Why three-dimensional lithium battery lithium battery investment value prominent

Under the background of the sharp rise of Shanghai and shenzhen stock markets in the previous day, the lithium battery plate of sanyuan still stood out, with the overall rise of more than 4%. A total of 9 stocks in the plate realized the net capital inflow of large orders exceeding 10 million yuan.

On the news, data from the China association of automobile manufacturers shows that in the first two months of this year, 81,855 new energy vehicles were produced and 74,667 were sold, an increase of 225.5 percent and 200 percent, respectively, year-on-year. Among them, the production and sales of pure electric vehicles reached 56,706 and 50,253, respectively, with a year-on-year growth of 168.4% and 164.3% respectively.

From the fundamental point of view, this year, the price of the main lithium battery materials generally rose. Among them, the star variety cobalt continued to climb on the basis of 530,000 yuan/ton at the beginning of the year. Up to now, part of the quotation has reached 630,000 yuan/ton, and the demand is still in short supply.

Analysts said, with the traditional lithium iron phosphate power battery gradually give way, in the safety and endurance are more advantages of ternary anode material lithium battery, market share in recent years continued to increase. With the continuation of the booming production and sales of new energy vehicle industry, the performance of listed companies related to lithium battery is expected to continuously increase, with long-term investment value.

Shen wan hongyuan, said bicycle power increase will be the main trend of industry in 2018, is expected in 2018 is NCM622 product penetration ratio (nickel cobalt manganese 6:2:2), compared with the demand increase in more than three times, the unbalance of supply and demand is the main factor of ternary lithium battery price, like cobalt, likes high-end ternary material enterprises at the same time, with technical, cost, scale advantage is expected to enjoy a share of the leading enterprises in ascension, continue to recommend when l technology shares, shanshan, etc.

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