Lithium Concept Stocks Limit Lithium Carbonate Price Up Closer

The rise of the concept of lithium has long been a sign, only on the occasion of the index oscillations fell on Friday, the plate in the BYD (002594, stock bar), Tianqi Lithium (002466, stocks), Hao Feng Liye (002460, stock it) will be reversed City closed daily limit. Yesterday, the above three stocks once again closed daily limit, and led Yi Wei Li Neng (300014, stock it), CITIC Guoan (000 839, shares it), Lu Cheung shares (002 192, stock it), Tibet Mining (000 762, stock it), Dang Sheng Technology ( 300073, stocks), Wanxiang Qianchao (000559, stocks) and Shuguang (600303, stocks) and other stocks closed at daily limit, and the entire sector was extremely active.

As a new hot spot in the recent rebound, the rising popularity of lithium concept stocks is mainly supported by three factors.

1. Lithium products enter the price increase channel. Earlier this month, the global lithium giants FMC and Chemetall of Germany joined forces to increase lithium carbonate prices. The price increase was about 20%, and the price increase was driven by cost. Among them, the downstream products of FMC include lithium hydroxide, lithium chloride, lithium salts, lithium battery materials will increase prices by 15%-25%.

Huatai United Securities believes that this means that the price of lithium carbonate is about to get rid of the weakness in the past three years, and it has entered an upward path; on the other hand, it means that leading enterprises in related industries in China are also expected to follow up, thereby increasing the profitability of the lithium carbonate industry. . It is reported that 70% of global lithium products are provided by SQM, Chemetall, and FMC of Chile. Chinese manufacturers account for 29% of the total. Due to high industry concentration and lithium extraction technology in salt lakes, the three giants dominate global carbonate production. Lithium pricing power.

2. The business climate continues to improve. Prior to this, the global supply of lithium carbonate was still slightly surplus, to some extent inhibited the upward trend of lithium carbonate prices. However, due to the recovery in demand, the lithium battery industry is still in business. According to the forecast of SQM at the end of May, the global lithium market growth rate is expected to reach 10% this year. Guo Jin Securities (600109, stock bar) said that with the domestic electric vehicle power battery, grid energy storage battery and other emerging demand start, and the recent domestic governance of the lead-acid battery industry, the weight of electric bicycles, battery-grade lithium carbonate Demand for high-end lithium products is growing.

3. The BYD effect appears. Judging from the reaction of the secondary market, BYD’s return to A-shares has clearly formed a wave of lithium-powered whirlwind: Before the stock’s listing, the lithium stock concept stocks in the A-share market have experienced tentatively rising moves; while BYD’s strong gains in the past three trading days have increased. , More industry stocks have brought catalysts to the collective activity.

Tian Qi Lithium Leading the Filling Rights Market As the main speculation target of emerging industry varieties, lithium concept stocks had a strong market as early as the second and third quarters of last year, but from the current rhythm of speculation, the outbreak of the current round of lithium electricity prices There have been four major differences before.

1. BYD and Tianqi Lithium promoted the leading varieties. There is no doubt that BYD has become the leading brand in the near future: The first show of the stock has soared by 41.39%. Since then, the daily limit has been sealed for two consecutive days and it has closed at 30.80 yuan yesterday. At the same time, Tianqi Lithium rose rapidly in the current round of speculation. The stock has landed on the small and medium-sized board from the end of August last year and went down almost unilaterally. On Friday, there was a word daily limit, and yesterday the daily limit was again at 39.11 yuan. Better price match. According to statistics, the company is the largest supplier of core materials for lithium-ion batteries in China. The domestic market share of battery-grade lithium carbonate accounts for 54%. In the future, the self-sufficiency rate of spodumene will gradually increase to around 50%. In addition to the above two shares, billion-year-old Lithium, Luxiang shares, CITIC Guoan and Shuguang shares last year, lithium varieties of popular stocks also quickly broke through. Last year's leading stocks such as Chengfei Integration (002190, stocks), Fosu Technology (000973, stocks) and Desai battery (000049, stocks), etc. are slightly less attractive.

2, the industry chain stocks throughout the line blowout last year, the speculation of lithium stocks by the lithium battery manufacturers, restructuring stocks hit the first shot, and then transmitted to the upper reaches of the lithium power resource stocks and the downstream new energy automobile stocks. However, from the recent market, the rise of the lithium industry has a full blown trend. Among the top gainers in yesterday's trading, there were Tianqi Lithium, Yufeng Lithium, Yilv Lithium, CITIC Guoan, and Dangsheng Technology in the midstream product category, and Tibet Mining and Tibet City Investment in the upstream resource advantages. 600773, share it), Tian Qi Lithium and Lu Xiang shares; downstream lithium battery application of new energy vehicle concept stocks BYD, Wan Xiang Qian Chao, Shuguang shares, Changan Automobile (000625, shares it) and Shanghai Automotive (600104, stock it). In addition, last year's hype of the concept of lithium battery has triggered a relay hype such as electronic devices, rare earth permanent magnets and other emerging industry stocks. Yesterday, Taiyuan Gangyu (000795, shares), Ningbo United (600051, stocks), Farah Electronics (600563, stocks) And other stocks daily limit, Leshan Electric (600,644, stocks), Ningbo Yunsheng (600,366, stock it) and other polysilicon concepts also hit the daily limit.

3, high transfer of initial superposition effect turned over yesterday's lithium stocks rose list, it is not difficult to find that more than one stock has the power to grab rights. Such as Tianqi Lithium, Yiwei Lithium Energy, Kefeng Lithium, Dangsheng Technology, Wanxiang Qianchao, Shuguang Stocks, Jiangsu Guotai (002091, stocks), etc., have recently implemented high-delivered transfer, which has increased the stock price The Changan Automobile will implement the expulsion of 10 to 4 to 4 on Thursday and the momentum of power grab has been exhausted. Previously, this newspaper has pointed out that the recent market recovery, the annual report of high transfer category is expected to restart the speculative enthusiasm under the support of funds, while the new shares of the lithium concept stocks have apparently appeared in the superposition effect of the two major themes.

4, restocking market has sustained the recent rebound in the stocks of the top, generally started in the oversold, especially the new shares, the earlier decline far more than the same period the broader market. On the contrary, last year’s rise was too large, Cheng Fei’s integration of large-scale box consolidation, Fosu Technology, Western Resources (600139, shares), Shanghai Automotive, and Xiamen Tungsten Industry (600549, stocks), etc., were all relatively low in recent days. .

As a whole, the conception of lithium stocks has been fully bloomed in the past two days. Some analysts pointed out that, in addition to the above-mentioned significant increase in the price of lithium carbonate varieties, the market outlook can still observe a relatively stable performance of the old-style lithium battery stocks such as Shanshangufen (600884, shares it), Fosu Technology.