The main line of new energy heats up again

A - share market as A whole was high consolidation trend. At the close, the Shanghai Composite Index at 3656.22 points, down 0.17%; The Shenzhen component index fell 0.61 percent, while the growth Enterprise Index fell 1.12 percent. Transactions on the Shanghai and Shenzhen exchanges totaled 1,354.6 billion yuan, exceeding one trillion yuan for the 41st consecutive trading day.

Disk style continues to turn, the main line of new energy station again yesterday. Photovoltaic, new energy vehicle plate since the opening has always maintained the leading position, the upstream lithium hexafluorophosphate, PVDF and other chemical materials stocks are rising like a hong, lianchuang shares and a number of hot stocks hit a new high.

New energy plate strength yesterday was mainly boosted by news factors. Recently, the new energy plate positive frequency, and can reflect the relevant industry (especially the upstream field) strong prosperity.

First, a spodumene concentrate auction fetched another high price.

On The afternoon of September 14, Beijing time, Australia's main lithium mining company Pilbara ended the second lithium concentrate auction this year, the auction of the final transaction price of $2,240 / ton, once again refresh the lithium concentrate price record high. Analysts had widely expected the auction to fetch between $1,600 and $2,000 a tonne, while the first auction of the year fetched $1,250.

Industry insiders said the final price of the lithium concentrate auction far exceeded market expectations, and will form a stimulus effect on the future trend of lithium prices. At present, the terminal cathode material factory basically maintains full production and full sales, the demand for lithium is strong, and the upstream lithium concentrate is still in short supply, and the product price of all links of the lithium electric industry chain is expected to resonate upward.

Second, lithium hexafluorophosphate enterprise profits soared.

Tianji shares on Tuesday after the close of the first three quarters of the earnings forecast, is expected to profit 440 million yuan to 460 million yuan in the first three quarters of this year, compared with a loss of 43.7527 million yuan in the same period last year. The company said that the production and sales of lithium hexafluorophosphate products during the reporting period were prosperous, and the sales price increased, and the performance of lithium hexafluorophosphate plate increased significantly year-on-year.

Boosted by the performance forecast, skyrim shares yesterday high open high go, less than 5 minutes will seal up stop, since then has not opened board. Other lithium hexafluorophosphate producers such as Tianci materials, more fluorine, etc., intraday shares hit a new high.

Compared to the small variety of collective change, trillion market value of lithium leading ningde era yesterday relatively "low-key". After surging more than 5 per cent on Tuesday, ningde Times shares traded sideways yesterday, closing down 0.86 per cent. Although the trend is low-key, but ningde era behind the capital surface is already surging undercurrent.

According to the data disclosed by the Hong Kong Stock Exchange, from August 26 to September 14, Ningde Times received net buying of northbound funds for 14 consecutive trading days, with a total net buying amount of 9.982 billion yuan. In terms of the number of holdings, NBI capital held 165 million ningde Times shares as of Sept. 14, and increased its position by about 20 million shares in the past 14 trading days, an increase of nearly 15%.

Yesterday, northbound capital once again added a lot of new energy stocks. Hkex released after the close of the top ten active shares showed that photovoltaic leader Longji shares yesterday received nBI capital net purchase of 934 million yuan, the net purchase of all stocks in the first place. Ganfeng Lithium, the leading lithium miner, was net bought 724 million yuan, putailai and Zhonghuan shares were net bought more than 100 million yuan.