Lithium battery stock market hot institutions are expected to 2021 performance g
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2020/12/18 10:01:40
Lithium battery plate shares continued to strengthen, Huazi Technology, Tianji Shares, Tianci Materials trading limit;Shanshan Shares, Nebulae shares, when rising technology up more than 7 percent.
Lithium battery demand is good to drive the upstream raw material market.Lithium carbonate price has been rising recently. This week, some orders for electric carbon are being negotiated. It is expected that the high price will go up to at least 46,000 yuan/ton.Some major lithium salt factories in Jiangxi and Sichuan have raised their quotation to 50,000 yuan/ton in the first quarter of next year, with the price rising rapidly.
However, the price of industrial-grade lithium carbonate is rising too fast, downstream inquiries are increasing, and the mood of replenishment is deepening. The lock volume of quasi-electric carbon in some material factories is 45,000 yuan/ton for inventory preparation at the end of the year, and the price still has an upward trend;Qinghai quotation rises across the board, but no transaction, it is expected that next week will begin to sign orders gradually, transaction price up.
According to the analysis of Zhongyuan Securities, the global new energy automobile industry continues to boom, and the consensus on carbon emission reduction is the long-term driving force for the development of the industry. The global new energy automobile industry has developed into a dual market driven one in China and Europe as well as a product driven one. It is expected that the global new energy automobile industry will continue to grow from 2020 to 2021.The proportion of new energy vehicles in China will increase to 20% in 2025. It is estimated that the sales of new energy vehicles in China will increase slightly to 1.25 million in 2020 compared with the same period last year, and increase by about 40% to 1.75 million in 2021.
Combined with the fact that the price of upstream raw materials has hit bottom on the whole, China's power battery industry chain has a significant advantage. The sales forecast of smart phones and new energy vehicles is that the performance of lithium battery sector is expected to grow in 2020 and increase in 2021.In 2021, we will pay attention to five main lines of investment: first, lithium battery and lithium battery are the leading sectors in the subdivision of key materials;Second, Tesla's domestic supply chain;Third, electrolyte and lithium iron phosphate industry chain;Fourth, lithium battery equipment supply chain;Fifth, new energy vehicles, energy, transportation and other cross-boundary integration of investment opportunities.
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