Share prices of 6 lithium battery materials companies rose to record highs
On Tuesday, A shares surged across the board, and individual stocks showed a general upswing pattern. In particular, 6 stocks of lithium battery materials hit a record high.
As the industry is in a period of high prosperity, many lithium battery concept stocks performed very well in the first quarter, and the net profit attributable to shareholders of the parent company of Dofluoride in the first quarter increased by 1245% year-on-year The performance of Dangsheng Technology has also increased by five times, Tianci Materials has increased by nearly five times, Ganfeng Lithium has increased by more than three times, and Rongjie has more than doubled; of course, not all lithium battery concept stocks have the same performance. So outstanding, for example, the net profit of Zhiyun shares attributable to shareholders of the parent company in the first quarter increased by -115% year-on-year.
As the upstream of the entire new energy industry chain, insufficient lithium supply is the biggest bottleneck for the development of the entire industry chain in 2015, due to the long production cycle of lithium mining projects (2-3 years) , The demand is more concentrated, and the mismatch between supply and demand triggered the skyrocketing market for lithium carbonate in the fourth quarter of last year. According to calculations, in 2016, the global new supply of lithium carbonate was 25,000 tons, and the new demand was 23,000 tons. The imbalance between supply and demand will be eased to some extent. However, from the perspective of rhythm, the new production capacity will be concentrated in the second half of 2016. Lithium carbonate will still be in short supply for half a year, and supply and demand will be tightly balanced throughout the year. Combining the self-sufficiency of lithium resources and the production capacity of lithium carbonate, the Battery Alliance continues to recommend industry leaders Tianqi Lithium and Ganfeng Lithium. In addition, Zhonghe's lithium concentrate output this year is expected to reach 60,000 tons, and Rongjie's lithium mine project is also It is expected to be put into production in the second quarter, it is recommended to focus on