At present, the direction of lithium battery and lithium mine new energy has appeared, and the reason for this wave of lithium mine in the direction of new energy is mainly because of the over-decline of lithium mine and lithium carbonate. So. So the logic here is actually a short-term over-falling ** logic, without the possibility of a medium- and long-term trend reversal and cycle reversal. Because the industry is too volatile and overcapacity now, we as investors must not think that this is a big bottom. Moreover, new energy vehicles have hit a new low in the past few days, and lithium carbonate has recently approached 100,000!
It is **83% from the high!
In addition, nickel and cobalt and other metals have also continued to hit new lows, which have fallen below the cost line of many enterprises.
Such a large cycle fluctuation has also made the stock price of companies related to the secondary market not spared, and the median decline of many lithium battery companies has exceeded 70%, and some companies have even reached 90%, and investors have suffered heavy losses and part-time jobs are miserable.
Barberry communicated with a staff member of a mining company three or four months ago, and they all had an attitude, that is, "reluctant to sell", they believed that the short-term decline was too big and the market was bound to be the first day, which may be just a microcosm of the industry, when lithium carbonate was still more than 200,000. However, the facts show that both insiders and outsiders have different judgments on the macro cycle. In fact, the essential logic of new energy vehicles is overcapacity, and it is too rolly, even like Brother Hua. There has been cooperation with our Chang'an, and it has begun to roll in, and now BYD has also begun to reduce prices, that is, it is possible to form a new round of ** war. So. The whole car is already so rolled. So. The industrial materials in the industry, lithium batteries, these will continue to roll in, which means that the expectations are not very good, so the first new energy vehicles here is a reasonable thing, the follow-up has not completely stopped falling, and we continue to wait for the follow-up.