On the same day, the Federal Open Market Committee meeting decided that asset purchases will end in March and balance sheet reduction will also be initiated in the future. The Federal Reserve keeps the federal benchmark interest rate unchanged in the range of 0%-0.25%, but it is

In addition to the two lithium miners, most of the mid-to-upstream companies in the lithium battery industry chain, including , Shanshan Co., Ltd. , Shengxin Lithium Energy, Lianchuang Co., Ltd. , which announced their performance forecasts this week, have mostly exceeded expectations and often increased by dozens of times.

2021 can be regarded as a new energy year. Securities Times ·Databao statistics. According to the performance forecast median net profit calculation, among the stocks that predicted net profit in 2021, more than 10 new energy stocks including Tianqi Lithium, Oriental Shenghong, Defang Nano , etc., net profit in 2021 exceeded the institutional consensus forecast net profit by more than 10%.

Tesla net profit hits a new high

As the leader in new energy, Tesla 's recent performance has also been quite "explosive". In the early morning of January 27, Beijing time, Tesla announced its 2021 financial report.

data shows that Tesla's revenue in 2021 was US$53.823 billion, higher than US$31.536 billion in the same period last year; net profit was US$5.519 billion (approximately RMB 34.76 billion), an increase of 665% from US$721 million in the same period last year, close to a net profit of 100 million in one day, setting a new high since its listing. In the fourth quarter of 2021, Tesla's total gross profit reached US$4.847 billion, with an overall gross profit margin of 27.4%, and a bicycle gross profit margin of up to 30.6%, far exceeding the gross profit margin of luxury brand cars. For example, Porsche is 16.7%, and Ferrari is 18%.

It is worth mentioning that at the performance meeting, Musk said that Tesla’s focus this year is to expand production and will not launch new cars. In addition, the Texas Gigafactory will produce 4680 batteries and structural parts and start delivery after certification is completed. The first batch of 4680 battery vehicles will be delivered this quarter.

Compared with the 2170 battery, the 4680 battery has increased by about 5 times, the battery power has increased by 6 times, and the battery cost can be reduced by 14%. At the same time, the 4680 battery uses large battery cells, all-pole ears, and dry battery technologies, which further improves the battery's heat dissipation performance, production efficiency, charging speed, energy density and circulation performance.

4680 battery concept stock comes

Pacific Securities believes that in the technological progress of the industry and enterprises seizing the technological heights of technology, higher requirements for advanced equipment and production processes will bring about new and iterative demands for equipment, so lithium battery equipment is expected to be in a continuous economic stage. Investment advice: Benefiting from the continued increase in new energy vehicles and the certainty of lithium battery manufacturers' expansion of production, Pacific Securities focuses on recommending Liyuanheng , Kerui technology, Lianying laser , Pioneer Intelligence, Hangke Technology , and Oput .

In addition to the benefits of the equipment, there are more than 10 stocks on on A-share market that are expected to benefit.YI Lithium Energy previously issued an announcement that its subsidiary Yiwei Power intends to sign a "Contract" with the Jingmen High-tech Zone Management Committee, to invest in the construction of a 20GWh passenger vehicle large cylindrical battery production line and auxiliary facilities project, and a 16GWh square lithium iron phosphate battery production line and auxiliary facilities project, respectively, and plans to invest 6.2 billion yuan in two projects.