"lithium" Hi! Today is a day of strong rebound of lithium concept sector. In addition, the precious metal sector suddenly strengthened in a straight line in the afternoon
some institutions said that in the medium and long term, the lithium battery industry still maintained a high boom trend and ushered in a good opportunity for layout after correction.
"Lithium" Hi! Today is a day of strong rebound of lithium concept sector.
On the disk, the track sector led by lithium battery rebounded, and other track sectors such as precious metals, photovoltaic, wind power and chips were also active. In addition, the environmental protection sector strengthened stimulated by the news, Qingdao Greensum Ecology Co.Ltd(300948) , Bceg Environmental Remediation Co.Ltd(300958) 20cm limit.
In the afternoon, the safe haven sector was active, and gold stocks rose sharply, Hunan Gold Corporation Limited(002155) , Western Region Gold Co.Ltd(601069) limit.
Tourism hotels, engineering consulting services, education, cultural media, airports and other sectors led the decline.
As of the closing on February 17, the Shanghai index rose 0.06%, the Shenzhen Composite Index rose 0.35% and the gem index rose 0.76%. Northbound funds bought a net 1.72 billion yuan throughout the day, including 1.637 billion yuan in Shanghai Stock connect and 83.48 million yuan in Shenzhen Stock connect
lithium concept strengthens with the "periodic table of elements"
"Lithium" Hi, it is also strong with some "periodic table" friends!
The concept of lithium extraction from Salt Lake is strong today, and the concept sectors such as phosphorus chemical industry, fluorine chemical industry, sodium ion battery, helium, lithium battery and silicone are also relatively strong.
As of the closing on February 17, the salt lake lithium concept sector led the rise with a strong increase of 5.3%, dominating a shares. In terms of related stocks, Bgt Group Co.Ltd(300774) led the rise with an increase of 13.87%, and many stocks such as East China Engineering Science And Technology Co.Ltd(002140) , Poten Environment Group Co.Ltd(603603) , Jinyuan Ep Co.Ltd(000546) , Tianqi Lithium Corporation(002466) rose by the limit. In addition, Shenzhen Sunrise New Energy Co.Ltd(002256) , Ganfeng Lithium Co.Ltd(002460) , Chengxin Lithium Group Co.Ltd(002240) , Tibet Mineral Development Co.Ltd(000762) , Qinghai Salt Lake Industry Co.Ltd(000792) , Keda Industrial Group Co.Ltd(600499) and other stocks rose by more than 5%, ranking in the forefront of the increase.
On the news side, the sales agreement price of electronic lithium carbonate bill of lading reached 470 yuan / kg. In addition, Tesla signed a large lithium ore purchase order with Australian lithium miners to purchase 100000 dry metric tons of spodumene concentrate in the first year.
The concept of lithium extraction from salt lake was followed by the concept sectors of blade battery, phosphorus chemical industry, aerosol detection, PVDF concept and fluorine chemical industry, with an increase of 4.16%, 3.8%, 3.04%, 2.91% and 2.86% respectively.
Today, "lithium" leads hi a shares, which has aroused the curiosity of many investors about the reasons for its rebound.
In this regard, Hu Po, fund manager of private placement network, said in an interview with the reporter of international finance that last year, due to the high prosperity, crowded track and high expectation of the lithium battery sector, the lithium battery sector experienced a relatively large correction under the expectation of double carbon correction and capacity improvement at the beginning of this year. After the adjustment, especially under the influence of the recent price increase of lithium mines in Australia, there has been a relatively large rebound in the lithium battery sector recently.
He Jinlong, general manager of Meili investment, told the reporter of the international finance news that the enterprises in the lithium concept sector are high growth track stocks. Although the share price in the secondary market was corrected some time ago, the fundamentals have not changed, and the annual report market is generally expected
environmental protection unit welcomes policy warm air
After 40 years of soil re survey, the environmental protection unit welcomed the policy warm wind and performed well today.
As of the closing on February 17, the environmental protection industry closed up 2.67%, ranking at the forefront of the industry sector.
In terms of related stocks, Qingdao Greensum Ecology Co.Ltd(300948) , Bceg Environmental Remediation Co.Ltd(300958) gained 20cm daily limit today. In addition, Bgt Group Co.Ltd(300774) , Kingland Technology Co.Ltd(000711) , Tus Environmental Science And Technology Development Co.Ltd(000826) , Tianjin Lvyin Landscape And Ecology Construction Co.Ltd(002887) , Poten Environment Group Co.Ltd(603603) all rose by more than 10%, with Zhejiang Zone-King Environmental Sci&Tech Co.Ltd(688701) , Inner Mongolia M-Grass Ecology And Environment (Group) Co.Ltd(300355) , Tianyuan environmental protection and other stocks among the top gainers.
In terms of news, on February 16, the State Council issued the notice on carrying out the third national soil survey (hereinafter referred to as the notice), which decided to carry out the third national soil survey from 2022 and use four years to comprehensively find out the soil quality of agricultural land. The notice specifies the general requirements, objects and contents, time arrangement, organization and implementation, fund guarantee and work requirements of the census.
The circular specifies that the census objects are the soil of agricultural land such as cultivated land, garden land, forest land and grassland and some unused land. Among them, woodland and grassland focus on the land related to food production, and unused land focus on the land related to arable land resources, such as saline alkali land. The general survey mainly includes four aspects: general survey of site conditions, including landform, hydrogeology, etc; General survey of properties, including organic matter, pH, nutrients, color, texture and other physical and chemical properties; General survey of soil types, including verification, supplement and improvement of soil types under different parent materials, different climatic conditions, different landforms and different utilization conditions; General survey of utilization, including basic information such as irrigation and drainage facilities, plant growth and planting system, as well as the use of fertilizers, pesticides, agricultural film and other inputs.
Capital Securities said that under the background of steady growth, infrastructure investment is an important way, and environmental infrastructure investment will also become an important field of steady growth. Environmental protection enterprises in the fields of sewage treatment, domestic waste treatment, solid and hazardous waste treatment and recycling will usher in more business opportunities. At the same time, the improvement of the price charging system in the field of environmental protection is expected to further improve the profitability of environmental protection enterprises. Maintain the investment rating of "optimistic" for the industry
precious metal sector pulled up and strengthened
In the afternoon, affected by risk aversion, the index fluctuated and fell in the afternoon. At the same time, the precious metal sector suddenly pulled up and strengthened in a straight line.
As of the closing of the day, the precious metals sector rose 4.59%, ranking second in the industry sector.
In terms of related stocks, Hunan Gold Corporation Limited(002155) , Western Region Gold Co.Ltd(601069) limit, Zhongrun Resources Investment Corporation(000506) , Chenzhou City Jingui Silver Industry Co.Ltd(002716) , Shandong Gold Mining Co.Ltd(600547) and so on were at the forefront of the increase.
"This is just an event driven volatility, and the sustainability of the future remains to be seen." For the direct rise of the precious metal sector in the afternoon, Hu Po believes that in the afternoon, it is rumored that the dispute between Russia and Ukraine has intensified, and Hong Kong stocks and the Nikkei index have plunged to a certain extent. Therefore, the rise of risk aversion has led to some changes in the precious metal sector.
He Jinlong told the reporter of the international finance news that the precious metal sector has pulled back for less than half a year from the end of the third quarter to the fourth quarter of last year, and the continuously weakening market has rebounded triggered by the news.
tourist hotels led the decline
In terms of decline, tourism hotels led the decline of various industry sectors with a decline of 3.52%, with engineering consulting services, education, cultural media, airports and other sectors leading the decline.
In this regard, Zhao Yuanyuan, investment director of Jianhong times, told the reporter of the international finance news that the tourist hotels were strong in the early stage, and walked out of a small trend due to the positive effects of the relaxation of inbound tourism, the approval of Pfizer covid-19 oral medicine in China, and the expectation that China's epidemic blockade policy will be marginal relaxed. Although there has been a slight adjustment in the last three trading days, I think it is difficult to falsify the relevant expectations before the two sessions, and we can participate in the adjustment in the short term. If covid-19 oral medicine does reduce patient risk and promote policy loosening, this short-term opportunity may evolve into a medium-term opportunity.
Hu Po believes that tourism hotels and airports belong to the epidemic recovery sector. When the whole market callback, these sectors have relatively strong defense characteristics. However, in the case of repeated outbreaks in China recently, the adjustment is also within reasonable expectations
how about the future market of lithium concept?
"The lithium sector can participate in the short-term rebound, but it is not recommended to catch up." Zhao Yuanyuan told the international finance news that battery grade lithium carbonate still maintained a 28% increase this month. In addition, Tesla and Australian miners locked in lithium ore supply for five years, which once again highlighted the scarce value, and the news of China's discovery of the third largest lithium ore had a short-term catalytic effect on relevant stocks.
Zhao Yuanyuan further pointed out that lithium battery, as the upstream of new energy vehicles, entered the downward range after the penetration rate of new energy vehicles reached 20%. Therefore, lithium battery stocks need better than expected performance to maintain high consolidation, that is, the product price needs to keep rising. Even under optimistic expectations, the rebound of lithium battery is only restorative, and it is difficult to reach a new high. In addition, lithium prices also face the risk that the US budget plan is less than expected and the promotion of the US low-carbon economy slows down.
"Whether the rebound of lithium concept sector can be sustained mainly depends on the capacity growth of lithium battery sector." Hu Bo told reporters that under the current circumstances, the upstream lithium battery sector will still face certain adjustment pressure. The expectation of a substantial increase in the supply of lithium resources has begun to appear on the disk, so it is difficult for the lithium battery sector to obtain such a large promotion opportunity as last year.
He Jinlong pointed out that in the medium and long term, the high prosperity situation of the lithium battery industry has not ended. After the release of production capacity, there are opportunities for high gross margin battery enterprises with reduced cost pressure, excess profits and excess returns brought by the increase of lithium price, and midstream material companies with highly deterministic performance and obvious industry advantages will also have opportunities for layout after the correction.
Huaan Securities Co.Ltd(600909) pointed out that the lithium battery sector, as a high growth track, adjusted with the market style, mainly due to the influence of capital behavior and emotion, not fundamental changes. In the medium and long term, the lithium battery industry still maintains a high boom trend and ushers in a good opportunity for layout after correction.
In terms of investment opportunities, Huaan Securities Co.Ltd(600909) suggests paying attention to three main lines: first, battery plants with capacity release, cost pressure relief and gross profit recovery; Second, lithium resource companies with high lithium prices and expected to achieve excess profits supported by supply and demand; Third, midstream material link companies with clear pattern, obvious advantages and tight supply and demand.
Huafu Securities pointed out that on the whole, the growth problem worried by the market is expected to be falsified under the rapid growth of lithium batteries and energy storage. At the same time, there are technical barriers for lithium battery leaders, which are difficult for rear row enterprises to surpass. In the later stage, the industry concentration will be concentrated in front row enterprises, and the industry competition pattern will be further improved. The recent correction range of new energy is large, but the fundamentals have not been changed. The overall valuation area is reasonable. It is suggested to focus on the lithium battery and diaphragm sector with excellent industry pattern.
