text/Forbes China
Image source: Vision China
On December 10, concept stocks , such as lithium batteries, auto parts, and rare earth permanent magnets, began to work hard.
As of press time, the lithium battery sector China Aluminum International (601068.SH), Donghua Technology (002140.SZ) and other daily limit, Shengxin Lithium Energy (002240.SZ), Salt Lake Co., Ltd. (000792.SZ) ), Dishengli (603335.SH), Zangge Mining (000408.SZ), Tibet Urban Investment (600773.SH), Jiuwu Hi-Tech (300631.SZ), Tibet Everest (600338.SH), Tianqi Lithium (002466.SZ) etc. followed up.
auto parts sector, Weitang Industrial (300707.SZ), Hunan Tianyan (600698.SH), Beite Technology (603009.SH), Wanan Technology (002590.SZ), Zhengyu Industrial (603089.SH) and many other stocks have their daily limit.
rare earth permanent magnets, Long Magnetic Technology (300835.SZ), Guangsheng Nonferrous Metals (600259.SH), Galaxy Magnet (300127.SZ), etc. have the top gainers.
According to data disclosed by the Passenger Association on December 8, the wholesale sales of new energy passenger vehicles reached 429,000 in November, an increase of 17.9% from the previous month and a year-on-year increase of 131.7%; from January to November, the wholesale sales of new energy passenger vehicles reached 2.807 million Vehicles, a year-on-year increase of 190.2%. The retail sales of new energy passenger vehicles reached 378,000 in November, an increase of 122.3% year-on-year.The month-on-month increase was 19.8%; the retail sales of new energy vehicles from January to November was 2.514 million, a year-on-year increase of 178.3%. It is worth noting that the penetration rate of new energy passenger vehicle retail reached 20.8% in November.
Yesterday, the concept of third-generation semiconductors and power semiconductors began to rise. Today it is the turn of lithium batteries, auto parts, and rare earth permanent magnets. It can be seen that the hot sales of new energy vehicles have brought a huge boost to the entire industry chain.
Due to the limited lithium resources, the shortage of lithium batteries and the increase in material prices have driven the rise of the concept of lithium batteries to a certain extent. Rare earth permanent magnets are the main materials for new energy automobile motors. China has abundant rare earth resources and global competitiveness. It is bound to strengthen and promote the competitiveness of the industry and achieve rapid development. In addition, the concept of auto parts has not been active for a long time, and there is a lack of giant companies. Under the environment of the surge in sales of new energy vehicles, it is obvious that there is greater potential and prospects.
.
