Crazy investment in the lithium battery industry!

Recently, the lithium battery sector continued to rise. On the 8th, the related index rose in the forefront. At one time, it rose by more than 2.8%, and the lithium mine rose by more than 5%. The three "lithium kings" competed for the top, the leader Yiwei Lithium once rose by more than 18% during the intraday session. With the highest stock price of 134.05 yuan per share, it hit a record high, with a market value of over 254.4 billion. As of the midday of the day, Guoguang Electric and Putailai had their daily limit, Tianqi Lithium, Huayou Cobalt, Kodak Manufacturing, Lyon Heng, and Azure Lithium Core rose more than 8%.

While the stock price of Yiwei Lithium Energy is skyrocketing, the performance of the other stocks is not far behind. China's Baoan and Putailai have their daily limit, and the lithium battery negative electrode index soared by nearly 6%.

Shi Dashenghua sealed the daily limit at 196.66 yuan per share.

The lithium battery giant Ningde Times also drove high, closing up 3.79%, the latest stock price is 658.11 yuan, and the market value is 1.53 trillion yuan.

Jiuwu Hi-Tech gained more than 10%. Nearly 15 shares such as Tianqi Lithium, Yongxing Materials, and Azure Lithium Core joined forces to set off a daily limit wave in the lithium battery sector.

The State Council issued a document that this industry will explode

The lithium battery sector is completely boiling, which is closely related to the recent news. On the 7th, the Central Committee of the Communist Party of China and the State Council issued the "Opinions on Deepening the Battle of Pollution Prevention and Control." Focusing on energy, industry, urban and rural construction, transportation and other fields, as well as steel, non-ferrous metals, building materials, petrochemicals and other industries, we will carry out in-depth carbon peaking actions. By 2025, the ecological environment will continue to improve, the total emissions of major pollutants will continue to decline, and the carbon dioxide emissions per unit of GDP will drop by 18% from 2020.

In addition, from a policy perspective, the "Carbon Peaking Action Plan by 2030" was released a few days ago. By 2030, the proportion of new energy and clean energy-powered vehicles will reach about 40%. It is expected that new energy vehicles will reach 1,200 in 2030. 10,000 vehicles, compared with 1.367 million vehicles in 2020, a substantial increase. In the medium and long term, the production and sales of new energy vehicles are expected to increase with certainty.

Guo Shougang, deputy director of the Equipment Industry Department I of the Ministry of Industry and Information Technology, recently stated at the "China Automotive Industry Development Forum" held during the 4th CIIE that the role of the inter-ministerial joint conference mechanism for energy-saving and new energy vehicles will be used to coordinate research support. A series of policy measures to accelerate the development of new energy vehicles. Research and improve the safety technical standards of new energy vehicles, and strengthen the management of data security, network security and software upgrade records of intelligent connected vehicles.

Under the guidance of my country's carbon peak by 2030 and carbon neutrality by 2060, the transformation of energy structure and the development of new energy vehicles are the only way. Hydrogen fuel cell vehicles are one of the important technical routes of new energy vehicles. In recent years, they have been strongly supported by national policies. The hydrogen energy and fuel cell vehicle industries have ushered in major development opportunities. The market attention of major enterprises in the industry chain is expected to gradually increase. Multiple favorable policies have also promoted the popularity and boiling of the lithium battery sector.

Products are skyrocketing, leading companies in the industry expand their production like crazy

As national policies tend to strictly control carbon emissions from the "14th Five-Year Plan" period, the "14th Five-Year Plan" period will become a critical time window for carbon peaks. The intensity of carbon control policies is expected to exceed expectations, and environmental protection utilities and new energy are ushered in Development opportunities can also be seen from the recent surge in product prices in the new energy industry chain.

Power-type lithium iron phosphate has risen from 38,000 CNY/ton at the beginning of the year to 88,500 CNY/ton today, an increase of 132.89%;

Lithium Carbonate was quoted at 200,000 yuan per ton, a price increase of 233% compared to the beginning of this year;

The average price of battery-grade lithium hydroxide is 189,900 yuan per ton, an increase of more than 200% over the price at the beginning of the year;

Lithium hexafluorophosphate was quoted at 520,000 yuan per ton, an increase of nearly 400%;

The price of polyvinylidene fluoride has risen by more than 100% from the beginning of the year;

The price of cobalt materials has increased by 60% from the beginning of the year;

The lithium iron phosphate cathode material has risen from 35,000 yuan per ton at the beginning of the year to 65,000 yuan per ton today;

The price of three yuan 523 power single crystal material increased from 110,000 yuan per ton at the beginning of the year to 200,000 yuan per ton;

Artificial graphite anode materials increased from 32,000 yuan per ton at the beginning of the year to 60,000 yuan per ton;

The electrolyte has risen from 35,000 yuan per ton at the beginning of the year to 110,000 yuan per ton currently.

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The agency predicts that in 2022, the global new energy vehicle industry's high prosperity will continue, and the domestic and foreign industrial ecology will accelerate integration. In the medium and long term, the trend of electrification and intelligentization of vehicles is irreversible. It is estimated that the penetration rate of new energy vehicles in China and Europe is expected to exceed 20% by 2025. This also proves that the development of my country's new energy automobile industry has entered the fast lane, and the future prospects are bright. It is also because of this opportunity that many lithium battery leaders have decided to invest heavily in expansion:

Ningde Times: The proposed total investment will not exceed 15 billion yuan to build new projects in Fujian and Guizhou. Specifically, CATL plans to invest 8 billion in the construction of the Xiamen Times lithium-ion battery production base project in Xiamen City, Fujian Province (Phase I); in addition, it plans to invest no more than 7 billion in the construction of new energy power in Gui'an New District, Guizhou Province. And the first phase of the energy storage battery manufacturing base project.

Yiwei Lithium Energy: The company's subsidiaries have invested about 6.2 billion in the Jingmen High-tech Zone to invest in the construction of 20GWh passenger car large cylindrical battery production line and auxiliary facilities projects, 16GWh prismatic lithium iron phosphate battery production lines and auxiliary facilities projects.

Shi Da Shenghua: Its wholly-owned subsidiary Shenghua New Energy Technology (Dongying) Co., Ltd. plans to invest a total of 1.6 billion yuan to build a 300,000-ton/year electrolyte project. Shenghua New Energy, a 51%-owned subsidiary of the company, plans to invest 560 million yuan in the construction of a 100,000-ton/year liquid lithium salt project.

Huayou Cobalt: The company and Xingfa Group cooperated around the entire industrial chain of new energy lithium battery materials in Yichang, Hubei, to jointly invest in the integrated industry of phosphate mining, phosphorus chemical industry, wet-process phosphoric acid, iron phosphate and lithium iron phosphate materials, and build 500,000 tons/year iron phosphate, 500,000 tons/year lithium iron phosphate and related supporting projects......

The prosperity of the new energy industry is increasing day by day, and it is developing on a large scale. Sectors such as wind power and photovoltaic solar energy will also be driven. On the one hand, it can reduce our consumption of oil, and on the other hand, it can reduce tail gas emissions, which is conducive to environmental protection. Therefore, the development of new energy vehicles is the best time for us to achieve overtaking in corners. We are the chasers of traditional fuel vehicles, but we are the leaders of new energy vehicles, which means that the market of chemical products in the industrial chain of new energy, photovoltaic, wind power and other industries will be "ignited" one after another, and prices and demand will be obtained.