Rare earth, lithium ore and lithium ferrous phosphate are long-term positions held by fund institutions and are the basic items of fund positions. They have become fixed assets. As time goes on, these stocks will get more and more attention. At present, there are no 100-yuan shares of rare earths. Baotou, Inner Mongolia is the world's rare earth capital and the first rare earth distribution center in the north of the world. It is only a matter of time before reaching the 100 yuan mark.

Why did the lithium battery related plate break out?

In the lithium-related plate, the lithium ore index (884785. WI) is the most amazing thing recently. The index started in April and closed at noon on July 2 1, with an increase of 1 16.98% in 75 trading days. The component stock with the highest increase in the index is China Minerals, with an increase of 192.98% in the same period. Ganfeng Lithium Industry, the two leading industries, rose by 97.85%, while Tianqi Lithium Industry rose by 109.4%. The main reason is that the quantity and price of lithium-related materials have risen together.

1. From the demand side, first of all, the lithium battery industry has a wide market coverage, including the familiar 3C products represented by smart phones and digital cameras, the demand for the construction of 5G base stations in the communication technology revolution, the demand for energy storage by new energy power generation represented by wind power and photovoltaic power generation, the demand for power batteries by new energy vehicles, the electrification of ships, and the market for replacing lead-acid batteries. Among them, the pull of new energy vehicles is the most concerned. Domestic consumption has recovered slowly since this year, but the sales of new energy vehicles have maintained rapid growth. The data shows that from 202 1 to 1 to June, the sales of new energy vehicles totaled 1.206 million, up by 201.5% year-on-year; In June, the installed capacity of power batteries reached 52.5GWh, up 200.3% year-on-year.

From the supply side, take the lithium salt needed for manufacturing lithium batteries as an example. As of June, 20021year, lithium salt production enterprises are still in the passive destocking stage. According to the data of Asian Metal Network, it is estimated that the output (LCE equivalent) of lithium salt producers in 20021June is about 26,300 tons, which is -8% from the previous month, mainly due to the production reduction of producers in Jiangxi and Sichuan. The output of ternary materials is about 27,700 tons, which is+1. 15% from the previous month, and the demand continues to strengthen; It is estimated that the finished product inventory (LCE equivalent) of lithium salt producers is about 4,000 tons, which is -40.9% from the previous month, and the inventory destocking is still going on. It is estimated that the inventory days of lithium salt producers in China will be reduced to 4.5 days in June, which is -2.5 days less than that of last month, which has exceeded the lowest value of historical data that can be referenced. It can be seen that the high demand of lithium industry continues, but the supply is limited, and the material inventory continues to run at a low level.

Is the lithium battery industry very profitable?

Affected by the aforementioned supply and demand relationship, the upstream and downstream enterprises in the lithium battery industry have achieved substantial profits. Ganfeng Lithium Industry and Tianqi Lithium Industry, the two leading enterprises in the upstream enterprises, both released strong semi-annual performance forecasts. The semi-annual report released by Ganfeng Lithium Industry predicts that the net profit is expected to be 65.438+0.3 billion-65.438+0.6 billion yuan, up 730.75%-922.46% year-on-year. Tianqi lithium industry changed from the previous estimated loss of 65.438+0.30 billion yuan to 250 million yuan, and adjusted to the pre-profit of 78 million yuan to 65.438+0./kloc-0.60 billion yuan, turning losses into profits year-on-year. In the middle and lower reaches, lithium batteries are the most brilliant.

Since the beginning of this year, the overall performance return of the lithium battery industry has been greatly improved. Wind data shows that 202 1Q 1 lithium battery operating income 1073.7 1 billion yuan, up 90.86% year-on-year, and the net profit returned to the mother was 77.69 yuan, up 344.34% year-on-year. This year, the performance and profitability of lithium battery industry have been greatly improved.

Take the leading lithium battery enterprise as an example. Contemporary Amp Technology Co., Ltd. realized an operating income of RMB 202 1Q 1 91670,000, an increase of RMB12.24 million and a net profit of RMB 1954. Yiwei Lithium Energy 202 1Q 1 realized an operating income of 2.958 billion yuan, a year-on-year increase of 125.98%, and a net profit of 647 million yuan, a year-on-year increase of 156.22%.