The lithium battery sector continues to explode.
Earlier, the electronic information department of the Ministry of industry and information technology publicly solicited opinions on the lithium ion battery industry specification conditions (2021 version) (Exposure Draft) and the lithium ion battery industry specification announcement management measures (2021 version) (Exposure Draft).
The specification conditions for lithium ion battery industry (version 2021) (Exposure Draft) proposes that lithium ion battery enterprises and projects should meet the requirements of national laws and regulations on resource development and utilization, ecological environment protection, energy conservation management, safety production, etc., and meet the national industrial policies and relevant industrial planning and layout requirements, It meets the requirements of local land spatial planning and special planning for ecological and environmental protection.
Guotai Junan Securities Co.Ltd(601211) recently held a teleconference, saying that the third round of lithium price rise began this week, and the core reason is the preparation of goods years ago. At present, the price of 195000-200000 is 250000 before the Spring Festival. Next year, the price will rise, and the medium and long-term price will not be capped.
in 2025, the global lithium battery market will exceed US $100 billion
Lithium battery is widely used in automobile, mobile phone, TV and other intelligent terminals. The key characteristics of lithium-ion batteries over other products include ease of access, high energy density, low discharge rate and long life cycle. For a long time, many developed countries have listed electric vehicles as the main target, and further increased the R & D and production of lithium-ion batteries. Due to the high technology, capital and experience required for power battery production and R & D, its supply is increasingly in the hands of a few enterprises, and the market concentration is increasing. With the recovery of the new energy vehicle market, global power lithium battery shipments continue to grow, the future shipments will maintain an increase of more than 15%, and the scale of the global lithium-ion battery market continues to expand.
Driven by the growth of global demand for electric vehicles, consumer electronics and energy storage solutions, it is estimated that the global lithium-ion battery market will exceed US $100 billion by 2025. Easy access, high energy density, low discharge rate and long life are some key characteristics that make lithium-ion batteries superior to similar products, and are expected to promote global market revenue.
lithium battery plate continues to explode
The performance of 5 undervalued stocks is expected to continue to explode
Stimulated by the good news from all aspects, the trend of lithium battery sector in recent two days is very strong. The increase of salt lake lithium extraction rushed to the first position of the plate on November 18, Tibet Summit Resources Co.Ltd(600338) , Tibet Mineral Development Co.Ltd(000762) strong limit. According to the statistics of data treasure, 79 A-Shares involving lithium batteries have a total market value of nearly 5.7 trillion, Contemporary Amperex Technology Co.Limited(300750) , Tianqi Lithium Corporation(002466) , Byd Company Limited(002594) and other market values, all of which exceed 150 billion yuan.
The P / E ratios of Western Mining Co.Ltd(601168) , Guangdong Dongfang Precision Science & Technology Co.Ltd(002611) , Shenzhen Desay Battery Technology Co.Ltd(000049) are lower than 20 times. According to data treasure statistics, five stocks such as Lecron Industrial Development Group Co.Ltd(300343) , Zhejiang Yongtai Technology Co .Ltd(002326) , Tibet Mineral Development Co.Ltd(000762) increased by more than 200% during the year, while Tianneng Battery Group Co.Ltd(688819) , Farasis Energy (Gan Zhou) Co.Ltd(688567) , Nanjing Hanrui Cobalt Co.Ltd(300618) decreased by more than 10%.
According to the statistics of data treasure, there are only five stocks with a P / E ratio of less than 30 times and the predicted net profit growth of institutions is expected to exceed 20% in 2021 and 2022, namely Xiamen Tungsten Co.Ltd(600549) , Camel Group Co.Ltd(601311) , Hengdian Group Dmegc Magnetics Co.Ltd(002056) , Guangdong Dongfang Precision Science & Technology Co.Ltd(002611) and Shenzhen Desay Battery Technology Co.Ltd(000049) , of which Camel Group Co.Ltd(601311) has initially formed a circular industrial chain layout of lithium battery R & D, production, sales and recycling. At present, the company has advanced lithium-ion battery automation production line. Xiamen Tungsten Co.Ltd(600549) Organization predicts that its net profit is expected to double this year. The company's lithium battery business is mainly the R & D, production and sales of lithium-ion battery cathode materials, and its main products are lithium cobaltate, nickel cobalt manganese ternary materials, etc.
The Ministry of industry and information technology solicited opinions on lithium battery industry norms: encourage lithium battery enterprises to recycle resources and reuse
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(data treasure)
