Intensive research on the lithium battery industry chain

According to the comprehensive report of China Securities Network, the steady advancement of policies and the continuous pulling of downstream demand have made the lithium battery industry booming rapidly and become the focus of the organization.

Data show that last week (May 15th to 19th), a total of nine lithium battery industry chain companies accepted institutional research. Among them, Xinwangda received 26 institutions for research, and Yiwei Lithium received 14 institutions' research in the institutional investor exchange activities of listed companies in Guangdong. Keheng has received 3 consecutive institutions for research. In addition to the above-mentioned companies, the lithium battery industry chain companies such as Aoke, Jiangsu Guotai and Aoyang Shunchang also received institutional research last week.

Industrial Securities pointed out that Tesla Model 3 will usher in mass production in the second half of this year, which will drive a new round of electric vehicle global cycle, and downstream demand will usher in an explosion. On the supply side, this year's equipment running-in and process continues, and the release of new lithium metal capacity continues to be lower than expected. Lithium carbonate prices are expected to rise further in the context of a burst of demand and insufficient supply flexibility.

At the beginning of this month, the Ministry of Industry and Information Technology released the fourth batch of "Recommended Models for the Promotion and Application of New Energy Vehicles" this year. A total of 453 new energy vehicles were selected.

Tianfeng Securities analysis believes that although the new energy auto sector has continued to pull back in the near future, the industry development is still in order. The fourth batch of catalogues was released as scheduled, and the number of models was further enriched. Domestic and foreign industrial capital and manufacturers' investment in new energy automobile chains also entered a period of high intensity. They continued to believe that the turning point of the industry trend is coming, and the wave of automobile electrification will begin this year. Substantial progress, investors are advised to open positions in the industry with the core competitiveness of the industry, as well as the dominant enterprises in the segmentation area in line with technology trends.