Core view
Market review: last week, the power equipment sector closed at 112939 points, up 4.3%. The Shanghai Composite Index closed at 3451.4 points, down 39.35 points; Shenzhen Component Index closed at 134129 points, down 0.3%; Gem closed at 2855.8 points, up 1%. Among the lithium new energy vehicles, the negative electrode of lithium battery increased by 7%, the electrolyte of lithium battery increased by 4.7%, the positive electrode of lithium battery increased by 4.6%, the energy metal increased by 4.1%, the lithium battery increased by 3.6%, and the new energy vehicles increased by 2.7%. In terms of key stocks, the top five gainers were Shenzhen Dynanonic Co.Ltd(300769) up 12.93%, Jiangxi Special Electric Motor Co.Ltd(002176) up 9.67%, Shanghai Putailai New Energy Technology Co.Ltd(603659) up 9.47%, Shantou Wanshun New Material Group Co.Ltd(300057) up 8.86%, Guangzhou Tinci Materials Technology Co.Ltd(002709) up 8.10%. The top five increases in the industry were Shenzhen Dynanonic Co.Ltd(300769) up 12.93%, Ningbo Shanshan Co.Ltd(600884) up 11.08%, Hunan Zhongke Electric Co.Ltd(300035) up 10.62%, Anhui Estone Materials Technology Co.Ltd(688733) up 10.25%, Guizhou Zhenhua E-Chem Inc(688707) -u up 10.11%.
Price tracking of industrial chain: in the lithium battery market, the price of lithium series products is rising, and the price of cathode materials is at a high level. The price of lithium hydroxide was 416500 yuan / ton, with a year-on-year increase of 39000 yuan / ton or 12.28%. The price of lithium carbonate (battery grade) was 485000 yuan / ton, a year-on-year increase of 32500 yuan / ton or 7.18%. The price of lithium iron phosphate (power type) was 160000 yuan / ton, a year-on-year increase of 17000 yuan / ton or 11.89%. The price of electrolytic cobalt was 548000 yuan / ton, a year-on-year increase of 13500 yuan / ton or 2.43%.
Industry news: ideal automobile announces the fourth quarter and full year financial report of 2021; Ideal automobile invested RMB 400 million to increase the capital of Sunwoda Electronic Co.Ltd(300207) battery company; With an investment of 48 billion yuan, vision technology has arranged power battery production and other projects in Shiyan, Hubei Province; Stellantis group announced its product plan for 20222023: 17 new energy vehicles will be launched.
Announcement of key companies: Shenzhen Desay Battery Technology Co.Ltd(000049) : Guangdong Desai silicon praseodymium Technology Co., Ltd., a wholly-owned subsidiary of the company, signed the investment and construction agreement for SIP packaging industry R & D, production, sales and construction projects Anhui Estone Materials Technology Co.Ltd(688733) : the company’s 2021 annual performance express announced that the net profit was 108 million yuan, 139.98% year-on-year Jiangsu Cnano Technology Co.Ltd(688116) : the 2021 annual performance express announced that the net profit attributable to the owner of the parent company after deducting non recurring profits and losses was 265678100 yuan, a year-on-year increase of 247.65% Ningbo Ronbay New Energy Technology Co.Ltd(688005) : the net profit attributable to the owner of the parent company after deducting non recurring profits and losses was 814 million, with a year-on-year increase of 408.01%;
Risk warning: the sales of new products are less than expected; The Sino US trade war intensified; Industry competition intensifies risks.
