On December 24, the global power battery leader Contemporary Amperex Technology Co.Limited(300750) (300750, hereinafter referred to as Contemporary Amperex Technology Co.Limited(300750) ) fell 7.28% to 576.8 yuan, with a turnover of 14.321 billion yuan and a total market value of 1.34 trillion yuan.
According to the ranking data of China’s power battery enterprises in November, Contemporary Amperex Technology Co.Limited(300750) continues to rank first among Chinese enterprises with an installed capacity of 11.45gwh, accounting for 55% of the market.
The impact of the sharp decline of leading stocks led to the overall setback of lithium battery concept stocks, Byd Company Limited(002594) fell 3.82%, Eve Energy Co.Ltd(300014) fell 5.81%, Ganfeng Lithium Co.Ltd(002460) fell 5.41%, driving the battery ETF (159755) down 5.21% and carbon neutralization leading ETF (512580) down 3.21%.
Since this year, the new energy sector has increased surprisingly, Contemporary Amperex Technology Co.Limited(300750) has increased by 43% this year, nearly doubled, and has increased fivefold in two years.
Since the share price hit a record high of 692 yuan on December 3, Contemporary Amperex Technology Co.Limited(300750) has continued to decline. There have been four sharp falls in the month, with a cumulative decline of about 15%. From the recent trend of block trading platform, there have been 10 block transactions in Contemporary Amperex Technology Co.Limited(300750) since December, of which the lowest transaction price is only 488.2 yuan.
On December 24, the top five stocks in the net purchase amount of northbound funds were: Contemporary Amperex Technology Co.Limited(300750) , East Money Information Co.Ltd(300059) , Ningbo Joyson Electronic Corp(600699) , Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) , Cecep Wind-Power Corporation(601016) . Contemporary Amperex Technology Co.Limited(300750) has ranked first in net buying for the second consecutive day. On that day, it increased its market value by 475 million yuan, with the latest shareholding of 197 million shares, an increase of 0.39% month on month.
On December 23, 36 krypton published an article Contemporary Amperex Technology Co.Limited(300750) : the crack of the trillion battery Empire, which caused an uproar. The article said that in the middle of this year, Zeng Yuqun, the founder of Contemporary Amperex Technology Co.Limited(300750) , and he Xiaopeng, the founder of Xiaopeng automobile, had a dispute in the Contemporary Amperex Technology Co.Limited(300750) headquarters building. The contradiction focused on Xiaopeng’s decision to reduce the supply share of Contemporary Amperex Technology Co.Limited(300750) and introduce a new main battery supplier AVIC lithium battery.
Since the beginning of this year, the monthly installed capacity of AVIC lithium battery has risen rapidly. At present, it has jumped to the top five, with a market share of nearly 7%, becoming one of the biggest competitors of Contemporary Amperex Technology Co.Limited(300750) .
At the same time, the article also revealed that before cooperating with Xiaopeng automobile, AVIC lithium battery had replaced Contemporary Amperex Technology Co.Limited(300750) as the first supplier of GAC new energy vehicles. A person from GAC said bluntly, “since May 2020, GAC new energy has never used a Contemporary Amperex Technology Co.Limited(300750) battery on its new models.”
Some market analysts said that the content mentioned in the article is not currently happening. Such an article discussing what has happened may have a certain impact on the short-term sentiment of the secondary market, but the real reason is probably related to the current high valuation level of new energy.
Huafu Securities pointed out that the prosperity of the new energy vehicle track continues, the huge demand for new energy vehicles will benefit the lithium battery board as a whole, the battery demand is highly deterministic, and the profit improvement expectation of battery enterprises next year is strong.
(surging News)
