New energy vehicle lithium-ion battery stocks are getting hot

New energy vehicle lithium-ion battery stocks are getting hot. Although the market has fallen sharply recently, Tibet Mining (000762, closing price of 27.40 yuan), Polyfluoride (002407, closing price of 45.21 yuan), Huafang Textile (600273, closing price of 16.94 yuan) ) Represented by the new energy vehicle lithium-ion battery stocks bucked the market and rose, becoming a rare defensive sector in the weak market. And all of this is related to the upcoming launch of the first industry plan. The new energy vehicle regulations were promulgated at the end of May. On May 6, the Chinese government published the 'Notice of the State Council on Further Strengthening Work to Ensure the Realization of Energy Conservation and Emission Reduction Targets in the Eleventh Five-Year Plan' (hereinafter referred to as the 'Notice'). The 'Notice' pointed out that to continue to do a good job in the demonstration and promotion of new energy vehicles, relevant departments must issue detailed implementation rules before the end of May. The ever-calling industry plan finally has a clear timetable for its release. Affected by this news, new energy vehicle lithium-ion battery stocks have performed well recently. After the market turned down in mid-April, Tibet Mining rose against the market, and the weekly K-line continued to close for three weeks; Polyfluoride, which was listed for only 4 trading days, has now two daily limits; Dangsheng Technology (300073, closing price) 55.06 yuan) also stopped the decline this week, and on the 21st, the daily limit was blocked; as for Jiangsu Guotai (002091, closing price 26.26 yuan), Shanshan shares (600884, closing price 18.13 yuan), these old-brand lithium-ion batteries Stocks performed better than the broader market, and both rose more than 5% on the 21st. The lithium-ion battery market has great development space. The official launch of the new energy vehicle market is a great opportunity for development for the entire industry chain. Those who benefit from the growth of the market will overturn vehicle manufacturers and component manufacturers. Industry researchers said that considering the current development status of related companies in my country, product maturity, and secondary market share price performance, lithium-ion batteries, which will be the mainstream of vehicle power lithium batteries in the future, will be a better investment target. Xu Chao, an analyst at Great Wall Securities, believes that there is a lot of room for the power lithium-ion battery in the future, and he is optimistic about the industry's investment opportunities. Last year, the Minister of Science and Technology Wan Gang proposed the development goal of my country's new energy vehicles. By 2012, 10% of the newly processed domestic vehicles will be energy-saving and new energy vehicles. According to data from the China Automobile Association, my country's automobile production and sales exceeded 13 million in 2009; even if it does not increase in the future, new energy vehicles among the 13 million vehicles in 2012 should reach 1.3 million. Li Shengmao, a researcher in the automotive industry of China Investment Securities, said that based on the cost of each new energy hybrid vehicle battery of 60,000 yuan, 52 kg of cathode material, 41 kg of anode material, and 40 kg of electrolyte, domestic battery manufacturers will usher in a total output value of 60 billion. Yuan's big cake. However, Wang Yanxue, analyst at Huachuang Securities, pointed out that the current domestic situation is that some battery materials can be used in actual products, but some key links, such as power management systems, domestic manufacturers' technology is not enough. Some researchers also told reporters that before receiving orders, related stocks are still mostly based on concepts. In addition, judging from the past practices of the A-share market, relevant individual stocks often appear to be 'dead' after such industry policies are announced. At present, the core issues that the outside world is concerned about, such as subsidies, technical routes, etc., have been reported in more detail by the media. Therefore, he emphasized that if the detailed rules do not have unexpected content, investors must grasp the pace of operation. Extended Reading Review of Lithium-ion Battery Manufacturers Since the National Day in 2008, A-share speculation on new energy vehicle battery stocks has entered its third year. To what extent is the relevant business of each manufacturer currently progressing? In this regard, the 'Daily Business News' reporter recently verified the latest situation of important companies. Among the A-share listed companies, Tibet Mining and CITIC Guoan are the most important ones holding lithium resources. Among them, Tibet Mining has the 20-year mining right of Zabuye Salt Lake, the largest reserves in the country and the third largest in the world, and it has abundant lithium carbonate reserves. The company announced on the 7th of this month that it is preparing to conduct a non-public offering, raising 1.5 billion yuan, all of which will be used for the development of lithium resources. In terms of cathode materials, the most important ones that can be used for vehicle-mounted power lithium batteries are lithium manganate, ternary materials, and lithium iron phosphate. The market has always regarded Shanshan shares as a representative, but the reporter of 'Daily Business News' learned that the main focus of Shanshan shares into Japanese companies is ternary materials, which is inconsistent with the mainstream use of lithium iron phosphate in my country, so it is listed in listed companies. , The important manufacturer should be Dangsheng Technology. An important product of Dangsheng Technology is lithium cobalt oxide, which is currently widely used in small lithium-ion batteries. However, the company currently has a small amount of ternary materials and lithium manganese oxide output, and lithium iron phosphate has completed a small test and is doing industrial development. For power lithium batteries, Huafang Textile. The company has just launched the finished product for bicycle use. Regarding the power lithium battery for new energy vehicles, the company said it will start production in the third quarter. In addition, Zhongju Hi-tech, as a key support company of the Guangzhou Provincial Government in the field of new energy vehicles, although the main focus is on nickel-metal hydride power lithium batteries, the company is currently conducting laboratory research on lithium-ion batteries.