A sought after by the sector plate, why so popular?
In the last week of 2017, the agency did not slow down the pace of researching public companies.
As of press time, Orient Fortune Choice data show that a total of 98 companies in Shanghai and Shenzhen revealed last week's institutional research records. Lithium battery plate has become the focus of the agency, as many as more than ten lithium-ion batteries or new energy vehicles related to listed companies Accepted agency research.
Suspension of up to six months Yongxing Special Steel in December 26, 2017 announcement of resumption of trading, the resumption of trading after the sharp price volatility .In December 27, the company received Xingquan Fund, Bank of Communications Schroder Fund and other 26 institutions survey, both parties The focus of the exchange around the company's acquisition of lithium standard.
Yongxing Special Steel said that the acquisition of the lithium battery industry in conjunction with the battery-grade lithium carbonate industry in the lithium industry chain in the upper reaches of the downstream areas for lithium-ion batteries and related applications.With the new energy vehicles, storage Equipment and other markets can be rapid development of battery-grade lithium carbonate in the next period of time will continue to remain in short supply state.Currently, Li Chuan Li industry products have been BYD, Branch constant shares, when the rise of science and technology and many other business certification, performance Committed to be viable.
Yongxing Special Steel recently raised the 2017 annual results notice, the revised estimate of earnings of 329,686,500 yuan to 380,407,500 yuan, an increase of 30% ~ 50% over the same period the previous year. The main reason for the performance growth is the company's fourth quarter main The actual growth of business revenue was better than expected, and net profit increased accordingly.
Xin Lun Technology last week hosted the survey of 11 institutions including Bank of Communications Co., Ltd. and Lianliankang Life Insurance Co., Ltd. During the investigation, the company said that the production line of its aluminum-plastic film project Changzhou is still under construction. The sales in 2017 are all produced by Japan's Mie Plant Of the aluminum-plastic film products, the main customers for the domestic power, 3C soft lithium battery manufacturers.After the second half of 2017, many domestic manufacturers of flexible battery power have released a larger capacity plan for the new, is expected in the field of lithium power The demand for battery aluminum-plastic film will grow rapidly, so the company is also actively developing new production lines in preparation for the growth of market demand.
Hengdian East magnetic last week hosted five institutions survey, the company said the company mass-produced 2600Ah 18650-type battery is currently in its infancy, mainly used in special vehicles, logistics vehicles, the company is vigorously expanding the electric car passenger car market And power tool market from the third quarter of 2017, the company began to achieve bulk supply battery power is expected in 2018 will produce some profits, but does not exclude expansion, market development is not up to expectations and other factors affect the profitability.
In addition to the above companies, BYD, Branch constant shares, Polaroid and other lithium battery industry-related companies last week also received institutional research.
Orient Securities said that in 2018, the new energy car 'double integration' policy will be implemented in the first year of implementation, the long-term mechanism will be established, the industry will enter a new stage of benign development with continuous upgrading of technology and the competitiveness of new energy vehicles is expected to increase substantially. Therefore, Battery upstream industry chain will also enter a phase of rapid growth.Improve the energy ratio of new energy vehicles and battery life has become the industry consensus, ternary materials compared to other cathode materials lithium iron phosphate, lithium manganese oxide with high energy density and good overall performance advantages , So the permeability of ternary batteries is expected to continue to improve, of which the cathode material sub-sectors will be the most benefit.
