Note: Cailian VIP is a content information product, not an investment suggestion. The following contents are only information value display, not recommendations to relevant companies, not future trend prediction. Investment is risky, so we should be cautious when entering the market.
market hot spot - lithium battery
On the news side, since mid November, lithium prices have completed the process from "emotional brewing" to "slow rise", and then to "accelerated rise" last week. From the increase of 2-3000 yuan / ton per week in late November to 10000 yuan / ton last week. According to analysts, it is expected that the lithium price will remain high 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 company's performance in the lithium sector, and the lithium sector will have high valuation advantages and configuration value in 2022.
treasure in the plate: there is "treasure" in the plate. Take a quick step!
At 09:56 on December 27, panzhongbao interpreted the current situation of lithium salt shortage, combed and pointed out that the lithium sector has high valuation advantages and configuration value in 2022, and listed companies with relevant capacity in the industrial chain are expected to benefit. Among them, Sinomine Resource Group Co.Ltd(002738) , Chengxin Lithium Group Co.Ltd(002240) , Keda Industrial Group Co.Ltd(600499) all have lithium salt production capacity, and the share price of rose sharply on December 28. As of the closing on December 28, the share price of Sinomine Resource Group Co.Ltd(002738) rose by 9.39% on the 2nd, the share price of Chengxin Lithium Group Co.Ltd(002240) rose by 8.6% on the 2nd, and the share price of Keda Industrial Group Co.Ltd(600499) rose by 10.6% on the 2nd.
market hot spot 2 photovoltaic
Securities companies predict that the global PV installed capacity is expected to reach 210gw in 2022, with a year-on-year increase of more than 30%, and the demand rhythm is expected to improve quarterly. China's scenery base and "whole county photovoltaic" projects have been accelerated, and the demand of overseas markets has recovered strongly in the post epidemic era and the trend of rising electricity prices.
"Cailian Zaozhi": resume trading today + look forward to tomorrow, and select more valuable trading information.
At 20:52 on December 27, Cailian Zaozhi sorted out the information of "several well-known securities companies came forward to refute the rumor that the whole county's PV has been suspended", quoted the perspective of securities companies to interpret the industrial chain, and it is expected that the global PV installed capacity is expected to reach 210gw in 2022, with a year-on-year increase of more than 30%. Trina Solar Co.Ltd(688599) rose on December 28. As of the closing, it rose by more than 5.81% during the day.
tuyere Research Report: excavate "exceeding expectations" in advance and capture the "tuyere" of the next market!
At 12:58 on December 23, "tuyere Research Report" pointed out that Jiangyin Haida Rubber And Plastic Co.Ltd(300320) is one of the larger and more professional suppliers of automotive sunroof guide materials in China, and its products are widely used in BMW, Mercedes Benz, Audi, Volkswagen, GM, Ford and other models. On December 28, Jiangyin Haida Rubber And Plastic Co.Ltd(300320) rose strongly and closed up 13.39%.
(Financial Associated Press)
