As a long-term lithium mine nail owner, I have said too much about the logic of lithium mines. At present, all the logic of lithium mines in the past remains unchanged, and under the premise of the current lithium mine stock price, I think lithium Mining stocks still have the basis to double their current prices.
1. From a performance perspective, the valuation of lithium mines is only one-tenth of that of batteries, with a theoretical increase of ten times. To put it another way: the performance of trillion-dollar Ningwang and BYD is less than half of that of the leading lithium mine.
2 and lithium mines are currently the only ones among the A shares that meet all the conditions for super bull stocks. I think we must stand at the level of the country and the industry, and combine national development strategies, drastic changes in industry technology, and company performance explosions . There is no one: China has better control of technical resources, Ganfeng has 47 million tons. A trillion-dollar Ganfeng can be expected.
3, Global lithium resources are simply not enough. According to USGS data, global lithium resource LCE production in 2021 will be 532,000 tons. If all of it is used as lithium iron phosphate energy storage, the amount of electricity that can be stored is 1.235 billion kWh. The power it stores is only enough for 1.3 hours in China. In 2021, China's lithium resource consumption will be 300,000 tons of LCE. Also assuming that all of it is used for energy storage, the amount of electricity that can be stored will be 696 million kWh.
4. Lithium mining stocks will have the genes of bull stocks in the next few years. China Mining Resources has a unique and unique charm among lithium mining stocks, and it has naturally become the only target that meets all the conditions of a super bull stock. There is no one. It has now become the leader in lithium mining stocks, and technically it is the only one that has hit a record high for the second time this year. The executives reduced their holdings from 20 yuan to 100 yuan, and the more they reduced, the more they increased.
In conclusion, for lithium mines, all pullbacks are buying points. If you have already bought in, then no operation is the best operation.
