On December 28, the lithium extraction plate of Salt Lake continued to rise. As of the close, Vontron Technology Co.Ltd(000920) , Zangger mining, Sinomach General Machinery Science & Technology Co.Ltd(600444) and other stocks rose by the limit.
According to Xinhua news agency, it was learned from the Guangzhou Institute of Geochemistry of the Chinese Academy of Sciences and the Qinghai Institute of geological survey that during the second comprehensive scientific investigation of the Qinghai Tibet Plateau, geological researchers found granite pegmatite belts related to the mineralization of Indosinian rare metals lithium, beryllium and tungsten in Bayankala area, Qinghai Province. This is the first discovery of this type of deposit in Bayankala area, Qinghai Province.
In addition, the quotation of some lithium battery materials rose again. According to several media reports, Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) released data, lithium carbonate rose 4000-4500 yuan / ton today; Lithium hydroxide increased by 2000-3000 yuan / ton; In terms of cathode materials, lithium cobaltate increased by 7500 yuan / ton; Lithium manganate increased by 1000-4000 yuan / ton.
China Securities Co.Ltd(601066) believes that the current lithium price is accelerating in the third round of rise in the year, which is due to the mismatch between supply and demand on the one hand and the demand for goods preparation at the end of the year on the other hand. In the long run, it is relatively certain that the supply will continue to exceed the demand next year, and the lithium price is expected to continue to reach a new high.
Tianfeng Securities Co.Ltd(601162) believes that as the demand of new energy industry continues to improve next year, the lithium price center will maintain a high boom in 2022. When the market sees that the price of lithium salt continues to be strong and gradually forms consistent expectations for the price, it will improve the performance and firmly optimistic about the allocation value of lithium plate next year.
Citic Securities Company Limited(600030) pointed out that the current lithium price is at a high level. It is expected that the lithium price will maintain a high level in 2022 and the price inflection point will not appear in the short term. It is expected that the lithium salt price center in 2022 will be significantly higher than that in 2021, which will drive the significant thickening of the performance of lithium sector companies. The valuation advantage and allocation value of lithium sector in 2022 are high. It is expected that the allocation logic of the lithium sector will shift from “price rise” to “performance”, which will become the trigger and main driving force of the sector. Recommend enterprises with high self-sufficiency rate of lithium ore and high degree of performance realization.
(First Finance)
