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Recently, A-share lithium battery concept stocks continue to be favored by funds.
As of the close on December 21, the lithium battery sector of Orient Fortune rose 3.09% as a whole. Among them, Nebula (300648.SZ) daily limit, CATL (300750.SZ) rose more than 12%; BYD (002594.SZ), Nord (600110.SH), Yongxing Materials (002756.SZ), Huayou Cobalt (603799.SH) and other daily limit; Tianci Materials (002709.SZ), Yiwei Lithium Energy (300014.SZ), etc. rose more than 6%; Xingyuan Materials (300568.SZ), Ganfeng Lithium (002460.SZ) ) and so on.
Chuancai Securities Research Report believes that the data disclosed by the China Automobile Association recently showed that my country’s power battery output totaled 12.7GWh, an increase of 40.7% year-on-year and a month-on-month increase of 29.1%. The new energy vehicle market continues to be positive, driving the demand for lithium-ion power batteries to maintain rapid growth. High-nickel ternary batteries and lithium iron phosphate batteries are expected to further increase their share in the power battery field.
On December 21, Wang Ge, the new chief analyst of CITIC Construction Investment, said in an interview with the media that the current situation of power cuts in many places is only a short-term phenomenon. In the age of oil, getting oil resources controlled the industry. But lithium batteries are more technology-oriented, involving performance and cost. There is no shortage of lithium resources in the long run, but there may be a price increase in the short term. At present, the key to related industries is to do a good job in the system, reduce costs, and help economy.
As of the close on December 21, BYD, the leader in new energy vehicle concepts, had a net inflow of 8.635 billion yuan, ranking first in the A-share list. BYD closed at 193.6 yuan per share, a record high, and its total market value exceeded 520 billion yuan. The financial report shows that in the first three quarters of this year, BYD achieved revenue of 105.023 billion yuan, a year-on-year increase of 11.94%; net profit attributable to shareholders of listed companies was 3.414 billion yuan, a year-on-year increase of 116.83%.
CATL, one of the stocks most favored by major capital last week, continued to gain popularity. As of the close, the new energy vehicle leader CATL rose 12% to 325 yuan per share, with a market value of 757.1 billion yuan. The Ningde era has risen sharply since this year, with an increase of more than 206% during the year. At the same time, CATL became the first listed company on the GEM with a market value of over 700 billion yuan, and successfully ranked among the top ten A-share stocks.
According to the financial report, CATL achieved revenue of 31.522 billion yuan in the first three quarters of this year, a year-on-year decrease of 4.06%; net profit attributable to shareholders of listed companies was 3.357 billion yuan, a year-on-year decrease of 3.10%; among them, in the third quarter, the company realized that it was attributable to shareholders of listed companies. The net profit was 1.42 billion yuan, a year-on-year increase of 4.24%.
Nord shares, which also rose a lot, issued a stock price change announcement on the evening of December 21, saying that the company’s closing price increased by more than 20% in three consecutive trading days, and the company’s stock price fluctuated greatly in the short term. Due to the impact of the epidemic, the company’s operating income from January to September 2020 was 1.364 billion yuan, down 16.10% from the same period last year; the net profit attributable to shareholders of the listed company was -16.3229 million yuan. The company’s current main business profitability To be improved.
Yongxing Materials, which has just stepped out of the stock price record high in the past five years, disclosed a reduction announcement after the market on December 21. Supervisor Xu Fagan intends to reduce his holdings of the company’s shares by no more than about 21,000 shares through centralized bidding, accounting for no more than 0.0055% of the company’s total share capital. Since the beginning of November, Yongxing Materials has achieved a periodical increase of 151% in its share price. The company achieved revenue of 3.637 billion yuan in the first three quarters, a year-on-year decrease of 1.63%; net profit attributable to shareholders of listed companies was 254 million yuan, a year-on-year decrease of 29.66%.
Huayou Cobalt led the rise in the rare metal sector that day. The company is mainly engaged in the R&D and manufacturing of new energy lithium battery materials and cobalt new material products. Huayou Cobalt said on the interactive platform on November 16 that the company’s downstream customers are mainly lithium battery cathode material manufacturers, and they are upstream enterprises of lithium battery customers such as CATL. There is no direct product sales business between the company and battery companies, but some of the company’s products have entered the supply chain of downstream well-known battery companies. The company achieved revenue of 14.839 billion yuan in the first three quarters of 2020, a year-on-year increase of 5.82%; net profit attributable to shareholders of listed companies was about 687 million yuan, a year-on-year increase of 640.27%.
Tianci Materials is known as the electrolyte leader in the lithium battery industry chain. The company’s main business is the research and development, production and sales of new fine chemical materials. It belongs to the fine chemical industry. The main products are daily chemical materials and special chemicals, lithium ion batteries. Material. A few days ago, Tinci Materials said in an investigation by an investor institution that due to the strong demand for downstream and terminal new energy vehicles, the company’s electrolyte product sales increased in the third quarter, and the shipments in the first three quarters increased by more than 30% year-on-year. Since the beginning of this year, the share price of Tinci Materials has been rising continuously, and the increase has exceeded 413.32% during the year.
The financial report shows that in the first three quarters of 2020, Tinci Materials achieved revenue of 2.696 billion yuan, a year-on-year increase of 37.24%; net profit attributable to shareholders of listed companies was about 518 million yuan, a year-on-year increase of 475.85%.