A warm breeze, lithium-ion battery concept stocks enter an active period

Recently, the my country Association of Automobile Manufacturers announced automobile production and sales data, showing that the production and sales of new energy vehicles in the first half of this year were 413,000 and 412,000, respectively, an increase of 94.9% and 111.5% over the same period last year. Xu Haidong, assistant secretary-general of the China Automobile Association, said that the production and sales of new energy vehicles in the first half of this year were much better than those of the same period in previous years. At the same time, there is news that my country's graphene-coated modified lithium-ion battery positive and negative material technology has achieved a major breakthrough. Affected by the overlap of double benefits, lithium-ion battery concept stocks have recently become active again. Since July 6, the lithium-ion battery index has risen by 7.61%, outperforming the broader market over the same period. A number of lithium-ion battery concept stocks performed well during this period, such as Tianhua Super Clean, Fenghua Hi-Tech, Hezong Technology, and Hanrui Cobalt. Tianhua's ultra-clean performance is the most eye-catching, with a cumulative increase of 52.2% since July 6. Compared with Tianhua Super-clean, Fenghua Hi-Tech's trend is much more stable. Since July 6, Fenghua Hi-Tech has gained a cumulative increase of 50.03%. The latest share price has hit a record high, and the daily K-line has closed for seven consecutive years. Hezong Technology, Hanrui Cobalt, Yulong Co., Ltd., Jingwei Co., Ltd., Wanli Co., Ltd., etc., have all increased by more than 20% during the period. The latest research report of Centaline Securities pointed out that as of July 11, the valuations of lithium-ion batteries and GEM were 29.80 times and 37.04 times, respectively. The current valuation of the lithium-ion battery sector is significantly lower than the industry median of 50.48 times since 13 years. Level. Judging from the latest valuation of lithium-ion battery concept stocks, the rolling price-earnings ratio of 61 shares is below 30 times. Fangda Carbon has the lowest rolling price-earnings ratio, which is only 8.23 u200bu200btimes. Kangxin New Material's rolling price-earnings ratio of 9.97 times ranked second. Changyuan Group, Jiangsu Cathay Pacific, Fulin Precision, Desai Battery, Tianci Materials and other rolling price-earnings ratios are also below 20 times. Lithium-ion battery concept leading stocks Tianqi Lithium, The rolling P/E ratios of Ganfeng Lithium and Huayou Cobalt are 24.46 times, 26.46 times, and 25.42 times respectively. As the performance disclosure of the semi-annual report enters the peak period, the performance of lithium-ion battery concept stocks has surfaced. Judging from the existing data, only Weihua shares published a semi-annual report, the company achieved a profit of 58 million yuan in the first half of this year, an increase of 639.34% over the same period last year. The company said that Zhiyuan Lithium's first 13,000-ton production processing line was completed at the end of March, and the output quickly climbed, the output and cost have reached the expected target, and mass supply has begun. Among the lithium-ion battery concept stocks that have not yet announced the semi-annual report, 20 stocks are expected to double their net profit in the first half of this year, such as Shuangjie Electric, Jiangte Electric, Tianyuan Group, Hanrui Cobalt, Fenghua Hi-Tech and so on. Shuangjie Electric is expected to have the highest increase in net profit. The company expects a net profit of 164 million to 169 million yuan in the first half of this year, an increase of 850% to 880% over the same period last year.