-(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
author:enerbyte source:本站 click320 Release date: 2023-10-13 08:51:28
abstract:
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...

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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 times, there has been an increase in calls for reducing subsidies for the new energy vehicle industry, and these factors may become influencing factors for the lithium battery industry.

Analysis of individual stocks

Ganfeng Lithium Industry: Simultaneously attacking upstream and downstream of the lithium industry chain; Expanding high-quality lithium hydroxide is timely

According to the company's announcement on July 7th, (1) Ganfeng International and RIM signed an expanded underwriting agreement for spodumene, which will underwrite 200000 tons/year of 4-6% low-grade concentrate in addition to 6% grade concentrate; (2) We plan to use our own funds of 302.8 million yuan to invest in the construction of a 20000 ton annual single water lithium hydroxide project in the Mahong factory area, including 15000 tons of battery grade and 5000 tons of industrial grade, with a construction period of 1.5 years; (3) Agree to use its own funds of 228 million yuan to invest in the construction of a fully automatic polymer lithium battery production line project with a daily output of 240000 units (600000 AH), which is a wholly-owned subsidiary Dongguan Meibai. The construction period is one year; (4) Develop an overseas mineral resource exploration investment budget for Ganfeng International for the 2016-2017 period, with no more than 12 million US dollars invested with its own funds, for the exploration of the Mariana brine project in Argentina and the Avalonia lithium project in Ireland.

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