Lithium battery, Cecep Solar Energy Co.Ltd(000591) all kneel!
this morning, the two main players of the new energy track, lithium batteries and Cecep Solar Energy Co.Ltd(000591) silicon chips, fell across the board. The leading Contemporary Amperex Technology Co.Limited(300750) plunged by more than 7%, and the market value evaporated by nearly 100 billion yuan. The Cecep Solar Energy Co.Ltd(000591) leader Tongwei Co.Ltd(600438) with a market value of more than 180 billion and Xinjiang Daqo New Energy Co.Ltd(688303) with a market value of more than 110 billion also fell sharply. What the hell happened?
Analysts believe that the sharp decline of lithium battery is mainly due to three bad news: first, zhongkehai sodium has reached cooperation with China Three Gorges Renewables (Group) Co.Ltd(600905) , Three Gorges capital and the people’s Government of Fuyang City, Anhui Province to jointly build the world’s first large-scale mass production line of sodium ion battery. The planned production capacity of the production line is 5gwh, which is constructed in two phases. Phase I 1GWh will be officially put into operation in 2022. Second, according to the Qinghai Tibet scientific research, new geological discoveries jointly form a huge lithium ore belt with a length of about 4000 kilometers. Third, the market is worried that the vehicle manufacturers cannot afford the price increase of lithium carbonate + the decline of subsidies.
The decline of Tongwei Co.Ltd(600438) and Xinjiang Daqo New Energy Co.Ltd(688303) may be due to the expansion of production. Recently, Hong Kong poly GCL energy issued a placement announcement. The net proceeds are expected to be HK $4.994 billion, of which 39.6% and 51.5% will be used for Inner Mongolia silane fluidized bed process granular silicon and supporting silicon powder project and Jiangsu Zhongneng silane fluidized bed process granular silicon project respectively. It is reported that in this placement, Hillhouse won nearly half of poly GCL’s share – 1 billion new shares, which cost about HK $2.49 billion and obtained nearly 4% equity. Tongwei and Daquan are important manufacturers of silicon materials. With the expansion of production capacity, the price of silicon material is expected to fall sharply.
Contemporary Amperex Technology Co.Limited(300750) a large area
In early trading today, Kweichow Moutai Co.Ltd(600519) once made the index full of hope. However, the core characteristics of the decline of most stocks are doomed to be not too calm today. If not, Contemporary Amperex Technology Co.Limited(300750) suddenly started the journey of tyranny today.
as of midday closing, Contemporary Amperex Technology Co.Limited(300750) plunged 7.08%, and the market value evaporated nearly 100 billion yuan.
As a result, the gem index once fell by more than 2%, down nearly 70 points, and Contemporary Amperex Technology Co.Limited(300750) contributed 51 points. As of midday closing, the decline narrowed to 1.81%.
The lithium battery sector almost fell across the board, especially the lithium mine. The lithium mine index once fell by more than 4%. As of midday closing, the decline narrowed to 3.88%.
This is still happening against the background of the sharp rise in the price of lithium carbonate. According to the data of Shanghai Nonferrous Metals network, on December 23, the average spot price of domestic battery grade lithium carbonate reached 250000 yuan / ton, an increase of 4000 yuan / ton compared with the 22nd, continuing to set a new record, rising by more than 4000 yuan / ton for the third consecutive trading day. Meanwhile, battery grade lithium hydroxide also rose 4000 yuan / ton on the 23rd to 212000 yuan / ton.
Cecep Solar Energy Co.Ltd(000591) the silicon wafer sector also saw a decline. Tongwei Co.Ltd(600438) fell more than 5%, and Xinjiang Daqo New Energy Co.Ltd(688303) fell nearly 4%.
From the industry point of view, the prosperity of these two markets still exists, especially electric vehicles. So, what happened?
three bad attacks on Xinneng vehicles
From the electric vehicle sector, there are three bad news.
first, on December 23, China Three Gorges Renewables (Group) Co.Ltd(600905) official wechat announced that recently, the company signed a cooperation agreement on sodium ion battery production line with Three Gorges capital, zhongkehai sodium and Fuyang municipal government of Anhui Province. all parties will build a large-scale production line of 1 GWH sodium ion battery in Fuyang, and the production line is expected to be officially put into operation next year. In the future, all parties will jointly promote the construction of a sodium ion battery production line of no less than 30 GWH. It is worth mentioning that Contemporary Amperex Technology Co.Limited(300750) also released the company’s first sodium ion battery this year, and plans to basically form an industrial chain in 2023.
The market may think that selling sodium ion batteries such as China Three Gorges Renewables (Group) Co.Ltd(600905) may have a certain impact on the market of Contemporary Amperex Technology Co.Limited(300750) . In addition, the stock price before Contemporary Amperex Technology Co.Limited(300750) was at an all-time high, so it formed a strong selling pressure.
second, according to China News Agency, it was learned from Qinghai Geological Survey Institute on December 23 that geological researchers found a granite megalite belt related to the mineralization of Indosinian rare metals lithium, beryllium, tungsten and tin in Bayan Kara area of Qinghai Province, which is a giant lithium ore belt of markang Yajiang Karakoram. the zarigana caolong Indosinian lithium beryllium tungsten ore belt in the middle of the Songpan Ganzi Hoh Xil Karakoram block in the north of the Qinghai Tibet Plateau is connected with the Karakoram Indosinian Dahongliutan and Bailongshan lithium beryllium deposits in the west of the block and the West Sichuan Indosinian methylka lithium beryllium deposits in the East, Together, it forms a complete Karakoram caolong methylka giant lithium ore belt with a length of about 4000 kilometers and nearly East-West distribution.
lithium travels all over the world because of the lack of lithium. However, with the discovery of the giant lithium ore belt, the expectation of lithium shortage may be impacted, so the lithium ore index fell sharply.
third, Tianfeng Securities Co.Ltd(601162) believes that the main reason for the adjustment of electric vehicles is that the second-line battery factory of the high trade union feeds back that the demand is too good. The volume next year is three times that of this year, and the market is worried about the restriction of lithium carbonate, at the same time, the battery factory believes that the whole vehicle factory must accept the battery price increase from next year, and the price increase is linked with lithium carbonate, and the market is worried that the whole vehicle factory cannot bear the price increase + subsidy decline of lithium carbonate.
from a strategically advantageous position, the 300 billion giant also knelt
The decline of Tongwei and Daquan (with a market value of nearly 300 billion yuan) may be related to poly GCL.
Recently, Hong Kong poly GCL Energy announced that the placement was completed on December 22, and a total of about 2.037 billion shares have been placed to no less than 6 independent third-party assignees; The net proceeds are expected to be HK $4.994 billion, of which 39.6% and 51.5% will be used for Inner Mongolia silane fluidized bed process granular silicon and supporting silicon powder project and Jiangsu Zhongneng silane fluidized bed process granular silicon project respectively.
It is reported that in this placement, Hillhouse won nearly half of poly GCL’s share – 1 billion new shares, which cost about HK $2.49 billion and obtained nearly 4% equity; China Molybdenum Co.Ltd(603993) Yu Yong / Hongshang group, the actual controller, also invested HK $1482 million to purchase 595 million shares of the company, accounting for 29.21% of the total placing shares; After the completion of the increase, its equity ratio increased to 6.57%. In addition, long-term investors such as Xinhua assets participated in the placement.
According to the data, in November, 51000 tons of high-purity crystalline silicon in phase II of Yongxiang new energy and 20000 tons of granular silicon in Xuzhou of poly GCL were officially put into operation. In the follow-up, including Tongwei Co.Ltd(600438) two 50000 T / a capacity projects in Leshan, Sichuan and Baoshan, Yunnan, the new capacity of Xinjiang Daqo New Energy Co.Ltd(688303) 35000 T / a capacity projects will be put into operation successively, and the total new capacity in the fourth quarter will reach 155000 T / A. By the end of this year, the production capacity of poly GCL, Tongwei Co.Ltd(600438) , Xinte energy, Xinjiang Daquan and other silicon enterprises is expected to reach 630000 tons by the end of this year and 1.12 million tons by the end of next year.
analysts believe that with the expansion of silicon material production capacity, the possibility of silicon material price falling greatly increases, which may have a certain impact on relevant enterprises.
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