Industry boom accelerates the organization's intensive research on the lithium battery industry chain

In the context of the continued weakening of the broader market, the organization once again focused on the deterministic growth industry, in which the lithium battery industry has become the focus of institutional attention, the steady advancement of policies and the continued pull of downstream demand have made the lithium battery industry boom. For the better. Eastern Fortune (11.140, 0.06, 0.54%) Choice data shows that last week (May 15th to 19th), a total of nine lithium battery industry chain companies accepted institutional research, the development of their lithium battery segment products and customers The promotion situation has become the focus of exchanges between the two sides in the research activities.

Xinwangda (11.820, -0.09, -0.76%) received 26 institutional surveys last week. The research list includes well-known institutions such as Bosera Fund and Penghua Fund. The main products of Xinwangda are divided into 3C lithium-ion battery modules, power lithium-ion battery modules, energy storage products, etc. When asked about the development prospects of the company's 3C lithium batteries, the company said that the traditional mobile phone digital The main business income of lithium-ion battery modules will continue to grow steadily. The company will increase investment in the field of mobile power in the future. The main business is the customization of overseas high-quality customers, and the order volume will be gradually released. In terms of power batteries, the company said that the power lithium-ion battery module is the company's key development area, the business is targeting domestic and international new energy automotive industry benchmark customers, and has reached strategic cooperation with many automotive customers.

Yiwei Lithium Energy (15.510, -0.01, -0.06%) received 14 institutions' research in the institutional investor exchange activities of listed companies in Guangdong last week. The company said that the lithium-ion consumer battery business continued to grow steadily in the first quarter. The company's lithium iron phosphate battery has entered the core supply chain of most domestic bus manufacturers. Since the beginning of the year, the company's various power batteries and power systems have received strong inspection reports through strong inspections, reaching 1.2 times the subsidy requirements. When most of the lithium iron phosphate batteries do not meet the requirements to adjust performance, the company has a first-mover advantage. Since the beginning of the year, a total of 61 new energy vehicles equipped with the company's power battery and power system have been selected as "Recommended Models for New Energy Vehicle Promotion and Application". With the development of national new energy vehicles and the release of the company's power battery capacity, the company's power is supported. New energy vehicles for batteries and power systems will increasingly appear on the market.

Keheng shares (45.880, 0.01, 0.02%) received three consecutive institutions last week, and the research focus of the organization focused on the development plan of the company's lithium battery cathode materials. Keheng shares said that the company's planning of the cathode material is all varieties, the future three yuan high nickel varieties will be extended, other such as lithium iron phosphate will also be on, there are already technical reserves, the future high-end products are mainly placed Production at Yingde Base. In terms of the progress of the construction of the Yingde base, the company said that in July this year, the Yingde base should be fully built with 3,000 tons/year of high-end power ternary capacity, and some power lithium iron phosphate and high-voltage lithium cobalt oxide capacity will be built in September. .

In addition to the above companies, Aoke shares (7.060, -0.04, -0.56%), Jiangsu Guotai (12.730, -0.06, -0.47%), Aoyang Shunchang (8.680, -0.02, -0.23%) and other lithium batteries The industrial chain company also received institutional research last week.

Industrial Securities (7.210, -0.02, -0.28%) pointed out that Tesla Model 3 ushered 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 outbreak. 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.