After the substantial adjustment in the early stage of lithium battery and lithium mine track stocks, today the relevant sectors again raised the limit tide, Ganfeng Lithium Co.Ltd(002460) , Yongxing Special Materials Technology Co.Ltd(002756) and other limit, Qinghai Salt Lake Industry Co.Ltd(000792) was closed for a time. Among the top ten stocks with net inflow of main funds, three lithium stocks Ganfeng Lithium Co.Ltd(002460) , Tianqi Lithium Corporation(002466) , Qinghai Salt Lake Industry Co.Ltd(000792) ranked among the top three in net inflow, of which Ganfeng Lithium Co.Ltd(002460) net inflow reached 1.187 billion yuan.
The performance of lithium battery and lithium mining enterprises is also eye-catching. According to the performance forecast disclosed by Longtou Ganfeng Lithium Co.Ltd(002460) , the net profit in 2021 is expected to be 4.8-5.5 billion yuan, with a year-on-year increase of 368.45% – 436.76%. The performance growth comes from the strong growth of downstream customers’ demand for lithium salt, the price of the company’s lithium salt products rises, and the new projects in the company’s lithium battery sector are put into production and the capacity is gradually released. Jiangxi Special Electric Motor Co.Ltd(002176) it is estimated that the net profit in 2021 will be 350-450 million yuan, with a year-on-year increase of 2343.03% – 3041.03%.
Citic Securities Company Limited(600030) the research report points out that the tight supply of lithium may not be alleviated in 2022. It is expected that the lithium price will maintain an upward trend and the sector configuration logic will shift to “performance”. Thanks to the rise of lithium price center, the performance of lithium company in 2022 is expected to be significantly thickened, bringing significant valuation advantages.
