How long can the lithium market last?
Huawei has new trends. On December 28, enterprise investigation showed that Huawei Precision Manufacturing Co., Ltd. was established. The legal representative of the newly established company is Li Jianguo, with a registered capital of 600 million yuan. The main business scope includes: optical communication equipment manufacturing, optoelectronic device manufacturing, electronic component manufacturing, semiconductor discrete device manufacturing, etc. Huawei Technology Co., Ltd. has a 100% controlling stake.
As soon as the news came out, it immediately boarded the hot search list. Among many comments, the move is suspected to be Huawei's intention to make its own chips. However, according to media reports, Huawei insiders revealed that precision manufacturing Co., Ltd. has a certain scale of mass production and small batch trial production (capacity), but it is mainly used to meet the system integration needs of Huawei's own products. "We do not produce chips. Our main business is the precision manufacturing of some core devices, modules and components of Huawei wireless, digital energy and other products, including assembly and sealing test." The above person said that the "semiconductor discrete devices" mentioned in the business scope are mainly the packaging and testing of discrete devices.
Affected by chip supply, Huawei's performance fluctuated to a certain extent. Huawei recently released its operating results for the first three quarters of 2021. In the first three quarters, it achieved a sales revenue of 455.8 billion yuan and a net profit margin of 10.2%. It is estimated that compared with the whole year of 2020, Huawei's annual operating revenue is expected to decline by more than 30% in 2021, and its net profit is also declining slightly.
Guo Ping, Huawei's rotating chairman, said: "the overall operating results are in line with expectations, the to C business has been greatly affected, and the performance of to B business is stable. We will continue to strengthen technological innovation, R & D investment and talent attraction, and continuously improve operational efficiency. We are confident that we can continue to create value for customers and society."
Guo Ping also said: "thank customers and partners for their trust and support to Huawei. We hope that through the unremitting efforts of all employees, we will work together to inject digital power into the sustainable development of the world." lithium ore raises the limit tide
Today, the three major A-share indexes collectively closed up, of which the Shanghai index rose 0.39% to close at 3630.11 points; The Shenzhen Component Index rose 0.83% to close at 14837.87 points; The gem index rose 1.06% to close at 3328.56. The lithium battery plate, which had continued to fall sharply, rose sharply today, and the lithium mining plate set off a rising tide. As of the close of , Tibet Summit Resources Co.Ltd(600338) , Youngy Co.Ltd(002192) , Yongxing Special Materials Technology Co.Ltd(002756) and other six lithium stocks rose by the limit, and 10 shares such as Tibet Mineral Development Co.Ltd(000762) , Jiangxi Special Electric Motor Co.Ltd(002176) , Tianqi Lithium Corporation(002466) , Qinghai Salt Lake Industry Co.Ltd(000792) rose by more than 5%.
On the news side, Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) released data showing that the quotation of some lithium battery materials rose again today, and electrolytic cobalt rose by 1000-1500 yuan / ton; Cobalt powder increased by 7500 yuan / ton; Lithium carbonate increased by 5000-6500 yuan / ton; Lithium hydroxide increased by 4000-5000 yuan / ton. Tianfeng Securities Co.Ltd(601162) firmly optimistic about the maintenance of high prosperity in the lithium sector. 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 the whole year of 22 years. When the market sees that the price of lithium salt continues to be strong and gradually forms consistent expectations for the price, it will focus on the performance improvement brought by the enterprise's expansion of its own alpha, Tianfeng Securities Co.Ltd(601162) believes that the long-term logic of lithium plate is "volume" rather than "price". hydrogen energy collective fell
The two new energy themes with relatively bright performance, including hydrogen energy and green power, fell collectively today. As of the close, the green power index fell nearly 2% and the hydrogen energy concept fell more than 1%. In terms of concept, 9 shares of Ning Xia Yin Xing Energy Co.Ltd(000862) , Beijing Jingneng Power Co.Ltd(600578) , Henan Yuneng Holdings Co.Ltd(001896) in the green power sector fell by more than 5%, and more than 10 shares of Chengdu Shenleng Liquefaction Plant Co.Ltd(300540) , Lanpec Technologies Limited(601798) , Jiangxi Jovo Energy Co.Ltd(605090) in the hydrogen energy sector fell by more than 5%.
Lanpec Technologies Limited(601798) had once walked out of the eight consecutive trading limit, and the stock also fell greatly in this round of adjustment. Last week, the highest price of the stock once hit 13.76 yuan, and the latest price was 9.18 yuan, a decline of more than 33% in six days.
The concept of meta universe also appeared today, and several stocks fell sharply. Shunya International Martech (Beijing) Co.Ltd(300612) fell nearly 16%, and Shanghai Luoman Lighting Technologies Inc(605289) and Hubei Radio & Television Information Network Co.Ltd(000665) both recorded decline limits. It is worth mentioning that Shanghai Luoman Lighting Technologies Inc(605289) fell to the floor yesterday. In other words, investors who hit the daily limit yesterday ate three daily limits in two days. big news from Apple
It is said that apple is organizing a team to be responsible for the release and subsequent marketing of AR or VR headsets. One of the bases of this statement is that Apple has reportedly hired Andrea Schubert, AR communication and public relations director of meta, to prepare for Apple's promotion and sales of the first hybrid real lens (MR) headset in the future.
Not long ago, Guo Mingxuan, a well-known Apple analyst at Tianfeng international, released a research report that Apple has begun to plan the second generation AR / MR headset, and the shipment time is expected to be the second half of 2024. Guo Mingxuan also said in the research report that Luxshare Precision Industry Co.Ltd(002475) is an NPI (new product introduction) supplier of Apple's second-generation AR / MR headset, which means that Lixun is an exclusive supplier at least in the initial stage. Under the influence of this news, Luxshare Precision Industry Co.Ltd(002475) shares have risen significantly recently.
No matter what news or action Apple has, it will stimulate the A-share apple industry chain. At present, the total market value of Apple concept stocks in the A-share market is close to 3 trillion yuan. According to the statistics of securities times · databao, from the perspective of the institutional predicted P / E ratio and the institutional predicted net profit growth next year, Suzhou Anjie Technology Co.Ltd(002635) , Shenzhen Everwin Precision Technology Co.Ltd(300115) , Lingyi Itech (Guangdong) Company(002600) , Shenzhen Aisidi Co.Ltd(002416) and other stocks, the predicted peg is less than one time.
(data treasure)
