Original title: 9 stocks daily limit! The sector attracted more than 4 billion yuan!Interpretation of the rise in the lithium battery sector from three angles
[9 stocks daily limit! The sector attracted more than 4 billion yuan! Interpretation of the rise in the lithium battery sector from three perspectives]As for the investment opportunities in the lithium battery concept sector, Pan Shaogan believes that “the lithium battery sector is welcomed by capital, and the continuous inflow has a policy background. The lithium battery concept sector can still intervene on dips in the future. The industry leaders in the first and second tiers are worthy of continuous follow-up.”
On May 28, the lithium battery concept sector index performed well. As of the close of 15:00, the overall growth rate of the sector was 3.35%, rankingOriental wealthThe concept sector is at the forefront of the growth list, with a turnover of 136.9 billion yuan on that day, an increase of 58.27% over the previous trading day.
In terms of individual stocks, there are a total of 9 stocks daily limit in the sector, namelyRongbai Technology、Sustainable power、Xinlun Technology、Skyline shares、Polyfluoride、Tianyuan shares、Enjie shares、Mindong Electric Power、Joaquin Capital；Godsend materials(9.20%)、Dangsheng Technology(8.63%)、Longpan Technology(8.35%)、Penghui Energy(8.23%)、XD Huayou Cobalt(8.15%)、Tiannai Technology(7.97%)、Xinwangda(7.76%)、Sea star(7.10%) andPutailai(7.09%) and other stocks also rose by more than 7%.
The strong performance of the lithium battery sector can be analyzed from three perspectives. First of all, from a policy perspective, Liu Cunxin, a researcher on the private equity row network, told a reporter from the Securities Daily: “On May 26, the first plenary meeting of the Carbon Peak Carbon Neutralization Work Leading Group was held in Beijing. This is for the carbon neutral field. It is positive, and the lithium battery concept sector is the biggest beneficiary of carbon neutrality.”
Secondly, from the perspective of sector rotation, Pan Shaogan, general manager of China Investment Liying Assets, analyzed to a reporter from the Securities Daily: “Today’s lithium battery concept sector performed strongly, mainly due to the recent market volatility and upward sector rotation. At the beginning of this week, financial heavyweights collectively pulled up sharply. However, the new energy sector, including automotive vehicles and lithium battery concept sectors, did not perform outstandingly, and some have even oscillated and adjusted for several days. Therefore, today’s lithium battery concept sector, new Energy auto stocks have turned upside down one after another.”
Finally, the better performance of the lithium battery sector is naturally related to that of listed companies.PerformancePerformance is directly related. Liu Yan, Chairman of Anjue Assets, told the “Securities Daily” reporter, “With the rapid development of new energy vehicles, the demand for lithium batteries has greatly increased, and the prices of raw materials have also been rising. Data show that as of May 12, battery-grade lithium carbonate The average price was 89,000 yuan/ton, an increase of 134% from last year’s low of 38,000 yuan/ton; the average price of battery-grade lithium hydroxide rose from 60,000 yuan/ton to 86,000 yuan/ton. Lithium battery concept stocks benefited from the product Prices have risen, and the quarterly and interim results are mostly good news.”
According to “Securities Daily” reportersOriental wealthChoice dataStatistics found that the lithium battery sector in the first quarterNet profitThe year-on-year growth rate was 416.29%. Among the 221 listed companies in the lithium battery sector, 189 companies achieved a year-on-year increase in net profit in the first quarter of this year, accounting for 85.52%. among them,Tongling Nonferrous、Ganfeng Lithium、Shengtun Mining、Nord shares、Zhenyu Technology、Overclocking three、Tiantie shares, Dover,Shi Dashenghua、GAC GroupWait for 133 companies to double their performance in the first quarter.Among the 32 companies in the lithium battery sector that have issued interim performance forecasts, someBoliwei、Shanshan shares、Mount Everest, Tibet、Lucky FilmwithZhongwei sharesWaiting for 16 companies.
Regarding the excellent performance of the lithium battery sector, Yuan Huaming, general manager of Huahui Chuangfu Investment, commented on the reporter of the Securities Daily: “The new energy automobile industry is one of the most certain industries in China for growth, and it will inevitably drive the upstream lithium battery industry. Continued expansion. Since the beginning of this year, the sales of new energy vehicles have increased rapidly, which has also exacerbated the tension between the supply and demand of lithium batteries. With the expansion of the global new energy vehicle industry, the lithium battery industry is restricted by the supply of upstream raw materials, and the short-, medium- and long-term certainty of the industry is very prominent. It’s not difficult to understand that companies in the lithium battery sector have performed well.”
Boosted by the above factors, the lithium battery concept stocks also received market capital gains. On May 28th, the lithium battery sector showed overall performanceMain forcefundsNet inflowThe situation has attracted a total of 4.085 billion yuan. among them,Changan AutomobileMost favored by the main funds, the main net inflow of funds reached 709 million yuan;Polyfluoride(430 million yuan),BYD(411 million yuan),XD Huayou Cobalt(375 million yuan),ZTE(366 million yuan) andNingde era(308 million yuan) and other 16 stocks, the main net inflow of funds also reached more than 100 million yuan.
Regarding the investment opportunities in the lithium battery concept sector, Pan Shaogan believes that “the lithium battery sector is welcomed by capital, and the continuous inflow has a policy background. The lithium battery concept sector can still intervene on dips in the future, and it is worth continuing for the leaders in the first and second tier industries. track.”
“At present, the concentration of the lithium battery industry has increased significantly. Investors are advised to pay attention to the leading companies with outstanding fundamentals and long-term adherence to R&D and innovation.” Liu Cunxin said.
Liu Yan said, “The early adjustment of the lithium battery industry has left sufficient momentum for market funds to do more, but the upstream companies in the industry will undoubtedly be the biggest beneficiaries, especially the industry leaders with the world’s first-line high-quality lithium resources.”
Table: List of shares with net inflows of over 100 million yuan in the main lithium battery sector on May 28
(Source: Securities Daily)
(Editor in charge: DF078)
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