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Tianli lithium energy, leading technology (rights protection) 20% limit, Tianji shares (rights protection), Fengyuan shares, time Wanheng and other stocks.
On May 9, the lithium battery plate rose sharply. As of press time, Tianli Lithium Energy and LinkedIn Technology rose 20%, Tianji shares, Fengyuan shares, time Wanheng shares and other stocks rose by the daily limit, and Tianhong Lithium Power and Jinyang shares rose more than 10%.
On May 8, according to the official website of the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology openly solicited opinions on the regulatory conditions and announcement management measures of the lithium battery industry (draft for soliciting opinions). It is mentioned that lithium battery enterprises and projects should meet the requirements of laws and regulations such as national resources development and utilization, eco-environmental protection, energy-saving management and production safety, as well as national industrial policy and relevant industrial planning and layout requirements. It meets the requirements of local land space planning and special planning for ecological environment protection, and meets the requirements of "three lines and one order" ecological environment zoning management and control. Guide enterprises to reduce manufacturing projects that simply expand production capacity, strengthen technological innovation, improve product quality, and reduce production costs.
According to the draft, the energy density of the single energy battery using ternary material (lithium nickel cobalt manganate) is ≥ 230Wh/kg, the energy density of the battery pack ≥ 165Whhand kg, the energy density of the single battery using other materials such as lithium iron phosphate ≥ 165Wh/kg, the energy density of the battery pack ≥ 120Wh/kg. The power density of single cell is ≥ 1500W/kg, and the power density of battery pack is ≥ 1200W/kg. The single battery cycle life ≥ 1500 times and the capacity retention rate ≥ 80%, the battery pack cycle life ≥ 1000 times and the capacity retention rate ≥ 80%. The draft also mentions that enterprises should spend no less than 3% of their main business income on R & D and process improvement each year.
Everbright Securities (rights protection) pointed out that the lithium plate is in the peak season replenishment period, and each link processing fee stage bottomed out. The introduction of policies such as car trade-in is expected to stimulate the consumption of new energy vehicles, and there is room for the industry to exceed expectations. The agency pointed out that the profits of lithium materials have bottomed out and are expected to recover in the first quarter of 2024. Due to the decline in the price of upstream resources such as lithium carbonate, intensified competition and the removal of storage, the profitability of upstream resources and mid-stream materials has declined, and the link with strong periodicity is particularly obvious. The battery sector benefited from the fall in lithium prices and the rise in gross profit margin. The profitability of structural components and ternary precursors with good pattern is stable. In addition, from the marginal change of profitability in the first quarter of 2024, the profitability of most mid-stream links narrowed, stabilized and rebounded, while lithium iron phosphate, electrolyte and negative electrodes rebounded month-on-month, and the plate as a whole showed a trend of bottom-to-bottom profitability.
Zheshang Securities pointed out that according to the quarterly results, Ningde era, Yiwei LiNeng (rights protection), Kodali and other industry leaders have shown steady profitability and excellent report quality, and profits in links such as diaphragm and electrolyte (hexafluorine) have accelerated to the bottom. At present, the marginal improvement trend of the fundamentals of the lithium electricity industry is clear, which is superimposed to drive the growth of domestic demand for new cars and the landing of various new technologies to strengthen the competitiveness of electric vehicles. It is recommended to pay attention to the steady profit leader.