Lithium battery unit have their respective advantages
Friday, May 28th, 2010Demonstration and popularization of new energy vehicles news related rules activated lithium plate recently EADS were mixed market. Researchers have to remind brokers, according to A shares to past practice, the market outlook, investors need to prevent “Jianguang Si.”
There are many hot markets, but the lithium battery unit is still a landscape this week, can not be ignored. Concord Technology (000733, closing price of 12.17 yuan), Foshan Lighting (000 541, closing price 14.80 yuan) two non-release of the industry related stocks in the news, they have no doubt that daily limit, this “point on the” in Li-ion battery to market the concept of the state show a strong appeal.
But researchers cautioned that there are brokerage, demonstration and popularization of new energy vehicles news related rules activated lithium plate recently EADS were mixed market, looking from the past practice of A shares, VGP-BPS9/S investors need to beware of market outlook, “Jianguang Si.”
Lithium shares “a little on the”
Last week in a crash in the sudden emergence of the lithium battery unit into the last trading week of May is still eye-catching performance. Tibet Mining weekly gain in nearly 16%, CITIC Guoan by the strong rebound in capital funding to do more, not only 100 million Wei Li can, when l technology, more and more such as lithium fluoride newcomer to strong, even in Jiangsu Guotai, Shanshangufen the old lithium hp battery shares before the downturn also swept away, far outperforming the broader market.
The most prominent of which was undoubtedly the performance of 100 million Li-Wei energy (300 014, closing price 30.98 yuan). Early flat of 100 million Li-Wei in May 18 diluted, we rather some “Turnaround” flavor. Diluted Yang received 5 consecutive trading days, including three days of daily limit! This week, Thursday the same two daily limit, to 24.67% weekly gain.
Shenzhen Stock Exchange publicly traded information display, the director that the Ruoshitianquan good show is that hot money from around the country, many of them in Shenzhen Guoxin Securities Tairan 9 Road Business Department of Finance through the Securities Wenling Dong-hui North such “active” .
Another is the CITIC Guoan (000 839, closing price 13.05 yuan). May 21 of Yang Xian sounded the horn stock rebound, this week, Tuesday on two consecutive days have more than 10 million large-scale financing to buy. Weekly gain this week, up 20.06 percent, the highest in the forefront of the two cities.
The third is Fluoride (002,407, closing price 46.18 yuan). Following last week’s institutions to buy a rose this week after more than seven points, showing a multi-platform consolidation pattern fluoride, Fluoride 28 or 5.76% a correction, but the day of the stock bought by the institutions swept all three! I bought a total of three Fluoride 29.12 million yuan, the total amount bought in the top five in the proportion of 75%!
Fluoride sprung up everywhere
Lithium shares in the current round of speculation, the emergence of more and more fluoride is absolutely pleasant surprise. This was in the May 18 board official listing of small and medium sized newcomer, had cracked fat listed on the first day, but then received a continuous blitz agency funds.
Fluoride fluoride salt itself but the main industry, but institutions interested in the company not yet mature, lithium hexafluorophosphate project. Lithium hexafluorophosphate electrolyte is the most important raw material production, while the electrolyte is a lithium-ion batteries Sony VGP-BPS9 battery , Sony VGP-BPS9/B battery needed key material.
Industry insiders say, only a few Japanese companies can be mass produced, high technical threshold; internal lithium hexafluorophosphate used in almost all imports, or foreign companies in domestic production. CIC Securities analyst, said Lin Xiong, lithium hexafluorophosphate electrolyte production costs account for about 6 percent.
Lithium hexafluorophosphate margins are surprisingly high. Fluoride prospectus showed that lithium hexafluorophosphate cost of production is about 100,000 yuan / ton, the current market price of 35 yuan / ton (including tax), gross margin can be 67%.
In the multi-fluoride ago, the domestic lithium hexafluorophosphate project has made marked progress in the only two companies - Tianjin, and Jiangsu Guotai Taurus. The former 80 tons capacity for personal use only; the latter line has not yet completed, 28 journalists from the Company, the project plans to pilot before the end of June.
Taurus and Tianjin, Jiangsu Guotai Gangster these industries compared to more fluoride and more progress has not lagged behind. Company prospectus that at the time of lithium hexafluorophosphate pilot production line has been established.
“Daily Economic News” interview with Xinhua, companies, securities companies, introduced a staff member surnamed Li, the general situation of the project. According to reports, the project has been completed in the trial, from the results, despite the purity, yields and not very stable, but overall is good. The company’s test pilot production line products, has also been sent to downstream clients on probation. The source also said Fluoride set up a special project team, and domestic vehicle companies in contact.
This year, Fluoride will be built as an annual capacity of 200 tons of lithium hexafluorophosphate production line; prospectus showed in 2011 will be built lithium hexafluorophosphate 1,000 tons / year production line, to become the largest lithium hexafluorophosphate manufacturer.