This article**: Times Finance Author: Yuchen
Diagram worm.
On January 11, the lithium mining sector broke out in the afternoon, and related A-shares collectively rose.
Wind data shows that on January 11, the lithium index (884785) **468%, lithium iron phosphate battery index (884816)**361%；The salt lake lithium extraction index (8841082) rose 341%, lithium battery cathode index (884869) rose 361%, the power battery index (884963) rose 381%, also in the forefront. As of the day**, the Shanghai Composite Index closed at 288665，**0.31%。
Lithium mine-related ** rose sharply. Wind data shows that as of **, among the 19 constituent stocks of the lithium index, except for Western Mining (601168SH) of 18 **, all of which were reported as **. Among them, Rongjie shares (002192SZ), Sinomine Resources (002738SZ) daily limit, Tianqi Lithium (002466SZ) hit the intraday limit, up 790%, Keda Manufacturing (600499SH), Yongxing Materials (002756SZ), Tianhua New Energy (300390SZ) rose more than 6%.
***wind
* In terms of main capital flows, wind data shows that Tianqi Lithium, Sinomine Resources, and Rongjie have the largest net inflows of main funds, with net inflows of 58.9 billion yuan, 3$7.1 billion and $36.9 billion yuan.
***wind
On January 11, a person related to Rongjie told Times Finance, "At present, the company's fundamentals and operating conditions are normal, and no major events have been learned." At the same time, we are also paying attention to some overseas news. ”
It is worth noting that industry insiders said that the current supply and demand situation of lithium mines and lithium carbonate spot has not improved significantly.
According to the latest data from Shanghai Nonferrous Metals Network, as of January 11, the spot price of battery-grade lithium carbonate has remained stable at 9 for two consecutive days20,000 100,000 tons, the average price was reported at 960,000 tons.
In terms of *, as of January 11**, lithium carbonate** across the board**, of which, the main contract LC2407 is **640% to close at 10470,000 tons.
On January 11, Longzhong Information analysts Dong Xinyue and Meng Xiangxu told Times Finance that the current supply and demand situation of lithium resources has not improved significantly, and it will still show weak operation at least in the first half of this year, and at the same time, the supply and demand relationship of lithium carbonate spot has not changed significantly.
Lithium mines*** are mainly affected by the decline in lithium carbonate**. Recently, an Australian mining company suspended mining, and the existing inventory can support until the second half of this year. At the same time, the Chilean lithium salt flats in South America recently held a ** event, and it is uncertain whether it will have an impact on lithium mining. Dong Xinyue said.
According to the CITIC ** research report, Core Lithium announced the suspension of mining operations in its Finniss lithium project, which opened the prelude to the current round of Australian mine reduction and production. We expect that due to the systematic rise in the production cost of Australian lithium mines and the flexible production and marketing strategies of enterprises, the scale of this round of Australian mine production reduction and production will not be ruled out to further expand. We expect that the lithium price will be supported at about 80,000 tons, and the follow-up space for lithium prices is limited.
On January 11, a new energy analyst at a brokerage firm told Times Finance that we believe that the main reason for this time is that it has fallen to the current stage and has its own demand. Therefore, today's ** is not only limited to the field of new energy, but also includes medical beauty, pigs and super technology and other sectors. In fact, the biggest increase is not in new energy, but in the super-tech sectors such as computers and media, which have continued to be the best since the beginning of the year.
Second, since the end of last year, the Red Sea incident has caused the market to expect more than the actual rate of digestion of energy storage stocks in Europe. In this context, energy storage** is gradually extending from energy storage itself to other sectors of new energy. However, there is great uncertainty about whether this kind of ** can be sustained. The above-mentioned brokerage analyst said.
On January 11, Yang Delong, chief economist, partner and managing director of Qianhai Open Source, told Times Finance that it was observed that the new energy field, especially the lithium battery sector, showed signs of bottoming out after two years of substantial growth. Previously, many companies overfell significantly, but now lithium prices have begun to bottom out, driving the performance of the entire lithium battery sector.
On the news side, the China Automobile Association released data showing that in December 2023, the production and sales of new energy vehicles will be 11720,000 and 11910,000 units, an increase of 47 y/y5% and 464%, with a market share of 377%。In 2023, the production and sales of new energy vehicles will be 95870,000 and 94950,000 units, an increase of 358% and 379%, with a market share of 316%, up from 5 in the same period last year9 percentage points.
It is expected that in 2024, the A** field is expected to launch a round of bull market, and the new energy sector with a relatively large decline in the early stage may usher in the opportunity to rise sharply, especially these new energy leading stocks that have been mistakenly killed, including the new energy vehicle industry chain, photovoltaic and other fields can be concerned, investors can consider the layout of new energy leading stocks or clean energy**, in order to grasp the market opportunities. Yang Delong said.