Sodium battery concept stocks rose by an average of 72.73% this year, far exceeding the Shanghai index in the same period.
mass production of sodium ion batteries was officially put on the agenda
According to China's China Three Gorges Renewables (Group) Co.Ltd(600905) official website, recently, China Three Gorges Renewables (Group) Co.Ltd(600905) , Three Gorges capital, Anhui Fuyang Municipal People's government and Beijing zhongkehai sodium Technology Co., Ltd. reached a cooperation intention and signed an agreement on the settlement of the world's first large-scale production line of sodium ion batteries in Fuyang City, Anhui Province, to build the world's first large-scale production line of sodium ion batteries of 1 GWH in Fuyang City, It will be officially put into operation in 2022. In the future, we will work together to promote the construction of a global advanced sodium ion large-scale production line of no less than 30 GWH.
After the news was announced, China Three Gorges Renewables (Group) Co.Ltd(600905) share price rose continuously, with a cumulative increase of more than 9% in recent two trading days, and the latest market value reached 222 billion yuan.
potential market space of sodium battery exceeds 50 billion
Under the vision of carbon neutralization, the demand for trillions of watt hours of batteries has been generated, so that batteries of different technical routes have a stage for display. In July this year, Contemporary Amperex Technology Co.Limited(300750) the first generation sodium ion battery was officially unveiled. The energy density of the first generation sodium ion battery is 160wh / kg. According to the plan, a basic industrial chain will be formed by 2023. Industry insiders generally believe that this marks a new milestone in battery technology innovation.
The Research Report on August 5 pointed out that the core advantage of sodium ion battery lies in cost. After industrialization, its raw material cost will be 30% - 40% lower than that of lithium iron phosphate. In addition, it also has obvious advantages in low temperature and fast charging. It is expected that after industrialization in 2023, sodium batteries may effectively supplement the demand for iron and lithium in the fields of two wheeled vehicles, small power and energy storage. In the field of electric two wheeled vehicles, referring to the changes of lithium batteries, it is expected that the penetration rate of sodium batteries will increase to 27% by 2025.
According to the research report released on July 22, Everbright Securities Company Limited(601788) the demand for potential application scenarios of sodium ion batteries in China is expected to be 123 GWH in 2025. Measured by the price of lithium iron phosphate battery, corresponds to a market space of about 53.7 billion yuan .
the average increase of sodium battery concept stocks during the year was much higher than that of the Shanghai stock index
Statistics show that as of December 24, there are 27 concept stocks involving sodium batteries. The average increase of concept stocks this year reached 72.73%, far exceeding the Shanghai index in the same period. Nine stocks doubled during the year, with Henan Mingtai Al.Industrial Co.Ltd(601677) , Jiangsu Dingsheng New Material Joint-Stock Co.Ltd(603876) , Cnsig Inner Mongolia Chemical Industry Co.Ltd(600328) , Shan Xi Hua Yang Group New Energy Co.Ltd(600348) , Hunan Zhongke Electric Co.Ltd(300035) among the top five.
Since December, northward capital overweight A-Shares has been strengthened, and some sodium battery concept stocks have also been favored. According to the statistics of data treasure, according to the rough calculation of the average transaction price in the range, five have obtained more than 100 million yuan of northward capital since December, namely Contemporary Amperex Technology Co.Limited(300750) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Do-Fluoride New Materials Co.Ltd(002407) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Shan Xi Hua Yang Group New Energy Co.Ltd(600348) .
From the perspective of institutional attention, the concept stocks of super 70% sodium battery were rated as positive by securities companies. Four shares, including Contemporary Amperex Technology Co.Limited(300750) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Sunwoda Electronic Co.Ltd(300207) , China Three Gorges Renewables (Group) Co.Ltd(600905) , were rated more than 15 times. According to the consistent forecast data of more than five institutions, Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Gem Co.Ltd(002340) , Hunan Zhongke Electric Co.Ltd(300035) , Contemporary Amperex Technology Co.Limited(300750) and other four shares have doubled their net profit this year.
(data treasure)
