2030 years ago, the carbon peak action method announced, 79 lithium-ion battery companies disclosed three-quarter results

　　Author ：Iflowpower – Portable Power Station Supplier

◎ According to Wind data, new energy car, the subject matter is stable last week, the index has little change; the power lithium-ion battery subjects are affected by good news, the index rises by 1.00%; the lithium mine subjects are weak, and the last week index fell 5.13.

%. Each reporter Li Shuo has made great differentiation in the new energy vehicle related subject matter in the new energy vehicle related subject matter every day, the new energy car related subject matter in the capital market. According to Wind data, new energy car, the whole week, the overall trend last week is stable, and the index has little change; the power lithium-ion battery subjects are affected by good news, and the index rises by 1.

00%; the lithium mine subjects have weak, and the last week index fell 5.13%. Wind data shows that as of November 29, 79 lithium-ion batteries have disclosed three-quarter results report.

Among them, 65 companies achieved the net profit from the previous three quarters, accounting for about 82%. Relatively speaking, although the price of raw material in the upstream of the power lithium-ion battery is soared, the lithium ore related stocks are weak. According to the analysis, lithium mine stocks have a total of excessive increase in the total amount of money this year.

In the late September, the relationship between the stock price and the fundamental relationship in September, and the market emotional factors continue to improve. Many lithium mining stocks are unable to measure the perspective of profit expectations and valuation. Guoxin Securities analysis believes that the price of lithium-ion battery main materials in October continues to go up.

Lithium carbonate and lithium hydroxide at the context of high nickel rings and lithium-concentrate prices. Cobalt salt prices continue to be warmer, three yuan positive price rose. Raw materials such as low sulfur graphite, coal asphalt, increased power supply and gradient electricity price increase, negative and graphitized price.

The diaphragm is still balanced, the mainstream diaphragm factory has completed the price adjustment of small and medium-sized battery, and the price adjustment of the leading battery is progressing. The price of hexafluoride and solvent is double up, and the price of electrolyte continues to maintain high. e Data Sheet: Each reporter Li Shuo (data source: Wind data Statistics: October 25 ~ October 29) last week is a list of listed companies in Lithium-ion batteries Most of the seats, while the bear list has more lithium mine subjects.

Among them, Tsla (TSLA) stock price is in front of. Local Time October 25, US Car Rental Company Hertz (HERTZ) announced that it is planned to order 100,000 Tesla car and part charging facilities. Starting from November, US users can rent Tesra Model3 in the airport and nearby store in the United States, and some cities in Europe can also supply Tesla rental services.

Affected by this news, Tesla's share price sharply increased by 12.66%, closed 1024.86 US dollars per share, and the market value exceeded 10 trillion US dollars, became another market value of more than 10,000 US dollars in the United States after Apple, Amazon, Microsoft and Google.

It is also the first car manufacturer to achieve this achievement. In China, the lithium-ion battery industry has achieved since this year. According to the third quarter of the company, there are 74 lithium-ion battery industry chain companies to achieve profitability, 5 companies losses in the first three quarters.

64 companies return to the net profit growth rate of more than 20%, 52 companies grow in more than 50%. Among them, polyfluoro (002407.SZ), Ding Sheng New Material (603876.

SH), Germany nano (300769.SZ), Nord Shares (600100.SH), China International (600500.

sh), Shi Shenghua (603026.SH), including 13 companies, net profit, up to 500% year-on-year. Affected by the above-mentioned good news, many of the lithium-ion batteries related to each other increased varying degrees.

In the net inflow of the funds, the performance of lithium-ion batteries is also equally excellent, indicating the market's concerns and confidence in this theme. According to SNeResearch, the demand for power lithium-ion batteries in 2023 will reach 406GWH, and the power lithium-ion battery supply is expected to be 335GWH, and the gap is about 18%. By 2025, it will expand to about 40%.

E Matter 1. The State Council announced that the carbon peak action method on October 26, the State Council announced the "2030 Carbon Peak Action Method" (hereinafter referred to as "Method"), proposing the promotion of the transportation tool equipment low carbon transformation, Actively expand new energy sources such as electricity, hydrogen energy, natural gas, advanced biological liquid fuel, clean energy in the field of transportation. Proposed in "Method", to drive transportation tool equipment low carbon transformation.

Vigorously promote new energy vehicles, gradually reduce the proportion of traditional fuel vehicles in new car production and sales and automotive insurance. Actively expand new energy sources such as electricity, hydrogen energy, natural gas, advanced biological liquid fuel, clean energy in the field of transportation. In addition, the "method" has put forward specific requirements for the penetration rate of 2030 in 2030: By 2030, the proportion of transportation of new energy, clean energy power, the proportion of transportation vehicles, the operation vehicle unit conversion week-to-turn carbon emissions The strength is about 9.

5% more than 2020. 2. Trill "Ning Wang" action frequently frequent on October 28, according to the official news of Ningde (300750.

sz), the new lithium-ion battery manufacturing base project of Ningde Times's investment construction is officially opened in Yichun. Foundation, first investment of 1.35 billion yuan to build 50GWH new lithium-ion battery production and manufacturing base project.

Recently, Ningde Times actively promoted the strategic cooperation with Energy Power Company, disclosed in October, and China Aluminum Group, my country Huadian, Three Gorges Group, Building Materials Group and other energy power companies to sign strategic cooperation agreements, surround energy storage, new energy, intelligent energy Waiting in the field to carry out deep cooperation. 3. Lithium mine prices have new high! On October 26, the Australian main lithium-ore company Pilbara conducted the third lithium-giite concentrate in the BMX electronic platform, this final price is $ 2350 / ton (FOB), $ 2415 / ton (CIF my country), The last price rose by 5%.

It is reported that the amount of ore is 10,000 tons, the taste is 5.2% ~ 5.5%.

According to the calculation of ore prices, the cost of lithium carbonate is expected to rise to 1.72,500 yuan / ton. There is an analysis that the supply of raw materials is tight or will lead to some companies to face the procurement crisis.

If the company's own inventory is limited, it can only choose to expand the expansion. 4. Tesla City Value Due to 10 billion US dollars, Tesla announced the third quarter of 2021, its revenue and net profit were innovative and high, and the gross profit margin of automobile business was as high as 30.

5%. The third quarter Tesla quarter battalion was 13.757 billion US dollars, up 58% year-on-year; net profit of 1618 million US dollars, a larger than 389% year-on-year.

On October 26, the share price of Tesla disappeared was over 9.7% hit $ 998.74, and the market value exceeded trillion US dollars.

It became the fifth largest listed company for Apple, Microsoft, Google and Amazon. 5. The third quarter of the dynamic lithium-ion battery company disclosed in the near future, and many lithium-ion batteries announced the third quarter earnings.

Among them, Yiqi Lithium (300014.SZ), Guoxuan Gaoke (002074.sz), the financial report released by Xinwang (300207.

SZ) and Penghui Energy (000438.SZ) showed that the four companies of the three quarters Rate declines. The Ningde Times announced the third quarter report show that the gross profit margin of the third quarter increased.

The company's gross profit margin in the third quarter of this year is 27.89%, which is 0.6% in the second quarter, but it is not 22.

35% in the fourth quarter. E comment recently, Zhongjin Company announced that the global new energy vehicle sales and penetration rate increased, according to the relevant experience related to the S-type rising curve, and the latest industrial chain guidance, it is expected that electric car sales is expected to exceed 10 million, Industrial chain measurement foundation will be revised, and the long-term investment framework will be rebuilt. Investment suggestions, Zhongjin Company is optimistic about the head new energy vehicle company and leading parts companies in electric intelligence, including Tesla industrial chain, electric drive industry chain, etc .

; optimistic about lithium battery and four materials, and upstream raw materials. Lithium-e-equipment link, Zhongjin Company recommends paying attention to subdivision high-quality company: the key middle and abuting process equipment manufacturers related to battery cells; recommending structural units with battery installed volume, pay attention to the current automation rate is still low Directance segment automation equipment manufacturers with current demand rising acceleration. Everbright Securities expects that my country's new energy auto market will continue to maintain high-speed rise, plug-in mixing models or will increase.

Everbright Securities expects that in 2021, domestic new energy vehicle sales will rise by 156% in a year-on-year, including 157% to 165% to about 320 ~ 3.3 million in the new energy passenger car sales, 2022 domestic new energy Car sales have risen by nearly 50% to about 520-5.30 million year-on-year, among which new energy passenger cars have increased by about 50% to 5 million.

Guoxin Securities believes that accompanying new energy vehicles in September production and sales in September, as well as in the middle and upstream manufacturers, the performance of the leader is honored, 2021, high-spirited highlights, highlights, rehabilitation, optimistic price-priced flexible Tired. Table: Each reporter Li Shuo (data source: integrated Wind, Oriental Wealth Data Statistics: October 25 ~ October 29) A, H shares in the new energy car in the new energy car in last week Among the five listed companies in front of the downstream industrial chain, the Ningde Times won the attention of 13 brokerage in October, the average target price is 778.20 yuan / share.

BYD (002594.sz) received 7 securities, and three of whom gave the target price, an average of 364.2 yuan / share.

It is worth noting that BYD announced that the notice was announced on October 25 that the Hong Kong Stock Exchange agreed to the company to split the subsidiary of BYD Semiconductor Co., Ltd. to the Shenzhen Exchange GEM.

BYD semiconductor proposed no more than 50 million shares, planning 2.89 billion yuan, putting new power semiconductor chip industrialization and upgrading projects, power semiconductor and intelligent control devices R & D and industrialization project. The CITIC Securities Report believes that once the BYD semiconductor business is split, it is expected to reduce the company's capital cost, enjoy the value of independent valuation, enhance the enthusiasm, and strengthen the company's competitive advantage.

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