Big disk is at this position, it is the bottom, don’t doubt it!
continues to be optimistic about the future market. Under the rhythm of industry rotation, while buying low and selling high, you can appropriately expand the position to 70% .
After one month, I once again shared research reports in the circle and followed a good company that does integrated die casting.
logic is not often found, and good companies are not often found, but they will share it when they find it. This is the value of the circle.
continues to be optimistic about mainline energy storage, and after the third quarter report is released, it will adjust its position to energy storage.
sodium ion energy storage logic is very clear:
first replaces lead-acid battery . sodium battery is more environmentally friendly and has a higher energy density. The cost after mass production next year is as low as 0.3 yuan/wh.
The second is the energy storage field. The sodium-electric low-temperature performance is good, which is more cost-effective than lithium batteries (about 1/3 of the cost of lithium batteries, and is safer). The penetration rate of will grow rapidly next year.
Third is the power battery field. Ningde has convened some car companies to prepare for sodium batteries next year (in the form of superimposed with lithium batteries), reducing the cost of power batteries and improving safety performance.
The above shows that sodium ion track prosperity has improved, and the track logic has become clearer. Many companies have been crazy and have entered the market to lay out their sodium ion production capacity.
This is the second time I have updated the sodium ion logic. Judging from the scale of construction, Ningde is the largest, with an estimated shipment volume of 2Gwh, and Zhongke Haina 1Gwh; in the second half of next year, the planned production capacity will be 9Gwh; Hanxing Technology is expected to be 0.5Gwh.
raw materials, Meilian New Materials supplies sodium cyanide, Huayang Co., Ltd. supplies carbon-based negative electrode, electrolyte is dofluoro, Tianci Materials [not recommended stocks, only for knowledge points sharing].
sodium ion risk, 1 has low energy density and less than half of the cycle times;
2 is lithium ore high price, so sodium ions have a scale advantage. If the price of lithium ore drops below 300,000 tons, the cost is about half of the lithium battery, but the number of cycles is only half of the lithium battery. When the two are offset, sodium ions do not have a scale advantage. In the circle of
, the reasonable valuation of some stocks had been shared as early as September 18, and some students had entered the market to eat meat.
Don’t worry about being late when you have a good meal. At present, some sodium ion stocks are still not expensive. We should think about investment from a system that focuses on track, emphasizes logic, and determines value, and seizes the opportunity of rotation. There is still a chance to achieve excess returns in the fourth quarter.
track shows miracles, logic determines value, sweet potato stocks logic quality course red potato flour sweet potato 3180 yuan purchase column
Investment is the key to persistence and persistence. Some things do not persist because they see hope, but because they persist only when they see hope.
