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On December 30, 2021, the Shanghai Composite Index closed at 3619.19 points, up 0.62%; Shenzhen composite index closed at 14796.23 points, up 0.97%; The power equipment and new energy index closed at 13648.2 points, up 0.52%. The wind primary material index closed at 6358.77 points, up 0.19%. Among them, the top three companies in the coal industry are: Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) (000552. SZ, 3.24%), Shanghai Topcare Medical Services Co.Ltd(600532) (600532. Sh, 2.63%), Liaoning Energy Industry Co.Ltd(600758) (600758. Sh, 1.87%). The top three companies in the nonferrous metals industry are: Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) (000970. SZ, 10.03%), Ningbo Yunsheng Co.Ltd(600366) (600366. Sh, 7.55%), Henan Yuguang Gold & Lead Co.Ltd(600531) (600531. Sh, 6.6%).
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Lithium prices are high, the supply-demand relationship has strong support in the short term, and there is still room for lithium prices to rise. On the consumer demand side, consumers are more willing to buy high-quality and cost-effective new energy vehicles, driving downstream car enterprises to develop high-quality new models. In addition, the action plan for carbon peak before 2030 defines for the first time that the proportion of new energy vehicles will reach about 40% in 30 years. In the long run, the trend of vehicle electrification will be better. In the fourth quarter of this year, the battery quotation has increased, and the head battery enterprises are arranged in the middle and upper reaches of the industrial chain. It is expected that the production capacity will be released in 2022. The Gotion High-Tech Co.Ltd(002074) annual 50000 ton lithium battery grade lithium carbonate project and the annual 7.5 million ton lithium ore mining project have been officially started. At present, under the integrated layout of the industrial chain, the upstream price of lithium salt may fall, and the profitability of battery enterprises is expected to continue to rise. Related subjects: Eve Energy Co.Ltd(300014) , Contemporary Amperex Technology Co.Limited(300750) , Chengxin Lithium Group Co.Ltd(002240) .
Industry dynamics
1. This year, through rolling exploration, Henan Oilfield has implemented 2.12 million tons of available reserves and completed 141% of the annual planned tasks. Among them, the effective utilization rate of the discovered reserves in that year was 55%, which was significantly higher than that in the 13th Five Year Plan period. (Petrochemical News Network)
2. The CCPIT has organized the revision of seven types of evaluation indicators such as the credit evaluation indicators of coal production enterprises (2018) and formed eleven types of evaluation standards. We are now seeking public opinions. (China Coal Industry Association)
Company dynamics
Inner Mongolia Pingzhuang Energy Resources Co.Ltd(000780) (000780): during the reporting period of cash option (9:30-11:30 a.m. and 1:00-3:00 p.m. on the trading days from December 23 to December 29), no investor declared to exercise Pingzhuang energy’s cash option. The company’s shares will continue to be suspended until the listing is terminated.
Huaibei Mining Holdings Co.Ltd(600985) (600985): as of December 30, the disclosure date of this announcement, the controlling shareholder Huaibei Mining Holdings Co.Ltd(600985) group’s plan to increase persons acting in concert and the internal transfer of shares among persons acting in concert has been implemented.
Risk tip: the macro economy is less than expected and the competition pattern is deteriorating.
