North to the bottom of the fund against the trend! After the sharp fall of "ningwang", 13 block transactions were found. Why has the stock price repeatedly become a "bird of surprise"?

The gem index fell 4.2% on Monday, a new low for the year, and the Shenzhen composite index fell 3.67%, close to the low in March this year. As the largest heavyweight stock in the two major indexes, Contemporary Amperex Technology Co.Limited(300750) fell by more than 8.5% on on Monday, and , still fell by 7.27% to the close, and the market value of evaporated 83.9 billion yuan in one day

As a constituent stock of the index, Contemporary Amperex Technology Co.Limited(300750) shares fell sharply, the impact of which should not be underestimated. In addition, the lithium battery industry chain was also dragged down, Ganfeng Lithium Co.Ltd(002460) , Tianqi Lithium Corporation(002466) , Shengxin lithium energy and other track stocks fell sharply. From the perspective of sectors, as of the closing, lithium extraction from Salt Lake and power battery recycling led the decline.

The data shows that the data behind the sector shows that a 3 Beijing Zznode Technologies Co.Ltd(003007) 50 salesof Shanghai Dongfang Road, Citic Securities Company Limited(600030) (Shandong) Qingdao headquarters and institutions, Haitong Securities Company Limited(600837) Wuhan Optics Valley securities China Securities Co.Ltd(601066) Fushan Road, Pudong New Area, Shanghai, etc.

In addition, in the context of the substantial net sales of 5.7 billion yuan of funds from the north on Monday, foreign capital bucked the trend and made a bottom reading Contemporary Amperex Technology Co.Limited(300750) . The net purchase amount was 241 million yuan, ranking second in the list of net purchases on that day

It is worth noting that since the high of 692 yuan at the end of last year, the cumulative maximum decline of the company's share price has exceeded 30%, and the cumulative market value of has evaporated more than 500 billion

In terms of news, affected by the recent epidemic situation, Contemporary Amperex Technology Co.Limited(300750) headquarters is located in Jiaocheng District, Ningde City, and traffic control is implemented on the external channel. In this regard, there are market rumors that enterprises arrange production according to existing materials, no more raw materials, and timely notify the other party not to arrange if they fail to deliver .

The financial Associated Press reporter learned on Monday that at present, all high-speed toll stations in Ningde City are closed, and when to unseal still needs to be notified by the epidemic prevention department.

According to the public data, Ningde City, as the base of Contemporary Amperex Technology Co.Limited(300750) , ranks first among the company's top 10 production bases in terms of planned production capacity of Ningde production base with a total of 171gwh .

According to media reports, Contemporary Amperex Technology Co.Limited(300750) relevant people responded that the company strengthened communication with relevant government departments at the first time. At present, the company strictly adopts grid management measures to ensure the orderly production of Ningde base there is no shutdown at present .

In March this year, due to the soaring prices of lithium, nickel and other raw materials, it has been rumored that Contemporary Amperex Technology Co.Limited(300750) plans to reduce production in order to control costs Contemporary Amperex Technology Co.Limited(300750) chairman Zeng Yuqun also said in the proposal of the two sessions this year, the current supply and demand situation of lithium resources is severe, and the development of the industry is facing challenges .

Market analysts believe that the impact of the epidemic has once again exacerbated the market's concerns about terminal demand, or the main factor leading to the sharp decline of the company's share price.

On August 31, Lu Xin et al. Suggested that there was no risk of repeated consumption of the new energy industry. On the other hand, although the supply and demand of the industrial chain has been alleviated to some extent, if a certain link is in short supply in the future, raw materials may fluctuate greatly, which will have an impact on the cost.

According to the analyst's profit forecast and valuation calculation, it is estimated that the net profit attributable to the parent company in Contemporary Amperex Technology Co.Limited(300750) 2022 year-on-year growth rate is 98.9% , and the net profit attributable to the parent company in 2023 year-on-year growth rate is 44.3% (significantly lower than that in 2022).

In fact, in addition to the impact of raw materials and the epidemic, Ningde also faces other challenges .

Some analysts said that, on the one hand, Eve Energy Co.Ltd(300014) , Eve Energy Co.Ltd(300014) , AVIC lithium battery, Byd Company Limited(002594) , Byd Company Limited(002594) and other competitors' production capacity is extremely expanding. On the other hand, Farasis Energy (Gan Zhou) Co.Ltd(688567) , Gotion High-Tech Co.Ltd(002074) and other second tier enterprises also catch up fiercely on the main competitive lines such as technology and cost.

In addition, battery factories are widely seeking listing financing. LG new energy, which ranks second in the world, has successfully IPO, and honeycomb energy has also entered the listing guidance period. With the later strengthening of capital strength, the competitiveness of these enterprises is bound to improve simultaneously, and "ningwang" will also face unprecedented competitive pressure.

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