Tesla's 4680 battery output reached 1 million in January, and the performance of concept stocks generally increased in 2021.
"urban mines" written into the policy of promoting steady growth of industrial economy
On February 18, the national development and Reform Commission and other 12 departments jointly issued the notice on printing and Distributing Several Policies to promote the steady growth of industrial economy. In the policy of ensuring supply and price stability, the notice proposes to promote the comprehensive utilization of renewable resources such as scrap steel, waste non-ferrous metals and waste paper, and improve the guarantee capacity of "urban mines" for resources.
Garbage is a resource misplaced. "Urban mine" is an image metaphor for the recycling of waste resources. It refers to the extraction of recyclable resources such as steel, metal, plastic and rubber from the waste mechanical and electrical equipment, wires and cables, automobiles, electronic products and plastic packaging produced in the process of economic development.
The concept of urban mine is similar to that of solid waste treatment and resource recovery, and is in line with the general direction of the national "double carbon" strategy. According to the announcement on improving the value-added tax policy for comprehensive utilization of resources jointly issued by the Ministry of Finance and the State Administration of Taxation, the comprehensive utilization of resources industry will also usher in significant tax benefits from March 1.
Securities Times · databao combed the concept stocks of urban mines in the A-share market, which are mainly related to the recovery of metals, electronic products, rare earths and other resources. All 12 shares of have risen since February, with an average increase of 13.59%, while Hangzhou Dadi Haiyang Environmental Protection Co.Ltd(301068) , Tus Environmental Science And Technology Development Co.Ltd(000826) , Anhui Chaoyue Environmental Protection Technology Co.Ltd(301049) 3 shares rose by more than 24%. In terms of agency rating, Beijing Geoenviron Engineering & Technology Inc(603588) and Gem Co.Ltd(002340) have attracted the attention of more than 10 rating agencies.
Among the 10 shares that have issued the performance forecast, based on the median increase in net profit, the net profit of Miracle Automation Engineering Co.Ltd(002009) , Jiangsu Huahong Technology Co.Ltd(002645) , Gem Co.Ltd(002340) , Hootech Inc(301026) 4 shares is expected to double in 2021, and the net profit of the two shares is expected to decline year-on-year.
Tesla has produced 1 million 4680 batteries
On February 19, Tesla tweeted, "celebrate the one million 4680 batteries we produced in January!" Some analysts believe that although the number is small, it marks that 4680 batteries have officially entered the mass production stage.
In 2020, Tesla launched the new 4680 battery for the first time. Named after its size, the 4680 battery is a cylindrical battery with a diameter of 46mm and a height of 80mm, which is 5.48 times the volume of 21700 battery. According to Tesla battery Day Disclosure, the new electrodeless ear and size make the battery range increase by 16%, the production cost decrease by 14%, the power output increase by 6 times and the energy increase by 5 times. When the tweet was released, Tesla is expected to start delivering a new model y with 4680 batteries.
Earlier, musk proposed a plan when releasing the concept of 4680 battery on battery day. The output of 4680 battery will reach 100GWh a year in 2022 and 3twh a year in 2030 Tesla models equipped with 4680 batteries include modely, cybertruck and semi Haitong Securities Company Limited(600837) it is estimated that the output of modely will reach 1 million in 2022; After cybertruck and semi achieve mass production in 2023, the output will reach 250000-300000 vehicles / year and 100000 vehicles / year respectively.
According to the data of electric vehicle database, the battery capacity of a modely, cybertruck and semi is 75kwh, 250kwh and 500kwh respectively Based on this calculation, the output demand of 4680 batteries will be about 75gwh in 2022 and about 3.16twh in 2030, an increase of about 4113%. The value is basically consistent with Musk's plan.
The performance of 4680 battery concept stocks generally increased
Guoyuan Securities Company Limited(000728) believes that 4680 battery can greatly improve the cost performance of high nickel ternary battery, which is expected to bring obvious technology upgrading dividends to ternary technology route and greatly improve the competitiveness of ternary high nickel battery. Relevant power battery manufacturers arranged in advance, high processing silicon materials of upstream raw materials and head suppliers of nickel raw materials are expected to benefit.
Data treasure combed the list of 4680 battery concept stocks. In terms of market performance, affected by the overall correction of the battery sector, 19 concept stocks have fallen by an average of 3.47% since February. Five stocks, including Contemporary Amperex Technology Co.Limited(300750) , Zhejiang Hangke Technology Incorporated Company(688006) , Shenzhen United Winners Laser Co.Ltd(688518) , led the decline, with declines of more than 10%; Only Zhejiang Huayou Cobalt Co.Ltd(603799) , China Baoan Group Co.Ltd(000009) , Jdm Jingda Machine(Ningbo)Co.Ltd(603088) and Jiangmen Kanhoo Industry Co.Ltd(300340) 4 shares recorded gains in the same period.
In terms of agency rating, leader Contemporary Amperex Technology Co.Limited(300750) still received the most attention, with 41 rating agencies ; There are also more than 20 agencies involved in the rating of Beijing Easpring Material Technology Co.Ltd(300073) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Zhejiang Huayou Cobalt Co.Ltd(603799) and Shanghai Putailai New Energy Technology Co.Ltd(603659) stocks.
Under the background of the outbreak of new energy vehicles and lithium batteries in 2021, the performance of concept stocks in the whole year was brilliant, most of which were pre increased in the same direction, and only Jiangmen Kanhoo Industry Co.Ltd(300340) was a year-on-year turnaround. Based on the median increase in net profit, 13 shares that have issued performance forecasts have increased by more than 50%, and 10 shares are expected to double. Ningbo Shanshan Co.Ltd(600884) takes the lead. The company expects the net profit to increase by 2146% - 2356% year-on-year in 2021, which is mainly due to the improvement of new energy vehicle view and the significant increase of lithium battery material sales and profitability year-on-year. In addition, the net profit of Guangzhou Tinci Materials Technology Co.Ltd(002709) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Shenzhen Kedali Industry Co.Ltd(002850) 3 shares increased by more than 200%.
In terms of industrial chain, Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) will be put into mass production of Tesla 4680 battery in 2022, Cngr Advanced Material Co.Ltd(300919) , Guangdong Fangyuan Environment Co.Ltd(688148) positive material precursor business will both enter Tesla supply chain, Zhejiang Hangke Technology Incorporated Company(688006) has completed the prototype of 4680 battery and delivered to customers, Shenzhen Yinghe Technology Co.Ltd(300457) will supply key equipment to meet the production of 4680 battery.
Tesla announced that it has produced 1 million 4680 batteries, and these industrial chain companies will benefit
Tesla 4680 battery accelerated shipment and kicked off the reform of the industrial chain
