The price rise of lithium battery materials has not decreased, and the main force has significantly increased its position as a leader in the lithium battery industry in one week.
On January 14, the quotation of some lithium battery materials continued to rise. Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) data show that electrolytic cobalt rose by 1000-1500 yuan / ton; Metal lithium increased by 40000 yuan / ton; Battery grade lithium carbonate increased by 1300 yuan / ton; Battery grade lithium hydroxide increased by 3500 yuan / ton. In terms of negative electrode, graphitization (processing cost) increased by 1000 yuan / ton.
The time will be extended. Since 2021, the price of battery grade lithium carbonate has increased by more than 400%, the price of lithium hydroxide has also exceeded 300%, and the price of lithium battery materials has constantly set a new record.
For the main reasons for the successive price increases of lithium battery materials, analysts said: first, demand. Under the background of new energy replacing fossil energy, the amount of lithium used in batteries continues to rise, and the demand will bring up the price; Second, lithium reserves are not high, and the output cannot be increased sharply.
According to the data, in November 2021, China Shipbuilding Industry Group Power Co.Ltd(600482) battery installed capacity was 20.80gwh, with a year-on-year increase of 95.97%. In December, 531000 new energy vehicles were sold, with a year-on-year increase of 114% and a month on month increase of 18.0%. The monthly sales volume in December accounted for 19.06%, and the sales volume increased year-on-year for 18 consecutive months, which is mainly related to the low base in the same period, the concerted efforts of Chinese foreign car enterprises, and the significant improvement of consumer recognition.
In terms of market performance, the lithium battery index has been declining since December 2021, with a cumulative decline of 10.54%; The cobalt index also fell by 8.26% over the same period. Central China Securities Co.Ltd(601375) said that the lithium battery sector was significantly weaker than the main indexes in December, mainly due to the excessive increase in the early stage and the significant changes in the description of the industry at the Political Bureau meetings before and after. up to now, the overall prosperity of the industry has continued to rise. It is expected that the sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles will still maintain double-digit growth in 2022, and the demand for lithium batteries will continue to remain high.
lithium battery material concept stocks that have predicted the annual performance have come
Securities Times · databao counted the list of lithium battery / cobalt concept stocks that have predicted the annual performance of 2021, with a total of 33 shares. In terms of the median increase in the predicted net profit, the annual net profit of 24 shares doubled , of which Shenzhen Dynanonic Co.Ltd(300769) , Tibet Summit Resources Co.Ltd(600338) , Yunnan Yuntianhua Co.Ltd(600096) ranked first, with 2899.14%, 2515.73% and 1223.35% respectively. the Shenzhen Dynanonic Co.Ltd(300769) with the highest pre increase indicates that in 2021, the company’s new production capacity will be released, and the production and sales volume will increase significantly year-on-year; The rise of raw material prices and tight supply and demand of lithium iron phosphate drive the rise of product prices, which greatly improves the company’s profitability compared with the same period. Among the individual stocks with forecast performance, only Liao Ning Oxiranchem Inc(300082) one stock had a year-on-year decrease in annual net profit.
In terms of valuation, the latest rolling P / E ratio of 6 shares is less than 20 times, Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) , Yunnan Yuntianhua Co.Ltd(600096) P / E ratio is low, and the latest valuation is less than 15 times. Since January, 33 shares have fallen by an average of 5.52%, underperforming the market in the same period. So far, the latest prices of Henan Qingshuiyuan Technology Co.Ltd(300437) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) and other six shares have retreated by more than 50% compared with the high level in 2021, and the retreating ranges of better performing Han’S Laser Technology Industry Group Co.Ltd(002008) , Jiangsu Cnano Technology Co.Ltd(688116) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Shenzhen Dynanonic Co.Ltd(300769) and other shares are also more than 13%.
In terms of agency rating, Yunnan Energy New Material Co.Ltd(002812) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Lb Group Co.Ltd(002601) ranks first, with 35, 32, 26 and 24 agencies participating respectively, and 5-share rating agencies such as Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Han’S Laser Technology Industry Group Co.Ltd(002008) , Shenzhen Dynanonic Co.Ltd(300769) , Shandong Nanshan Aluminium Co.Ltd(600219) , Chengdu Guibao Science & Technology Co.Ltd(300019) are also 10 or more. At the same time of high institutional attention, Yunnan Energy New Material Co.Ltd(002812) , Shanghai Putailai New Energy Technology Co.Ltd(603659) , Shenzhen Dynanonic Co.Ltd(300769) and others also received a large increase in their holdings of main funds this week.
the main net outflow in one week was 142.2 billion yuan
the whole industry was reduced by the main force
In the past week, the total net outflow of the main force was 142.186 billion yuan. All shenwanyi industries are in a net outflow state, among which the net outflow of mechanical equipment, electronics, medicine and biology and non bank finance ranks first, with RMB 11.752 billion, RMB 11.341 billion, RMB 11.197 billion and RMB 10.63 billion respectively. Since the new year of 2022, the net outflow of medicine, biology and electronics has exceeded 10 billion yuan for two consecutive weeks.
According to data treasure statistics, excluding new shares listed in recent January, the net outflow of 15 shares exceeded 1 billion yuan. The main force of continued its flight trend last week. This week, it continued to significantly net outflow of China stock market news, Wuliangye Yibin Co.Ltd(000858) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Shanxi Meijin Energy Co.Ltd(000723) , Aier Eye Hospital Group Co.Ltd(300015) and other track leading stocks , with a net outflow of 2.493 billion yuan, 1.895 billion yuan, 1.353 billion yuan, 1.219 billion yuan and 1.108 billion yuan respectively, and the net outflow of the above five stocks exceeded 1 billion yuan for two consecutive weeks. Three media sectors with low attention rushed into the top 20 of net outflow this week, namely Hubei Radio & Television Information Network Co.Ltd(000665) , Bluefocus Intelligent Communications Group Co.Ltd(300058) and Zhewen Interactive Group Co.Ltd(600986) , and the net outflow fell in the range of 800 million yuan to 1.1 billion yuan. It is worth mentioning that Hubei Radio & Television Information Network Co.Ltd(000665) still got out of the sharply rising market after the withdrawal of the main force, recording an increase of 26.27% during the week.
In terms of main net inflow, the trend of increasing holdings of traditional values stalled, and the theme of concept speculation returned strongly. Three lithium battery faucets Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Yunnan Energy New Material Co.Ltd(002812) won the top three, and two nonferrous concept stocks China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) and Zijin Mining Group Company Limited(601899) ranked fourth and fifth respectively. In terms of concept, Shenzhen Senior Technology Material Co.Ltd(300568) , Shenzhen Dynanonic Co.Ltd(300769) , Shanghai Putailai New Energy Technology Co.Ltd(603659) and other stocks with the same concept of lithium battery were greatly increased by the main force; In addition, the Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Yunnan Baiyao Group Co.Ltd(000538) , Wuxi Apptec Co.Ltd(603259) of the medical concept and Gigadevice Semiconductor (Beijing) Inc(603986) , Unigroup Guoxin Microelectronics Co.Ltd(002049) of the chip concept have also been increased in different degrees.
