In early trading today (January 5), the lithium battery sector continued to advance during the session, and individual stocks also strengthened on a large scale. As of the noon close, Meiliyun, Kedali and Shangtai Technology were at their daily limit and Peneng Technology rose more than 10%. At the same time, Enjie, Desay Battery, Dawei, Xingyuan Materials and other stocks were among the top gainers. In addition, Ningde Times also jumped more than 5%, returning to the 400 yuan mark.
Ning Wang returns to the 400 yuan mark and the stock price of lithium battery recruits doubles
In terms of current affairs, Recently, South Korean market research organization SNEResearch released data showing that South Korea's three major electric vehicle battery manufacturers, LG New Energy, SKOn and Samsung SDI, collectively accounted for 23.1%.of global market share from January to November last year, a decline of 7.4 percentage points compared to the same period. Last year. In comparison, CATL, BYD and China Airlines together accounted for 54.7% of the global market share, up from 43.7% a year ago. Among them, CATL's market share increased from 32.2% to 37.1%. Spurred by this news, CATL jumped sharply today and its stock price returned to the 400 yuan mark.
Led by the industry leader “Ning Wang”, the lithium battery track has become popular again. Among them, Shangtai Technology, a recently listed stock, recorded the most active performance. Its stock price continued to rise in early trading today and closed at the daily limit. By noon, it had received nearly 100 million yuan in funds to close. the order, and he also successfully recorded 6 consecutive "recordings" (oopening (2 consecutive boards were recorded after the board). It is reported that Shangtai Technology specializes in lithium-ion battery anode materials and carbon products and is one of the leading suppliers of anode materials for CATL. The company was listed on the Shenzhen Stock Exchange last Wednesday (December 28).
In this listing, the issue price of Shangtai Technology reached 33.88 yuan per share, with an issue price/earnings ratio of 16.28 times, slightly higher than the price/earnings ratio of the sector by 12.51 times. . Due to the company's good performance in recent years and the recent "win rate" of new stocks on the main board which has maintained strong momentum, Shangtai Technology has continued to rise by the daily limit since its listing at noon. As of the close on January 5, its cumulative increase in the six trading days since its listing increased by 131.91%.If calculated based on the 500 shares won in the first lottery, the floating profit can reach nearly 22,000 yuan so far. Due to its high popularity and popularity with funds, its recent seats on the Dragon and Tiger list are also populated with well-known hot money.
The performance of lithium battery stocks is promising and the industry trajectory is expected to be restored
Recently, a number of listed companies in the Lithium battery field disclosed annual report forecasts, and their performance generally showed promising results. Among them, the performance of Shangtai Technology, Xiongtao Co., Ltd. and Long-term Lithium Technology (net profit attributable to the parent company year-on-year) all doubled, and the performances of Pawa Photovoltaic, Polymer Materials, and Rongbai Technology also showed continued growth.annoying. Judging from the reasons for the strong growth, many companies said that they mainly benefited from strong downstream demand as well as the production and sales of their main products. At present, the prices of upstream materials of lithium batteries continue to decline, and some analysts point out that the profit margins of lithium battery manufacturers, which were previously suppressed by the cost of raw materials, are expected to continue to recover. .
A recent research report from Centaline Securities pointed out that, combined with the external dynamics of the industry, price developments in subdivisions, monthly sales and industry development trends , the overall prosperity of the industry continues to improve, but it is necessary to pay close attention to the impact of the expiration of national and local subsidies in 2023. ConsiderGiven the recent industry trend, the current level of market valuation and the annual growth of the sector exceeding expectations, it is recommended to pay moderate attention to the sector's investment opportunities in the short term, while giving due consideration Pay close attention to index trends and market styles. In the medium and long term, the development prospects of the new energy automobile industry at home and abroad are certain, and the sector deserves close attention. At the same time, the performance and trends of individual stocks should also diverge, and this is recommended. that the company continues to focus on cutting-edge developments in subdivided areas.
In terms of what targets should be paid attention to, Caixin Securities believes that it is recommended to pay attention to battery manufacturers CATL, Yiwei Lithium Energy and Funeng Technology. The demand for electrolyte continues to grow and the price of electrolyte is expected to stabilize. It is recommended to pay attention to the electrolyte supplier Tianci Materials. Energy storage is a booming industry and it is recommended to pay attention to the energy storage battery supplier Penghui Energy. New lithium iron manganese phosphate battery technology will be launched soon. It is recommended to pay attention to Defang Nano. The battery cell production line using composite current collectors needs to add a new roll welding process. It is also recommended to pay attention to Jiaocheng Ultrasonic, a roller welding equipment supplier with a good competitive situation. pay attention to Wanshun New Materials, Baoming Technology and other companies offeringleading composite copper and aluminum foil configurations.