Lithium battery materials climbed step by step, which once again triggered heated discussions in the market.
According to the latest data released by Shanghai Steel Union , on September 15, the price of most lithium battery materials reached a new level. Among them, the price of lithium metal rose another 20,000 yuan/ton, lithium carbonate rose 3500-5000 yuan/ton, and lithium hydroxide rose 4500-7000 yuan/ton. In addition, the prices of cathode materials have also risen to varying degrees.
On September 14, 2021, Australian lithium concentrate was auctioned at a “sky price” of US$2,240/ton, setting the highest transaction price of lithium concentrate in history. The price of US$1,250/ton for the auction of lithium concentrate on July 29 this year has nearly doubled, far exceeding market expectations of US$1700-2000/ton.
This sudden good news once again triggered a collective rush to raise institutional funds for the lithium sector
Australian lithium concentrate auctioned "sky prices" exceeding market expectations, and there is a certain degree of future lithium price trends The "stimulus" effect has led the market to strengthen expectations for further rises in lithium prices. Guotai Junan said that the height, pace, and continuity of the current round of lithium price increases will exceed expectations, and the lithium price forecast for the second half of the year will be raised to a historical high of 180,000 yuan/ton.
Lithium prices continued to rise, which also triggered high market sentiment. Funds once again rushed to raise the lithium battery sector, resulting in a gratifying increase in the lithium battery sector today. Including Ganfeng Lithium , Fulin Seiko, polyfluoride and other lithium battery industry chain stocks have seen substantial increases.
In fact, due to short supply, this industry has experienced explosive growth this year. As a result, the lithium battery sector has risen like a rainbow, and it has become the most sturdy dark horse in the A-share market. However, under the influence of frequent good news, after a short-term retracement of the lithium battery sector,Once again, it was rushed to raise funds collectively.
It is understood that recently some public funds have been withdrawn from popular tracks such as military industry and returned to the leading lithium battery stocks. Among the top ten stocks of major capital inflows today, it can be seen that most of the lithium battery stocks.
Northbound funds have always been favored for "leading lithium battery stocks" Ningde Times . As of September 15, northbound funds have flowed into the Ningde era for 14 consecutive days, and the cumulative net purchases have been close to 10 billion yuan. The latest stock market value of the Ningde era has reached 87.4 billion yuan, and it is about to catch up and surpass it. Midea Group , with 87.9 billion yuan on the stock market.
Looking ahead, the trend of the lithium battery sector may be "rising."
CITIC Securities directly pointed out that the auction price of lithium concentrate in Australia exceeded market expectations, opening up the upside of lithium prices. It is expected that the lithium price is likely to break the 2017 high in the third quarter and build a new operating platform.
The continued upward breakthrough of lithium prices will further open up the profitability of lithium sector companies. Therefore, the lithium sector is expected to usher in a new round of general market gains after adjustment.
(Disclaimer: The above content is for reference only and does not constitute operation advice. If you do it yourself, pay attention to position control and risk at your own risk.)
.
