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On December 28, 2021, the Shanghai Composite Index closed at 3630.11 points, up 0.39%; Shenzhen composite index closed at 14837.87 points, up 0.83%; The power equipment and new energy index closed at 13654.35 points, up 1.64%. The wind primary material index closed at 6346.48 points, up 1.68%. Among them, the top three companies in the coal industry are: St Dayou (600403.sh, 0.49%), * ST Tianshou (000611.sz, 0.34%) and St Pingneng (000780.sz, 0%). The top three companies in the nonferrous metals industry are: Tibet Summit Resources Co.Ltd(600338) (600338. Sh, 10.01%), Tibet Mineral Development Co.Ltd(000762) (000762. SZ, 9.8%), Tianqi Lithium Corporation(002466) (002466. SZ, 8.67%).
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Lithium prices remained high and increased significantly. Today, the price of battery grade lithium carbonate is 267500 yuan / ton, up 17500 yuan / ton compared with the same period last week. In terms of demand, near the Spring Festival, the consumption of downstream new energy vehicles remains strong, the heat of goods preparation is high, and the trading volume is good. In terms of supply, the spot inventory of lithium is low, the supply is tight in the short term, the demand for funds returned from the upstream is high, the price support mood is high, and the price of raw materials may usher in a new round of price rise. Under the general trend of global pursuit of green energy, the production and sales of new energy vehicles continue to expand, the lithium salt market demand is good for a long time, the lithium price is expected to remain high, and enterprises with high self-sufficiency rate of lithium resources are expected to benefit. It is recommended to pay attention to the following related subjects: Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Shenzhen Dynanonic Co.Ltd(300769) .
Industry dynamics
1。 From December this year to the end of December next year, Jianghan Oilfield carried out special investigation and rectification of gas safety. The investigation focuses on six businesses involving gas in the oil field, including natural gas field and station facility pipe network, natural gas collection, transmission and purification and other production processes, natural gas construction projects, gas supply (use) service providers (units), self use and household gas, gas in rental places, etc.
All units involved in gas business in the oilfield shall actively promote the orderly conduct of activities according to the activity requirements.
Company dynamics
Liaoning Energy Industry Co.Ltd(600758) (600758): on December 27, the industrial and commercial transfer and change procedures related to the purchase of 100% equity of Husheng mining by Shenyang coking coal, a subsidiary of the company, have been completed.
Jiangsu Boqian New Materials Stock Co.Ltd(605376) (605376): from December 16 to December 24, Zhongzhi Jucheng reduced 3500000 shares of the company, accounting for 1.34% of the total share capital of the company; Xinhui investment reduced 4000000 shares of the company, accounting for 1.53% of the total share capital of the company.
More than half of the shares reduction plan has been implemented, and the implementation of the share reduction plan has not been completed.
Risk tips: the epidemic situation fluctuates beyond expectations and the safety of battery outbreak.
(Chuancai securities)
