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On September 6, the lithium-ion battery concept stocks have again strengthened. Nagawa Shares (300198), Xiong Shares (002733), Cold Cobalt Industry (300618), Decisive Technology (300073), Jinyin River (300619) and other stocks, lithium-ion battery seizure star stock Tianqi Lithium industry ( 002466) The increase of 7.64%.
As of the closing, Tianqi lithium industry has dropped to 2.09%. In fact, the lithium-ion battery sector is optimistic about the market.
Since the end of August, the lithium-ion battery concept stock has repeatedly performed strong performance. According to statistics, there are recent lithium-ion battery concept stock prices to create new high in the year. From the upstream link, according to the analyst artist, the domestic numerous carbonate production, including Tianqi lithium industry, including environmental protection restriction, insufficient production of lithium carbonate, limited supply.
At the same time, domestic positive material and battery factory orders are sufficient, and the output is still high, and the lithium carbonate is strong. Data show that the battery-level carbonate rises from 102 million / ton last week to the latest 160,500 / ton; industrial grade carbonate rose up to 130,000 / ton last week to the latest 142,500 / ton. And the price of cobalt continues to rise, up to 437,500 / ton last week to the latest 450,000 / ton.
Many upstream raw materials have become beautiful in the first half of the year, plus lithium carbonate, cobalt prices continue to rise, and the market is in the expected. Shen Wanhongyuan's colored industry analysts said that it will continue to optimize the new energy industry, preferring lithium, magnetic materials, sulfate, etc. From the middle, the lithium-ion battery industry is moving toward standardization, automation and intelligence; competing from disorderly competition.
According to the electronics new industry analyst, the new production of lithium battery in 2017 exceeded 40GWH, estimated according to each GWH 5-6 billion, and the investment corresponding to production expansion in 2017 (including the next two or three years) is 200-300 billion ( or above). During this development, lithium-ion battery automation equipment companies and lithium-ion battery testing equipment companies are particularly optimistic. It is worth noting that this year, the positive policy of downstream new energy vehicles has been continuously completed, which will be constantly supported by the supply source of lithium-ion battery industries.
Recently, the Ministry of Industry and Information Technology announced the 12th batch of new energy vehicle models for exempting vehicles, and many listed companies were selected. According to the auto industry analyst research on new energy car retail stores in Beijing, the passenger ring in August is indeed rising than. Dipped from the year-related experience, generally new energy car sales in the fourth quarter accounted for about 40%, so there is a good news about new energy car data.
Recently, a conference call, fuel consumption points and new energy points in Anxin Securities Electricity, is worth paying attention to. Disclosure, fuel consumption points and new energy points parallel system refer to relevant experience in California, USA. In order to cope with the new energy automotive industry, China continues to maintain stable development.
Related comments have been announced in September last year, causing a big controversy in the industry, and the comments have been modified. At present, the industry's point of view believes that the policy is very likely to postpone execution. Relevant new energy car experts believe that this points policy is extremely important in the history of new energy vehicles, will be implemented.
It is expected that the mainstream new energy automobile companies in China will become the seller of the integration market in the future, this piece should bring important income to them. From the perspective of policy, new energy automobile policies, including dual integral systems are expected to be tuned in the second half of 2017. The 2018 new energy vehicle policy will be in an unprecedented relative stability period.
In addition, the subsidy policy is affected, the supply side of the new energy car in 2018 will once again, and the production and sales will be guaranteed. Based on the long-term sustained optimistic about the new energy automotive industry, new energy automotive industry experts also optimize the main line of the three-yuan positive material battery leading and upstream resource companies and other investment. From the perspective of stocks, Xingye Securities believe that the stock can pay attention to two main lines: First, the upstream resources are not the price reduction, pay attention to Tianqi Qi Qiyu, the 锋 业业 (002460), Huayou Cobalt Industry (603799), Nord Shares (600110), etc .
; the world's mainstream supply chain, pay attention to the innovation shares (002812), Hongfa shares (600885), three flower ministerial control (002050), Guoxuan Gaoke (002074). .
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