Will Tianci Materials, the leader in lithium-ion battery materials, become a big stock in the future?

Hello everyone, I am Jing Guanjun. One article per day will help you save millions of research costs for big guys. Welcome to pay attention! It's Sunday, let's talk about something different. My readers are a group of friends who have a special spirit of learning about things. Usually, the messages received every day include three types: How about Huadong Medicine? Should TBEA leave? Can Sany still keep? These three questions sound similar, but in fact there are subtle differences. The first one: How about Huadong Medicine? This shows that this friend does not own Huadong Medicine, and he is still waiting and hesitating, not knowing whether he should start. In fact, I will also face such troubles. Generally speaking, before choosing stocks, I will simply make an analysis of its fundamentals, first look at the track, and second look at the profit. If the company is losing revenue, even if the track is good, I will not start easily. The second one: Should TBEA go out? It has risen to the level of whether it should go out or not, indicating that money has been made from this stock, but it is uncertain whether this stock can go to a new high in the future. At this time, I usually set the take profit and stop loss. As long as they meet their inner expectations, they can release some or even liquidate their positions to ensure that they will not be used in vain by the stock market. The third one: Can Sany still stay? The question of whether or not to stay is really empathetic. In general, friends who have this kind of doubt are basically bargaining at halfway up the mountain and entering the end of the world on the right. They may have lost a lot of money. If the stock price does not rise, or the growth is not good: the company is very profitable, but the future will not have more profitable space than it is now. ICBC is like that. Either the profitability is not good: For example, large companies monopolized by the state have no room for profit, such as PetroChina and Sinopec. Unless the logic changes, it will be difficult to get to the next level. Back to the topic. The lithium battery industry is an industry heavily researched by institutions. In addition to the Yongtai Technology mentioned some time ago, Tianci Materials has also been frequently investigated by institutions recently. On June 17, there were 269 institutions for investigation and on June 18, there were 64 institutions visited. Tinci Materials is the leader in lithium-ion battery materials. Will it become a big bull stock in the future? 1. A certain opportunity is: new energy will continue to rise. Although the country's subsidies for new energy have declined, everyone can feel that new energy has been on the path of rising. The United States has recently tightened its monopoly on semiconductors and banned 28nm semiconductor equipment. Taiwan Semiconductor Manufacturing Co., Ltd. and UMC want to expand the production of 28nm equipment in the mainland. The United States directly does not allow the supply, and I will never die! New energy vehicles cannot lack chips, and 28nm semiconductors are one of the foundations of new energy. Last week, semiconductors surged, and North China Chuangchuang and Xinyuan slightly limited their daily limit, which shows that the country has the determination to do it on its own. This is bound to be a fierce battle. According to this line of thinking, the country's investment in new energy will increase, not only for internal development, but also for external resistance. 2. Lithium battery is also an important engine for new energy in a short time. There are many ideas about new energy power lithium batteries, but only lithium-ion batteries and fuel power batteries have real value. At present, the cost of fuel power battery is more than twice that of lithium battery, and the service life is shorter than that of lithium battery, and the construction cost of hydrogen refueling station is too high. Regarding fuel power cells, some time ago, we also analyzed the ice wheel environment of a main cryogenic compressor, and predicted that the hydrogen energy technology will mature in 30 years. This shows that at least for nearly 20 years, it is still the world of lithium-ion batteries. Five years later, the market size of my country's lithium-ion battery industry will exceed 260 billion yuan. Tinci Materials is mainly engaged in electrolytes, with an annual output of 12,000 tons of lithium hexafluorophosphate in 2020, which is already the industry leader. And any industry, as long as the interests are driven, it will welcome a steady stream of entrants. Major manufacturers in the electrolyte industry have begun to expand production, making it more and more difficult to get gold. I am not pessimistic about the lithium battery industry itself, because the industry will grow bigger and bigger, and eventually oligarchs will appear. Big fish eat small fish, big companies merge with small companies, and profits will be compressed when there are more competitors. Small companies usually cannot survive fierce price wars and can only survive by breaking their arms. In the end, a single big or two or three giants coexist. 3. Layout ahead of schedule will have a stable victory. Although he is the eldest brother now, but the younger brothers are beginning to expand production to grab their position, and it is better to take the initiative to sit still. Tinci Materials now has 3 new projects: 152,000 tons of lithium battery new material liquid hexafluoride, an annual output of 62,000 tons of electrolyte basic materials project, and an annual output of 300,000 tons of iron phosphate project (Phase I). Tinci Materials plans to expand the production of 150,000 tons of liquid lithium hexafluorophosphate, with two advantages: The first is higher product quality. Liquid hexafluoride products have better uniformity, which is conducive to the stability and uniformity of customer product quality and improves the consistency of battery cell performance. The second is more cost-effective. The investment per ton of liquid hexafluoride is lower than that of solid products, and the conversion rate and yield are higher. This project is expected to be in a balance between supply and demand in 2023, and there is still a lot of room for profit. In addition to the advantages of hexafluoro products, Tinci Materials has an advantage that other competitors lack-a complete industrial chain. In the non-public issuance of investment projects in 2020, Tinci has improved the integration of the 'sulfuric acid-hydrofluoric acid-lithium fluoride/phosphorus pentafluoride-lithium hexafluorophosphate-electrolyte' industrial chain to comprehensively increase the self-production rate of raw materials and continue to strengthen the company Core competitiveness. Although Tianci has not made any effort yet, I feel that this kind of industrial chain thinking has far surpassed others. It is equivalent to that the younger brother is still learning words, and the older brother can already recite the Three-character Sutra. Finally, three conclusions: First: Lithium-ion batteries will pull back, but there are too many competitors and the price will not rise sharply in a short time. Second: The lithium-ion battery industry will be divided, the strong will be stronger, and the weak will not escape the fate of acquisition. Third: The entry time of fuel power batteries will affect the development of lithium-ion batteries. As of Friday's close, the total market value of Tianci Materials was 95.07 billion yuan.