sales. During this period, the stock was sold by Shenzhen Stock connect for a total of 15.377 billion yuan, with a total net sales of 2.662 billion yuan.
What happened? On February 8, the company responded to the online message that ” Contemporary Amperex Technology Co.Limited(300750) is seeking help from professional institutions in the United States to inquire about the possibility of being sanctioned by the United States” and other relevant information: This is untrue information.
But there is another worry in the market: the mass production line of iron chromium liquid flow battery stack is put into operation, and this energy storage technology route is recognized by relevant parties. Some market participants are also worried that the technology may affect Ningde’s valuation.
To this end, the Chinese reporter of the securities company contacted the relevant person in charge of Contemporary Amperex Technology Co.Limited(300750) , but as of press time, there was no response.
it is worth mentioning that on February 9, Sungrow Power Supply Co.Ltd(300274) chairman Cao Renxian led a team to visit Contemporary Amperex Technology Co.Limited(300750) headquarters and held a discussion with Contemporary Amperex Technology Co.Limited(300750) chairman Zeng Yuqun. The two sides had in-depth exchanges on further strengthening global cooperation in energy storage and other new energy fields. But today, the share price of Sungrow Power Supply Co.Ltd(300274) also plunged nearly 6%.
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This morning, the first brother of lithium battery Contemporary Amperex Technology Co.Limited(300750) fell sharply again. By the end of the morning, the decline was still nearly 8%. Affected by Contemporary Amperex Technology Co.Limited(300750) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Eve Energy Co.Ltd(300014) once fell by more than 5%, followed by Zhejiang Chint Electrics Co.Ltd(601877) , Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) , Shenzhen Hopewind Electric Co.Ltd(603063) , Kehua Data Co.Ltd(002335) , Ginlong Technologies Co.Ltd(300763) .
The energy storage index also fell sharply.
Affected by Contemporary Amperex Technology Co.Limited(300750) , the gem once fell by nearly 2.4%.
So, why did Contemporary Amperex Technology Co.Limited(300750) fall? On Tuesday, the stock had a sharp decline. At that time, the market spread that Contemporary Amperex Technology Co.Limited(300750) was seeking help from professional institutions in the United States to inquire about the possibility of being sanctioned by the United States. But soon, the company responded: “it is untrue information about the possibility of Netcom consulting American institutions about being sanctioned.”
However, in terms of technical route, there is bad news. According to China Securities News, the “Ronghe No. 1” iron chromium liquid flow battery stack mass production line with independent intellectual property rights of state power investment has been put into operation.
Each production line can produce 5000 30kW “Ronghe 1” battery stacks every year, marking that the final blocking point of quantitative supply has been completely opened. Iron chromium flow battery energy storage technology has entered the stage of commercial application from the laboratory, providing a new solution for large-scale and long-term energy storage in the power industry. At the same time, after the demonstration project of chromium liquid storage system in Inner Mongolia is put into operation at the end of this year, it is expected that the national chromium liquid storage system in Huo river will be the largest in the world.
Iron chromium liquid flow battery energy storage technology is known as one of the electrochemical energy storage technologies with the longest and safest energy storage time. The electrolyte solution of this technology is aqueous solution, which will not explode. It can realize the flexible customization of power and capacity on demand, and has the advantages of long cycle life, good stability, easy recovery, wide operating temperature range and low cost. It is in line with China’s large-scale New power system with long-term energy storage demand.
In addition, the market believes that the continuous rise in lithium ore prices may also squeeze the space of the existing energy storage technology route.
It is worth mentioning that the performance of Contemporary Amperex Technology Co.Limited(300750) is not poor. The company released the performance forecast for 2021. It is estimated that the net profit attributable to the parent company will reach 14-16.5 billion yuan in 2021, with a year-on-year increase of 150.75% – 195.52%; Deduct non net profit of RMB 12-14 billion, with a year-on-year increase of 181.38% – 228.28%. According to the performance forecast, the company expects to realize a net profit attributable to the parent company of 6.25-8.75 billion yuan in 2021q4, with a year-on-year increase of 180.8% – 293.1% and a month on month increase of 91.3% – 167.8%; Deduct 5.4-7.4 billion yuan of non-profit, with a year-on-year increase of 218.0% – 335.9% and a month on month increase of 101.0% – 175.5%. The company’s forecast performance exceeded market expectations.
Boc International (China) Co.Ltd(601696) said that considering the sales expectation of new energy vehicles, the progress of the company’s capacity expansion and customer expansion, we adjusted the predicted earnings per share of Contemporary Amperex Technology Co.Limited(300750) from 2021 to 2023 to 6.50/12.02/18.02 yuan (the original predicted earnings per share was 4.57/8.52/11.10 yuan), corresponding to 88.5/48.8/31.9 times of P / E; Maintain buy rating.
the two leaders just met, Sungrow Power Supply Co.Ltd(300274) fell
interestingly, Sungrow Power Supply Co.Ltd(300274) was also brought to collapse.
According to Sungrow Power Supply Co.Ltd(300274) news, on February 9, Sungrow Power Supply Co.Ltd(300274) chairman Cao Renxian led a team to visit Contemporary Amperex Technology Co.Limited(300750) headquarters and held a discussion with Contemporary Amperex Technology Co.Limited(300750) chairman Zeng Yuqun. The two sides had in-depth exchanges on further strengthening global cooperation in new energy fields such as energy storage.
Cao Renxian expressed admiration for the development achievements of Contemporary Amperex Technology Co.Limited(300750) in battery technology R & D and manufacturing, and proposed that the two sides should continue to deepen the product innovation and global application cooperation of energy storage systems such as cell and energy storage converter.
Zeng Yuqun welcomed Cao Renxian and his delegation, thanked Sungrow Power Supply Co.Ltd(300274) for their trust and support, and looked forward to further expanding cooperation with Sungrow Power Supply Co.Ltd(300274) to jointly provide first-class solutions and services for global new energy applications.
The unit is also different from Contemporary Amperex Technology Co.Limited(300750) . According to the data, among the active stocks traded in the Shenzhen Shanghai Stock connect on February 8, Sungrow Power Supply Co.Ltd(300274) traded 1.293 billion yuan throughout the day, with a net purchase of 196 million yuan, which was the fourth consecutive day of net purchase. During this period, the stock was traded by the Shenzhen Stock connect for a total of 4.733 billion yuan, with a total net purchase of 1.118 billion yuan. On January 26, the company said on the investor interaction platform that the company had sufficient orders.
It is worth mentioning that just a short time ago, there was a major positive in the industry. The national development and Reform Commission and the National Energy Administration jointly issued the opinions on improving the institutional mechanisms and policies and measures for green and low-carbon energy transformation, which proposed to promote the construction of an energy supply system dominated by clean and low-carbon energy. Focusing on deserts, Gobi and desert areas, accelerate the construction of large-scale wind power and photovoltaic power generation bases, upgrade and transform the existing coal-fired power units in the region, explore and establish a mechanism for coordination between the sending and receiving ends to provide regulation for the transmission of new energy power, and support the construction, combination and development of new energy power. But it did not bring some positive stimulus to the stock price.
