The lithium battery sector fell across the board today. As of the close, the lithium battery index fell by more than 3%. In terms of individual stocks, 10 times bull stocks Yongxing Special Materials Technology Co.Ltd(002756) fell by the limit, and many stocks such as Eve Energy Co.Ltd(300014) , Tibet Urban Development And Investment Co.Ltd(600773) , Hunan Zhongke Electric Co.Ltd(300035) fell by more than 5%.
According to the data, many related stocks were sold off by the main funds, of which Contemporary Amperex Technology Co.Limited(300750) , Tianqi Lithium Corporation(002466) , Byd Company Limited(002594) were net outflow of 1.037 billion yuan, 896 million yuan and 776 million yuan respectively. The net outflow of major stocks such as Zhejiang Yongtai Technology Co .Ltd(002326) , Eve Energy Co.Ltd(300014) , Ganfeng Lithium Co.Ltd(002460) ranks first. In addition, Yongxing Special Materials Technology Co.Ltd(002756) after hours data showed that Shenzhen Stock connect sold 129 million yuan and bought 132 million yuan, three institutions sold 134 million yuan and one institution bought 22.89 million yuan.
Although the lithium battery sector has suffered a substantial correction recently, many institutions are still optimistic. Minsheng Securities pointed out that the actual purchase amount of lithium battery equipment is expected to be RMB 293 / 384 / 421 / 551 / 84.7 billion from 2021 to 2025, and there is still an equipment capacity gap. In conclusion, we believe that under the background of rapid release of new energy demand, the lithium battery equipment industry will continue to maintain a high boom. Zheshang Securities Co.Ltd(601878) said that the profit of the electric vehicle industry chain is exhausted, and the leading callback is an opportunity to increase positions. The price rise of lithium carbonate is superimposed with the decline of Chinese subsidies. The sharp correction of the lithium battery industry chain by the market is more a capital behavior, and there is no clear new bad news; Most short-term stock valuations have returned to a reasonable or even low level. It is recommended to increase positions at the bottom.
