Behind the lithium ore index fell 7%: Half of lithium mine stocks rose exceeding 100%of the high, and the market fluctuated by the market for 200 billion Tianqi Lithium industry

21st Century Economic Herald reporters Dong Peng, Zhu Yiyi Chengdu, Hangzhou reports

Lithium ore stocks fell suddenly, and many sellers on the previous day were still publishing the "buy" rating.

On July 11, the lithium ore index fell over 7%in the market. Multi -ingredients such as Tianqi Lithium (002466.SZ) and Shengxin Lithium (002240.SZ) touched the limit. This is since the rebound of this round. For the first time, lithium ore stocks are relatively "decent" systematic callback.

The wind rose at the end of Qing Ping.

On July 10, Xu Xiang's wife Ying Ying public account published a tweet, which was generally considered to be the fuse of lithium mine stocks that day. This "Weekly Market Comment" pointed out that "Davis Divisted Davids has reached its peak, and the price has been overestimated." By the day of the closing of the day, the reading volume of the tweet had exceeded 80,000.

However, the lithium mining industry and the company's fundamentals have not changed significantly. Tianqi Lithium said on the same day, "The company currently operates everything normal, remind investors to treat market comments rationally and pay attention to investment risks."

Aside from Yingying's comments on individual stock compliance or not to talk about it. From the perspective of the secondary market, lithium mine stocks have fallen sharply on the day of their domestic capital logic. At least the rebound of the this round of the plate has been very considerable, and it has gathered a large number of profits.

According to Wind statistics, from April 27th to July 8th, the area of ​​Shenwan Lithium industry rose 107.4%, leading all segmented industries, and nearly half of lithium mine stocks increased by more than 100%, of which Tianqi Lithium Industry area increased again. It ranks first in the lithium mine sector.

Last week, the total market value of more than 200 billion yuan in A -share "lithium industry", which also exceeded the larger two other giants in the United States Yaobao and Chile SQM ...

Lithium ore stocks fall behind

"Tiger's prestige is in", Zexi Investment has become a past style, but the word "Xu Xiang" still has a great influence in the A -share market, and even his wife Ying Ying has attracted much attention.

Starting from July 4, the "Yingying" public has continuously released "weekly market reviews". Some people speculate that Xu Xiang may be published through the market view through the "Yingying" public account.

However, Ying Ying said to the 21st Century Business Herald on the 11th that the above account was written by herself. "This number is for the right of rights to protect their rights. "

But the A -share market investor behind the nearly 100,000 plus readings does not seem to think so.

After the opening on July 11, Tianqi Lithium quickly fell the limit. Rongjie (002193.SZ), Shengxin Lithium Energy, China Mining Resources (002738.SZ) and other multiple lithium mining stocks touched the limit Panfang opened the limit.

It should be pointed out that there are many people who have contributed to the market like the Yingying public account. At present, there are a large number of public accounts that have released the stock market view. Occasionally, you can also see advertising push from relevant investment consulting institutions in the circle of friends.

However, in contrast, Ying Ying's identity is relatively sensitive, coupled with various market speculations, which has enlarged the influence of her own opinion.

The 21st Century Business Herald also noticed that there are a large number of stock evaluation accounts on the Douyin platform, and a number of fans have emerged from 500,000 people, or even more than 1 million people. Market analysis, some of the account registration subjects have investment consulting qualifications, and they will basically not mention individual stocks.

However, there are also a large number of Douyin accounts live broadcast on the market, or publishing content similar to "recommending one daily". The overall style is relatively "rough".

Similarly, the live broadcast has appeared a few years ago, and now it is nothing more than the live broadcast platform of the stock from the previous YY voice, etc., to the live broadcast platforms such as Douyin.

"Actually, the supervision has noticed, and there are some cases, but this type is large, most of the influence, and limited social harm." Xu Feng, director of Shanghai Jiucheng Law Firm, said that Douyin and other involved investment involved investment involved in voting Gu's non -licensed subjects are illegal, and platforms such as Douyin and the CSRC have regulatory responsibilities.

As for this time, Xu Feng believes that "investment analysis, investment suggestions, and investment forecasts are all in the field of consultation. I think this (Yingying stock review) is still suspected of engaging in investment analysis and suspected of violations. focus on."

According to the relevant provisions of the Securities Law, the securities investment consulting service business shall be approved by the State Council's securities supervision and management agency; without approval, it shall not provide services for securities transactions and related activities.

However, as Xu Feng said, the quantity of similar accounts was too large, which increased the difficulty of supervision.

Northbound funds closed on Friday on Friday to turn off the lights on Monday

Aside from Yingying's evaluation of individual stock compliance issues, and how much the Tianqi lithium industry has affected how much it has been affected. In terms of the performance of the secondary market this year, the lithium mine sector has indeed accumulated a considerable increase.

This can be compared from several dimensions.

First of all, lithium ore stocks are the leading variety of A shares rebound in the round. The market fell on April 27th and bottomed on the same day. Last Friday, the Shenwan Lithium industry rose 107%, ranking first in all sub -sectors.

If the lithium mines are divided, the median increase in the area of ​​14 lithium mining stocks in the same period is 83.1%.

Secondly, in the interior of the sector, Tianqi Lithium ranked first with 149.11%, plus Rongjie and China Mining Resources, and nearly half lithium ore stocks increased by more than 100%.

Third, there is almost no decent callback of lithium mines in this round. For example, Tianqi Lithium is almost adjusted by the horizontal disk, and the maximum retracement rate of 80 yuan, 100 yuan, and 120 yuan is only about 10%. The secondary market is so strong, which is related to the prosperity of the new energy vehicle industry.

Lithium ore is a link in the subdivisions such as positive poles, negative electrodes, and power batteries. This year, the industry chain internal performance growth has been determined and elastic. Some companies have increased their profits in the first half of the year.

There is no doubt that after accumulating the above -mentioned considerable increase, the fluctuation risk of the secondary market has also increased.

The 21st Century Economic Herald has also reminded the risk in the report last week. The level has surpassed the Overseas Companies of the United States and Chilean SQM, and it is also infinitely close to A -share listed companies with a market value of about 230 billion yuan.

It should be pointed out that in the high point of the lithium mine sector in 2021, the market value of the "lithium industry" has also exceeded the overseas peers. However, after a period of time, the continuous decline in the continuous decline in September to the end of April last year, some lithium mining stocks declined by 50%.

In the context of the above, the lithium mining stocks headed by Tianqi Lithium have fallen sharply, just a normal market fluctuations, and naturally, it has fallen more naturally.

Compared with the trend on the day, we can also see that the lithium mine stocks that have fallen from the top are "own mining" companies, and these stocks are the leading companies in the early stage of the sector.

In contrast, leverage and north -directional funds face such a sudden decline, and it is slightly helpless, especially the northbound funds are not scared.

Let's talk about financing funds first. Since June, Tianqi Lithium Industry financing balance has increased from 6.1 billion yuan to about 7.1 billion yuan, and it still maintained a secondary high of 7.175 billion yuan until last Friday.

The north -north -northern direction is worse. Tianqi Lithium was previously excluded from the Deep Stock Connect due to debt issues, and the northbound funds could only be sold and could not be bought. However, from mid -June this year, the rhythm of 1 million to 3 million shares in the north of the north began to gradually buy the Tianqi Lithium industry again.

On July 8th, the amount of buying northbound funds reached a record high. The number of buyers in a single day reached 9.02 million shares, and the market value of holding the shareholding increased by 1.4 billion yuan a day.

As a result, I met the stock limit as soon as I opened.

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