Track stocks continue to rise sharply today, photovoltaics and lithium batteries are still the mainstream long directions in the market, and boom investment strategies are popular in the market. The most profitable sectors for photovoltaics and new energy vehicles are undoubtedly the mid- and upper-stream sectors, and the sharpest growth rates are also concentrated in the mid- and upper-stream sectors.
Sales of new energy vehicle companies exploded in June. BYD overtook Tesla to become the global sales leader. The downstream demand is booming, supporting the continued high prosperity of the midstream and upper reaches. Today, we will summarize the important stocks in the two major directions to clarify our ideas.
1. Lithium battery
lithium mine , lithium salt : China Mining Resources, Tianqi Lithium Industry , Shengxin Lithium Energy, Ganfeng Lithium Industry , Jiangte Electric Machinery , Rongjie Shares, Sichuan Energy .
In the short term, the performance of the most upstream lithium mines and lithium salts is the most flexible, resources are king, and the trend of core stocks is upward.
Lithium hexafluorophosphate : polyfluoropolymer, Tianji Shares, Tianci Materials, Yongtai Technology , Shanshan Shares .
The price of lithium hexafluorophosphate bottomed out and rebounded. There was strong positive feedback from the market. The early decline was heavy, and the stock price corrected sharply upward.
lithium hydroxide : Tianhua Super Clean, Ganfeng Lithium Industry, Yahua Group.
Lithium iron phosphate : Defang Nano, Longpan Technology (capacity in the second half of the year is about 197,500 tons/year).
electrolyte , additives: Tianci materials, Xinzhoubang , Shi Dashenghua.
lithium battery cathode: Dangsheng Technology , Fengyuan Co., Ltd., Shanshan Co., Ltd.
lithium battery negative electrode: Putilai , Shanshan Co., Ltd.
lithium battery separator : Enjie shares .
lithium battery equipment: Pioneer Intelligence.
Conductive Carbon Black: Black Cat Shares (Scarcity).
PVDF: Lianchuang Co., Ltd., Juhua Co., Ltd. , Haohua Technology.
fluorite : gold stone resources (scarcity).
battery: CATL , Yiwei Lithium Energy , Guoxuan Hi-Tech .
The prosperity of each segment of the lithium battery industry chain is not the same. For example, the price of lithium carbonate remains at a historical high and the price of lithium hexafluorophosphate has been cut in half due to overcapacity. From an operational perspective, the varieties with the best prosperity and the highest certainty are the participants, mainly combined with the latest industry catalyst .
2. Photovoltaic
The upstream of the photovoltaic industry chain is the most profitable, with silicon materials having better profit elasticity, followed by silicon wafers. The prices of upstream raw materials have soared, and downstream profits have been squeezed.
There are mainly four photovoltaic production links: silicon material - silicon wafers - cells - components. From the perspective of prosperity, look for expected differences around these four links. In terms of
operations, it is necessary to combine the latest industry catalysts to formulate a combat plan. Trend speculation should focus on high-quality votes to reduce the probability of injury.
In summary, the excess opportunities for photovoltaics and lithium batteries are in the mid-to-upper reaches. Focusing on the super-prosperous subdivisions of the mid-to-upper reaches, there are still gaming opportunities.
The above content is for reference only and does not serve as any basis for investment!
