Xu Xiang's wife Ying Ying first publicly commented on the market value of Tianqi Lithium industry, the market value of Tianqi Lithium fell below 200 billion

On July 11, A shares produced a "melon".

In the past, Xu Xiang's wife Ying Ying, the wife of "Private Equity", used more than 20 words to comment on Tianqi Lithium (SZ002466, the stock price was 134.45 yuan, and the market value was 198.6 billion yuan). The next day, the lithium battery leading stocks were lying on the daily limit less than half an hour in the morning, and the market value also fell below the 200 billion yuan mark.

Data source: Reporter sorted out the visual Chinese map Yang Jing map

In this regard, many netizens teased: "The rudder is still the helm master, is this Xu Xiang's point of view?" On the other side, all parties holding or paying attention to Tianqi Lithium are also busy. Tianqi Lithium said: "The company currently operates everything normal." Brokerage analysts said: "There is no basis for the empty remarks." The fund manager said: "The profit center is long for a long time." The lawyer said: "Illegal release of securities research reports in violation of regulations. ","

CITIC Securities's non -color metal team also analyzed the lithium price and lithium sector. It believes that the significant adjustment of related stocks is more emotional factors rather than fundamentals. Since the end of April, the lithium plate has rebounded more than 100%. %Is the strongest performance in the entire new energy industry chain and metal segment sections. At the wind, the lithium sector market also easily fluctuates greatly with the changes in market sentiment, such as having a high position or concerns about tightening liquidity.

On the evening of July 11, in response to the fluctuation of the stock price of Tianqi Lithium, Ying Ying said in an interview with Ye Xiaodan, a reporter of the "Daily Economic News" reporter: "I will not comment on the stock in the future. , I have repeatedly emphasized that I have no contact with Xu Xiang. It is my personal point of view. I will never comment on the stock again next time. "

Yingying: The price of Tianqi Lithium has been overestimated

At the end of April, after the stock price touched the low point near 59 yuan, Tianqi Lithium suddenly staged a "bull's head". On July 6, the stock price rose up to 150 yuan/share, and the range increased by more than 122%. When the increase is too high, when will the adjustment be called? Many people did not expect that they would be implemented in such a way.

On the evening of July 10, Xu Xiang's wife Ying Ying released a weekly market comment. At the end of the comment, she wrote: "I personally think that: 002466 days, Qi Lithium, Davis, has reached its peak, and the price has been overestimated." This is also the first time Ying Ying publicly commented on individual stocks.

On the morning of July 11th, Tianqi Lithium closed the limit in less than half an hour. Until ten minutes before the closing, the daily limit was opened. As of the closing, the decline was 9.16%.

It is worth noting that since July, Yingying has begun to publish "weekly market reviews" on her personal public account to express personal views on the market and hotspots.

Earlier, Yingying said that the point of view of the market has nothing to do with Xu Xiang. I was originally a securities practitioner. I have always paid attention to the market and will often resume. And I hope to write a re -enrollment experience every week.

Data from the China Securities Association showed that Yingying obtained general securities business qualifications on May 14, 2004, and leaned up on February 5, 2009.

Regarding the trend of Tianqi Lithium on July 11, the company responded: "According to Ying Ying's public response last night (July 10th), she has no stock account and does not buy or sell stocks. Qi Lithium Industry Stock. At the same time, we also remind investors to treat market comments rationally and pay attention to investment risks. The company currently operates everything. "

Analyst: Shortlessness is not based

For why the conclusion of "the price of Tianqi Lithium is too high", Ying Ying once said: "My own personal point of view has a technical and fundamental analysis." However, this view also triggered the market pair Heated discussion about the value of lithium mine.

The environmental protection low -carbon team of Huaxi Securities said that recently, a person commented on the overvaluation of Tianqi Lithium. Phase. The company's Hong Kong stocks have been successfully issued, the collar options have been successfully resolved, and the debt issues have been further optimized. The company has the best Terrison lithium concentrate in global resource endowment. The 2022Q1 Tylesen Tail Mine Plant is 280,000 tons/annual production capacity. It is currently in the climbing stage of the capacity. The output of lithium concentrate is further released. At the same time Get rich dividends from SQM. In addition, the company's Cosora Sakura Mine Mine will resume construction. In the second half of the year, with the influence of the epidemic, the new energy industry chain was willing to rush to work to make up for the output loss caused by the epidemic in March to May. The acceleration of downstream production will increase the consumption of lithium salt, which will drive the price of lithium salt to rise. It does not rule out that the price of lithium salt will reach a new high in 2022Q4 and 20123Q1 during the stock preparation season. At the current stage, the price of lithium salt still maintains a relatively stable trend. The current downstream is in the stage of consumption inventory. Entering in late July will usher in centralized procurement. At that time, lithium prices are expected to restart the rise.

CITIC Securities's non -ferrous metal team believes that the current mainstream transaction price of lithium prices is 480,000 yuan/ton, and the results of the industrial chain transfer results show that the enthusiasm of downstream procurement has been continuously improved, and upstream companies have some sale emotions. The reason why the price has not yet risen is that the import of lithium carbonate has been concentrated in Hong Kong from June. In addition, the output of salt lake is at a high level. At present, the supply of lithium supply is actually at a high point during the year, and the market supply is relatively sufficient. From the perspective of price operation trends in the past two years, the rise in prices will only happen at the end of July. It is expected that this year is also the same. In addition, the auction of Australian Mine this week may also become a fuse for rising prices. On the whole, the rising lithium price rising in the second half of the year is relatively high, but due to the accumulation of industrial chain inventory, the price increase is expected to be lower than the previous optimistic expectations of the market. "In addition, from the perspective of the stock price, we have previously defined the rebound of the lithium sector as the quarterly level, and still maintained this judgment. At present, the" lithium price increases '' second quarter performance increased " The three cores of the "three cores and favors of the stagedness have not disappeared, and the sector has not seen the air factors. It is recommended to pay close attention to whether the Australian ore auction price and the lithium price can rise at the end of the month. ","

Fund manager: logic will not change

In the past two years, new energy is the most popular track of A shares, and lithium ore is the leader of the travele.

Tianqi Lithium is undoubtedly the "good heart" of the organization. According to Wind data, as of March 31, 2022, a total of 280 funds held about 193 million shares, and the total market value of about 1.596 billion yuan was held.

"I am strange today (July 11). (Tianqi Lithium Industry) suddenly lost the limit. My colleague told me, and I didn't pay attention to it before." A fund manager told reporters during an interview with the telephone interview.

The fund manager further stated: "Profit sustainability should still be okay. In the short term, after the number of new energy vehicles in the third and fourth quarters, this lithium price may continue to go up, and it will be weaker next year. It is estimated that it will increase due to next year. There will be more, but its center is upward. Relatively speaking, new energy is a field that recovers faster after all, and the policy is supported. Local governments have issued subsidies. The number of funds held is not a small number. Each fund manager has different ideas, and it is difficult to have a consistent point of view. "

A fund manager in Shanghai told reporters on the phone: "I think this is just an occasional factor, and the entire sector is adjusting. Photovoltaic and other things have been adjusted well in the early stage. As far as valuation is concerned, everyone's views are different. Anyway, I feel quite expensive. As for whether the fund manager will reduce the position, it will not be because of a sentence, but what is the reason why you are optimistic and which money do you want to make? "

Lawyer: suspected illegal post -research newspaper

As Xu Xiang's wife, Ying Ying's behavior has also attracted much attention before. This time Yingying's comment on stocks has caused heated market debate.

Earlier, Yingying responded to the outside world that there was no qualifications. So how do you look at the behavior of his comments?

Some fund investors believe that a person who does not have the qualifications of securities consultation seems to be a view that does not have data, neither data nor logic and demonstration. In essence, it is to use his influence to manipulate the stock price. Is the regulatory authority acquiesced in this manipulating stock price? The interest chain behind the investigation should be clearly checked to whether it has the behavior of the low position of the stock price and manipulation of the stock price.

Lawyer Wan Miaoyu, director of Sichuan Dingjie Law Firm, told the reporter of "Daily Economic News" on WeChat that although Ying Ying had filed a divorce with Xu Xiang in the Shanghai Huangpu District Court, he divided the family's common property and clarified the child's direct custody right The lawsuit, but before the divorce judgment came into effect, it was durable with Xu Xiangshang's relationship with the husband and wife.

The law of mutual agency between husband and wife is limited to the daily needs of the family, but Xu Xiang and Yingying should know that when Ying Ying commented on individual stocks as Xu Xiang's wife, the shareholders would judge Xu Xiang's previous judgment of individual stocks and individual stocks. The cognitive aura of control was transferred to Xu Xiang's wife, and Ying Ying's judgment (the public believes that Xu Xiang speaks in the name of his wife), as a basis for decision -making or throwing it.

Ying Ying, as Xu Xiang's wife, also became a public celebrity because of his imprisonment with Xu Xiang and divorce. Yingying has the qualifications of general securities, but is now in a state of resignation, and securities analysts are special qualifications in the securities industry.

In judicial practice, the WeChat public account is considered to have new media attributes. Yingying commented on a stock, which is an act of issuing a securities research report in violation of regulations.

Regarding the market's attention to the market, lawyer Wan Miaoyu further stated that in 2016, the Securities Regulatory Commission Liu Jindao, a reporter of Jinan, who did not have the qualifications of securities, was released in the Oriental Fortune Stock Bar. Information, given 150,000 yuan in administrative penalties.

The comments of Yingying's lithium industry have triggered the result of many investors selling shares. It is necessary to determine whether Yingying's "manipulating the securities market" stipulated in Article 55 of the Securities Law depends on whether her release basis is " "False or uncertain information", that is, whether her analysis foundation comes from the public information published by Tianqi Lithium according to the rules of the letter, completely exclude the leakage of inside information, and whether her and Xu Xiang's interesting person has done it from this time. Actions of profit in the air.

On April 29, 2016, Xinhua News Agency released the news that Xu Xiang and others were suspected of manipulating the securities market and insider trading crimes, and were approved by law.Recalling the road of growth, Xu Xiang stood out from the tour and became the "head of the dead team"; in Shanghai, he associated with the controller or important shareholder of the listed company, deeply involved in the theme of the reorganization, and quickly became a "private equity brother".Daily Economic News

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