On the 12th, the Shanghai Composite Index opened lower and headed lower and green traded in various sectors, stocks plunged. The Shanghai Composite Index finally dropped 1.25% and once again fell 3300 points, with trading volume contracting compared with the previous trading day. Lithium battery segment for a period of time independent of the trend, almost no matter the broader market ups and downs, most of the plate in the last three trading days have continued to rise, the amount can be greatly increased.Around the years, the lithium industry chain is still a big move, Gan Feng Li industry, Green United States , Tian Qi Lithium industry, godsend materials and other industry leaders have plus production capacity and new technology layout.
Lithium battery concept independent
Whether it is the broader market stocks, or small cap stocks pulled up; whether it is up two or eight up, or Pudie, the recent plate is not much affected by the disk, the plate in the majority of stocks continued to close the sun, out of the independent market, the plate Is the concept of lithium batteries.
Yesterday the more depressed disk, but the lithium battery is still quite strong, becoming one of the few closed rosy plate one, of which hundreds of shares pulled up heavy, a strong daily limit, as the leading round of the market yesterday, the stock turnover soared to 175 million yuan, more than 5 times the previous day 32.86 million yuan.Shanghai Stock Exchange publicly available information, the Treasury Securities Wenling Zhonghua Road securities business department bought a buy 20.61 million yuan, accounting for about 12% of the turnover, There is also an institution to buy 4.88 million yuan; the stock selling is weak, with Zhongshan Securities Nantong Yao Gang Road securities business department led by the five sales in the 300 million to 5 million yuan.
In addition to Baichuan shares, a lot of lithium battery stocks have also been stronger.Xizang Mount Everest, Huayou Cobalt rose 7.12% and 5.88% respectively yesterday, the plate in this year's most powerful Gan Feng Lithium yesterday also rose over 4 %. Jiang motor, godsend material, billion latitude lithium, science constant shares also performed quite active yesterday.
According to the data released by the China Association of Automobile Manufacturers (CAPSA), production and sales of new energy vehicles were respectively 122,000 units and 119,000 units in November, up 32.8% and 30.5% respectively from the previous month, up 70.1% and 83% respectively over the same period of last year, of which production and sales of pure electric vehicles were completed 105,000 and 102,000 respectively, up 35.3% and 32.9% respectively month-on-month, up by 64.3% and 74.9% respectively over the same period of the previous year. It can be seen that the growth of new energy vehicles market is still relatively strong.
Lithium battery concept stocks sharp trend mid-year this year, gradually adjusted since September, some stocks hit a new low during the year, there have been signs of stabilizing rebound to Baichuan shares, for example, the unit hit a plate in the December 6 8.69 yuan low for the year, followed by the three consecutive rise on December 8. Since the last three trading days, four stocks in the lithium battery sector has more than 10% cumulative increase, Baichuan shares rose 15.84% of the first place , The other three are Huayou Cobalt, vertical technology and Mount Everest in Tibet.
Leading companies plus layout
A number of brokers believe that in the new energy vehicles driven by the high growth demand, the overall lithium battery industry chain continued boom, optimistic about the lithium battery industry chain long-term investment opportunities.
CICC said that near the end of the year, the 11th installment of new energy vehicles recommended directory, the 14th installment exemption of purchase tax new energy vehicles catalogs and other industry policies have been released, but the market subsidies for the adjustment of next year, the first quarter of 2018 lithium battery materials The disagreement on the order situation and so on, so the policy will aggravate the disruption to the lithium battery sector by the end of the year.However, in the long run, the national policies will encourage the new energy vehicle industry to develop in the same direction and the target of 2 million units in production and sales in 2020 is expected to achieve long- The growth of the car industry chain and industry leading concentration of the trend of upgrading.
In fact, despite the approaching of the year, lithium industry chain is still 'big move' continuously, Ganfeng Lithium, Green America, Tianqi Lithium industry, godsend materials industry leaders have to expand production capacity and increase investment in new technologies.
For example, Gan Feng Lithium December 6 disclosure, the company intends to set up a wholly owned subsidiary of Zhejiang Feng Li, with its own funds not more than 250 million investment in the construction of the first generation of solid state lithium battery research and development pilot production line. The company said it will Accelerate the R & D and industrialization of the Company's new high-safety solid-state lithium battery technology and promote the optimization and upgrading of the lithium industry chain.
Tian Qi Lithium December 4 announcement, the company and the Suining City People's Government signed an "investment agreement" will invest 1.5 billion yuan in the Suining City Industrial Park Chemical Park, a new 20,000 tons of lithium carbonate plant.
At the end of November, the godsend material was announced to set up a wholly-owned subsidiary, Anhui Tianci High-tech Material Co., Ltd. (tentatively), to start the first phase of the project with an annual output of 200,000 tons of electrolyte solution. The total investment for the first phase of the project was RMB 164,025,300; Greenmead also recently announced the non-public offering by the Securities and Exchange Commission issued the audit committee approved the proposed fund-raising no more than about 2.95 billion yuan plus three yuan renewable materials and new energy vehicle battery link.
Due to the industry's strong demand for lithium battery industry chain, this year, the performance of Li-battery plate bullish, there have been more than double Niu shares statistics show that excluding this listing of new shares this year, four lithium battery concept shares doubled, including Gan Feng Li industry, a large carbon, Huayou Cobalt and Accor Group which Gan Feng Li industry this year, the cumulative increase of as high as 178.61%, the share price was once on September 12 hit a record high of 103.49 yuan, into the hundred Share column, yesterday closed at 73.58 yuan.
