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(7)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

(7)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

Risk reminder: The promotion of new energy vehicles does not meet expectations, overseas sales risks, and market competition intensifies.Duofluduo: Net profit attributable to parent company increased by 1245% year-on-year in the first quarter, with 300 million yuan to support the company's devel...
(6)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

(6)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

The company is a leading company in capacitor chemicals. Affected by the sluggish demand in the downstream capacitor market, in the first half of 2016, the company's capacitor chemicals business achieved a revenue of 165 million yuan, a year-on-year decrease of 11.3%. Semiconductor chemica...
(5)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

(5)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

New Zebang: Electrolytes and pharmaceutical intermediates drive a 200% increase in net profit in the first half of the year Net profit increased by over 200% in the first half of the year, in line with expectations. New Zebang released its 2016 semi annual...
(4)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

(4)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

During the reporting period, the company's performance maintained a healthy increase, and the construction of the Huizhou Industrial Park proceeded smoothly, completing the acquisition of its subsidiary, Research and Control Automation. According to quarterly data, the company's revenu...
(3)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

(3)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

The new underwriting agreement locks in the output of the MtMarion project, increasing the self-sufficiency rate to 100%. According to our analysis, after signing the new underwriting agreement, Ganfeng Lithium Industry will be able to obtain a total of approximately 350000 tons of spodumene c...
(2)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

(2)Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

Profit forecasts and ratings. In the second half of the year, new energy vehicles will be released, and the energy storage field is expected to become a new demand point for lithium batteries. Lithium carbonate is expected to maintain a tight balance throughout the year, and the average price...
Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

Analysis of the Value of 12 Concept Stocks in the Hot Lithium Battery Market

Tianqi Lithium Industry: The mid-term report forecast exceeded expectations and is optimistic about the release of performance in the second half of the year The company released the 2016 midterm report forecast, with performance exceeding expectations. On July 13th, the com...
(4)The prosperity of new energy vehicle materials continues, and the performance of three companies has surged

(4)The prosperity of new energy vehicle materials continues, and the performance of three companies has surged

The performance increase is expected to increase by 5.5 times, slightly exceeding expectations: The company announced a quarterly report on April 26th that it expects a range of 430% to 460% increase in net profit attributable to the parent company from January to June. The main reason for the...
(3)The prosperity of new energy vehicle materials continues, and the performance of three companies has surged

(3)The prosperity of new energy vehicle materials continues, and the performance of three companies has surged

High quality lithium hydroxide is an excellent breakthrough in entering the high-end supply chain overseas. The "cake" orders from 2016 to 2020 exceeded expectations, causing global supply shortages and high overseas prices. (1) Different "battlefields": Compared to lithium...
(2)The prosperity of new energy vehicle materials continues, and the performance of three companies has surged

(2)The prosperity of new energy vehicle materials continues, and the performance of three companies has surged

Analysts believe that the lithium battery industry continues to thrive, but from the stage of the business cycle, it is likely to have approached a relatively high level. Firstly, under high landscape conditions, there will be pressure to release production in the future; Secondly, in recent t...