240 мільярдів юанів! Літієва пластина Солт-Лейк 30 акцій загальної ринкової вартості за останні 15 торгових днів повністю зросла так сильно.
З моменту закінчення етапу 8 лютого цього року, станом на закриття 28 лютого, загальний відскок літієвої пластини yanhu на ринку акцій A- перевищив 15 відсотків, загальна ринкова вартість пластини зросла з 2,056 трлн. юанів до 2,299 трлн юанів, збільшившись більш ніж на 240 мільярдів юанів.
Інші ресурси літію також шукають фонди. Дані Eastern Wealth Choice показують, що починаючи з лютого основний капітал і кредитний капітал зосереджені на залученні ряду запасів літію, загальна чиста купівля яких становить понад 20 мільярдів юанів.
"The new energy industry has seen explosive development since the 'dual carbon' target was set. Up to now, no matter in the field of energy storage or new energy vehicles, the development and production of lithium batteries is still the mainstream technology. With the further improvement of the penetration rate of new energy vehicles, the market demand for lithium carbonate as the basic raw material of lithium batteries is increasing." Hundred days Xu asset partner, Xi 'an Jiaotong University finance doctor Ding Bingzhong in an interview with securities Daily said that the secondary market of the stock market for lithium stocks, is based on the expectation of this market demand.
Enterprises with "lithium" have "profit"
З цього року ціни на карбонат літію продовжують досягати нового максимуму, що не дивно на ринку. Згідно з публічними даними, ціна карбонату літію за останні два місяці зросла більш ніж на 65 відсотків.
"The explosive growth of the new energy vehicle industry is an important driving force behind the rising price of lithium carbonate." Ding bingzhong said.
Data from the Ministry of Industry and Information Technology show that in 2021, the production and sales volume of China's new energy vehicle industry will reach 3.545 million and 3.521 million respectively, with a year-on-year growth of 1.6 times, ranking first in the world for seven consecutive years.
"In the face of strong demand from the downstream, price increase and production expansion have become the new normal of the development of lithium resource industry." Beijing special billion sun new energy technology Co., Ltd. president Qi Haizhen said in an interview with reporters.
Under the background of "rising raw material prices", mining expansion has become the choice of many enterprises. After the Spring Festival of 2022, yiwei Lithium energy, Ningde Times and other lithium companies have issued announcements on the layout of lithium resources. Lanxiao Technology, the leading company of Lithium extraction in Salt Lake, has also recently signed a supply contract for the adsorption equipment of lithium extraction project in Salt Lake with Xizang Everest, Yiwei Lithium Energy, Jinhai Lithium and other companies.
"The battle for lithium resources around the world is becoming increasingly fierce, and mining and locking has become a must-topic for many large enterprises to show their capital strength." Qi Haizhen said.
The rising price of lithium carbonate and the release of market demand have also stimulated the enthusiasm of investors in the secondary market. Eastern wealth Choice data show that since February, the main capital and leverage capital focus on the absorption of a number of upstream lithium resources stocks, a total net purchase of more than 20 billion yuan. Among the top 20 stocks with net buying amount of main capital since February, Ganfeng Lithium's net buying amount of main capital is more than 2.5 billion yuan, ranking the first; Followed by Zijin Mining, since February, the net purchase of major funds has also exceeded 2 billion yuan.
Короткострокові{0}}ціни на літій усе ще легше зростати, ніж падати
But in Qi Haizhen's view, lithium carbonate this phenomenon of continuous price increases does not have long-term and sustainable, the end consumers are not willing to pay for excessive price increases, and even some new energy car companies have appeared losses, began to stop receiving orders.
Віце-міністр промисловості та інформаційних технологій Сінь Гобін заявив на прес-конференції Державного інформаційного управління 28 лютого, що Китай прискорить розробку літієвих ресурсів для забезпечення потреб виробництва батарей і боротиметься з недобросовісною конкуренцією, як-от накопичення та підвищення цін.
"Most of the profit from lithium-ion battery products has been taken by the upstream segment, and some battery manufacturers' profit margins have been squeezed very badly." Qi Haizhen said that the statement of the Ministry of Industry and Information Technology shows the management's concept of healthy and sustainable development of the new energy industry. It is necessary to promote the national new energy development strategy rationally, orderly and rhythmically, and can not blindly dream of "taking advantage of their achievements and fighting".
"It takes a certain period for new mineral energy to form." In the next two to three years, demand for lithium is expected to remain strong, and listed companies with competitive advantages are expected to continue to attract investors, Ding said.
Guotai Junan також зазначив у дослідницькому звіті, що постачання ресурсів літію не сильно зросте протягом року, очікується, що спотові ціни на літій зростуть у короткостроковій перспективі, важко впасти.
