today's disk
Today, the Shanghai and Shenzhen stock markets showed a shock adjustment pattern as a whole. The three major indexes opened low across the board, and then rebounded, but the rebound was weak. Near midday, the index retreated again, and the overall weak pattern was obvious. Among them, the gem index fell by more than 1%.
From the industry sector growth ranking, the mining industry, precious metals, combustible ice, oil and gas equipment and services, gas, diamond cultivation, shale gas, natural gas, gold concept and other sectors led the rise, while the digital currency, Huawei shengteng, smart government, Internet services, state-owned cloud concept, digital economy, holographic technology and other sectors led the decline. By the end of the publication, there were more than 1100 gainers and more than 3400 losers, with poor profit-making effect. Northbound funds sold a net 2.6 billion.
message interpretation
According to national regulations, when the power battery capacity decays to less than 80% of the rated capacity, it faces retirement and forced recycling. Recently, due to the sharp rise in the prices of raw materials such as nickel, cobalt and lithium, the recycling price of power batteries has also soared. In a waste battery recycling factory in Longnan, Ganzhou, Jiangxi Province, the person in charge said that at the lowest point last year, the price of recycling was only 60% compared with that of new products. Now the discount coefficient has basically doubled, and 120% has been dared to shout.
According to the data of China Automotive Technology Research Center, in 2020, the number of Shanxi Guoxin Energy Corporation Limited(600617) vehicles has reached 4.92 million, and 200000 tons (about 25gwh) of power batteries have been retired. In 2025, the capacity of waste power batteries to be recycled in China is expected to reach 137.4gwh, five times higher than that in 2020.
Therefore, under the background of double carbon target, the sales volume of new energy vehicles is increasing, which drives the downstream battery recycling. Therefore, this direction also ushers in investment opportunities, and the high-quality targets in subdivided fields deserve attention.
should focus on strategies and directions
Although the uncertainty of China's currency index and the broad-based capital index are still rising at the bottom of the market, and the possibility of the continuous decline of China's currency index and the broad-based capital index is still obvious, The probability of the position continues to fluctuate, so we still need to continue to control the position.
