Nickel concept stocks in 2021,
1. Guiyan Platinum (600459): The company is in the non-ferrous metal industry and is mainly engaged in the research and development, production and utilization of new precious metal materials and nickel resources.
2. Corun (600478): The main products and services include nickel products (including nickel foam, steel strips, etc.), power batteries (including positive electrode sheets, negative electrode sheets, power batteries, and power battery energy packs) etc.), civilian batteries (including end face welding, conventional KH, etc.), hybrid powertrain systems (including gas-electric hybrid, plug-in hybrid and pure electric powertrain systems) and hybrid vehicle demonstration operations.
3. Kangqiang Electronics (002119): Yinyi Group, the indirect controlling shareholder of Kangqiang Electronics, has abundant nickel resource reserves.
4. Hailiang Shares (002203): Tesla’s success proves that nickel-cobalt-aluminum (NCA) ternary materials are a feasible technical route. Cobalt is relatively scarce, and Tesla’s sales will be very high in the future. It will have a positive impact on the price of cobalt to a large extent.