Yesterday, the stock indexes of the two cities first fell and then rose, and the theme stocks rebounded collectively in the afternoon. Among them, the lithium-ion battery sector soared 2.97%, achieving a good market performance.
Specifically, in the lithium-ion battery sector, three stocks including Fosu Technology, Jiayu Stock, and Ganfeng Lithium achieved their daily limit. In addition, Tianqi Lithium (8.39%), Penghui Energy (8.31%), and more Fluoride (7.58%), Huayou Cobalt (7.50%), Guoxuan High-tech (7.46%), Guoguang Electric (7.45%), Tianci Materials (7.37%), Tibet Mining (7.14%), Keheng Co., Ltd. (7.05) %) and other stocks have also achieved substantial gains, with gains of more than 7%.
Funds flow upward. There were 37 lithium-ion battery concept stocks in the two cities with a net inflow of more than 10 million yuan in large-scale orders yesterday. Among them, 12 concept stocks had a net inflow of more than 50 million yuan in large-scale orders yesterday, and a total of 1.349 billion yuan was attracted. Feng Li Industry (35,293,929 million) and Jiayu (28,303,28 million) two stocks had the highest net inflows of funds yesterday, both exceeding 200 million yuan. The remaining 10 large-scale single stocks with a net inflow of 50 million yuan were respectively For: GEM, Dongxu Optoelectronics, Tianqi Lithium, Noord shares, Cangzhou Pearl, Fosu Technology, Polyfluoride, Baoqianli, Yiwei Lithium Energy, Zijiang Company.
It is worth mentioning that since May, the overall investment opportunities in the lithium-ion battery industry chain have also been recognized by many institutions. Among them, the continued upward trend of industry fundamentals driven by policy boosts and rising demand is an important reason why institutions are optimistic.
Specifically, at the beginning of the month, the Ministry of Industry and Information Technology announced the fourth batch of 2017 "Recommended Models for the Promotion and Application of New Energy Vehicles", and a total of 453 new energy vehicles were shortlisted. In this regard, CICC stated that the normalization of the policy announcement is conducive to the continuous increase in sales of new energy vehicles. At the same time, the trend of technological improvement such as high energy density is expected to continue to increase the demand for high-quality batteries and materials. The supply of materials is in short supply, and the best-selling models promote the supporting battery and material leading companies to expand their market share.
Tianfeng Securities also said that domestic and foreign new energy vehicle production is expected to rise sharply in the third and fourth quarters of this year. The rise in lithium salt demand is about three months ahead of that of new energy vehicles, and prices are expected to continue to rise. In fact, the price of lithium carbonate has also shown obvious signs of rising recently. According to business agency data, since April 26, the price of battery-grade lithium carbonate has increased by 2,000 yuan per ton, an increase of 1.52%.
In terms of performance, after the explosive rise of the lithium-ion battery industry in 2016, the performance of the leading listed companies of lithium-ion batteries in the two cities in the first quarter of this year continued to rise rapidly despite the high base of last year. Among them, Jianrui Woneng, Citychamp Chase, Xiangtan Dianhua, Shentiandi A, Shengtun Mining, Jingshan Light Machinery and other companies in the first quarter of the net profit attributable to the parent company increased by more than 10 times year-on-year. In addition, Shanshan shares, Yiwei Lithium Energy, Tianqi Lithium and other lithium-ion battery leaders The company's first quarter performance also achieved a year-on-year increase of more than 40%.
In terms of investment strategy, in the past 30 days, 16 stocks in the sector have received "buy" ratings from 5 or more institutions, and they are favored by institutions. They are: Zhongju High-tech, Zhongtian Technology, Pioneer Intelligent, Shanshan, Desai Battery, Hilead, Narada Power, Guoxuan High-Tech, Sinoma Technology, Kelu Electronics, Cangzhou Pearl, Nordisk, Xinwangda, Yiwei Lithium, Ganfeng Lithium, New Lun Technology.
Manly Battery which located in Shenzhen,China. A leading Lithium battery manufacturer over 12 years , ,pls feel free tosend email to info@manlybatteries.com
