Central Plains Securities: It is estimated that the price of raw materials upstream of lithium batteries in 2022 will be fulfilled and declined

[Dahe Daily · Dahecai Cube] (Reporter Chen Yuyao Zhang Keyao) On June 25, Central Plains Securities opened online. Mu Guohong, the person in charge of the Central Plains Securities Research Institute and a doctor of engineering, believes that the price of upstream raw materials upstream raw materials upstream of lithium battery is expected to be performed. The price of high -level shocks, the price of lithium hexofluorophosphate and electrolytic liquid continuously under pressure, the price of power batteries will rise, and the average price center will be moved upward.

Mu Guohong said that in 2022, the main logic of the growth of the lithium battery sector's performance is the following five aspects: one is the high growth of new energy vehicles worldwide and my country's new energy vehicle industry chain; the third is that my country's power battery has a significant advantage, and the market share has a market share. Significant improvement; Fourth, the price of upstream raw materials is generally maintained, and the price center will generally move up; the fifth is to combine the concentration to increase the trend, and the performance of individual stocks is expected to differentiate.

In Mu Guohong's view, in 2022, the lithium battery sector focuses on 4 main lines: first, the lithium -power battery faucet and second -line high -quality target; the other is the high -quality target of upstream resource type, mainly lithium segmentation; the third is the key material of lithium battery, which Focus on the fields of positive materials and septum segmentation; fourth, the industrial chain detailed equipment advantage target.

Responsible editor: Shao Yuxiang | Audit: Li Zhen | Director: Wan Junwei

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