The energy storage concept sector fell 9%, the market value of Ningde Times fell back to the trillion mark ｜ Energy Storage Weekly Rating List

Data combing and watch: Jiao Yanli

Huaxia Times (chinatimes.net.cn) reporter Jiao Yanli Lu Xiaoxiao Beijing report

This week (September 12th -September 16th), the concept of energy storage of Oriental Fortune Energy Storage is continuously recovered, and the sector collects 5 consecutive yin. The 10 energy storage companies that the reporters of the Huaxia Times were monitored all of the 10 energy storage companies. All the energy storage enterprises of the Camel shares fell 14.90%, 100 billion Lithium Lithium fell 14.29%, and Tianneng shares fell 12.40%.

This week, the total turnover of Oriental wealth was 2910.83 billion yuan, and the total transaction volume was 187 million hands. The transaction volume was almost cut closer than last week. Under the sluggish sector, the market was mainly observation.

The market value of Ningde Times fell back to the trillion mark

On the afternoon of September 16, the stock price of Ningde Times once fell to 409.70 yuan/share, and the total market value fell below the trillion mark. As of the close of the day, Ningde Times closed at 410.00 yuan/share, down 1.05%on the day, with a total market value of 1 trillion yuan.

Since August 24, the Ningde era has fallen into continuous adjustment. The stock price has fallen from 524 yuan/share on August 24 to 410.00 yuan/share on September 16, and its market value has evaporated by nearly 30 %. In addition to the Ningde era, the decline of many new energy track stocks is also expanding. This week, Ganfeng Lithium fell 7.17%, Oriental Electric fell 7.82%, Guoxuan Hi -Tech fell 9.37%. The impact of the decline in Ningde Times on wind power, photovoltaic, and energy storage was huge.

For the overall adjustment of new energy track stocks in the near future, some people in the industry believe that this may be related to the end of the semi -annual report, the fundamental expectations are basically fulfilled, and the enterprise enters the news vacuum period. If you are worried, even if the data of the company in the third quarter of this year has improved significantly, it may be difficult to form a consensus at the trading level.

Yang Delong, chief economist of Qianhai Open Source Fund, believes that the adjustment of new energy track stocks in the near future is mainly related to the previous increase and profitability. Yang Delong said in an interview with the media a few days ago that in fact, the high prosperity of the new energy track is still continuing. Adjustment in the secondary market does not mean that its fundamentals have changed. In the long run, new energy is still the general trend. Essence

On the news, recently, Ningde Times and Huayi Technology reached a strategic cooperation intention and signed the "Cooperation Framework Agreement". The two parties will rely on Huayi Technology's technology in the field of new energy testing services to provide professional testing services and establish long -term strategic cooperation. In Ningde Times, Yimei Lithium will cooperate with BMW Group to provide BMW with large cylindrical battery capacity that can supply 2.4 million electric vehicles. According to the plan, the Ningde Times and Yimei Lithium can establish two battery factories in China and Europe, respectively. The production capacity of each factory will reach 20GWH/year. In addition, BMW will also find partners to build factories in North America.

Recently, Ganfeng Lithium announced that the company intends to change the company name to "Jiangxi Ganfeng Lithium Group Co., Ltd.", which has remained unchanged and securities code is unchanged. Consideration by.

In terms of the trend of the stock stocks, this week's Ningde Times, Yimei Lithium, Camel, and Tianneng shares are the same. The rising and falling permits are mainly adjusted by shocks.

According to the Oriental Fortune Energy Storage Concept sector one week (5th), the capital flow display, the main net outflow of the energy storage concept sector this week was 23.832 billion yuan, of which the large single net outflow was 14.278 billion yuan, and the large single net outflow was 9.555 billion yuan. The medium and small orders are mainly net inflows, with 5.199 billion yuan and 18.633 billion yuan, respectively.

Ministry of Industry and Information Technology: Accelerate the charge and exchange of vehicles and roads collaborative construction

On September 15, the National New Office held a press conference on the toughness and stability of the supply chain supply chain supply chain in my country. Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, said at the meeting that new energy vehicles are the main direction of the global automobile industry transformation and upgrading. In one step, the Ministry of Industry and Information Technology will implement the decision -making and deployment of the Party Central and State Council, in -depth implementation of the "New Energy Vehicle Industry Development Plan (2021-2035)", further strengthen the planning and layout of overall planning, and promote the high -quality development of the new energy vehicle industry.

In optimizing the supporting environment, Xin Guobin pointed out that it is necessary to continue to support key technological innovation breakthroughs, accelerate the construction of charging and replacement, car and road collaboration infrastructure, improve key resources protection, and create a better industrial development environment. At the same time, Xin Guobin also pointed out that at present, new energy vehicles have become a air outlet, and there are blind investment and repeated construction in some places, but these problems are developing problems. As the industry continues to grow and mature, it will gradually be resolved.

In terms of further improving supervision methods, Xin Guobin said that without industrial security, there is no industrial development. It is necessary to further refine regulations and management requirements, continue to improve the standard system, and strengthen network security and data security supervision.

In terms of research reports, China -Thailand Securities gave Yiyi Lithium to buy rating. China Thailand Securities Research reported that Yiyi Lithium's performance in the second quarter increased from the previous quarter, and the profitability of power energy storage gradually recovered. The company's power battery and consumer battery business have grown rapidly at the income company. The 22H1 power battery achieved revenue of 10.26 billion yuan, an increase of 164%year -on -year; consumer batteries achieved a revenue of 4.62 billion yuan, an increase of 74%year -on -year.

At the capacity side, the company's iron lithium production capacity will gradually be released, and the production capacity is expected to reach 80GWH at the end of the year. The 20GWH planned by the large cylindrical battery in Jingmen is expected to be completed in Q4; the capacity of 12.5GWh of the ternary square battery is expected to be completed by the end of this year. At the same time, the company is also actively laying up to upstream, and the cost pressure is expected to alleviate. Recently, according to data from Shanghai Steel Union, the price of battery -level lithium carbonate has returned to the 500,000 yuan/ton mark. In this regard, Qi Haizheng, the president of Beijing Extreme Sunshine New Energy, told the reporter of Huaxia Times: "It is normal to return to a high of 500,000 yuan per ton. The atmosphere of a little stir -up is a bit of hoarding. But after the rectification of the later period, this rise is more caused by the relationship between supply and demand. Under the circumstances of global new energy vehicles, if the upstream lithium mineral capacity can be released smoothly, carbonated carbonate can be released, carbonated carbonate, carbonic acid, carbonic acid, carbonic acid. The price of lithium may remain at a high level. "

Zhang Jinhui, an analyst at Xinzheng Information, also told the reporter of "Huaxia Times" that the reason for returning to the high position is the arrival of the traditional peak season and the preparation of the industrial chain in advance. The main reason is that this year's lithium carbonate is tight and balanced. About 80 %, there is no pricing power. It is currently in the peak sales season, and the mining cycle of lithium mines takes time. It is estimated that lithium carbonate will be maintained in the third and fourth quarters. In the first quarter of next year, the price of new capacity will gradually return to normal. The interval of 30-400,000/ton.

Editor -in -chief: Editor of Lu Xiaoxiao: Zhang Yuning

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