September 1, the early performance of a strong high-view demeanor plate photovoltaic, lithium batteries encountered "open the door black."
The concept of lithium battery continued to fall sharply in the afternoon, easy special "20CM" fell by the limit, the previous leader Tianqi Lithium Industry, Ganfeng Lithium both fell by the limit, as of press release, Zijiang Enterprise, Shandong Zhanggu, Tianyuan shares, Saddle heavy shares, Jinchen shares, Huayou Cobalt Industry and other shares fell by the daily limit of more than 10 shares, and the overall plate has fallen by more than 3%.
Judging from the first-half results released by a number of lithium companies, the overall prosperity of the industry is relatively high. According to the lithium battery sector index, the lithium battery market began at the end of March this year, and then rose all the way up. On August 30, the lithium battery sector reached a new high, up 104.83% in five months.
But today, Easite, San'an Optoelectronics, Hubei Yihua, Andely and other listed companies announced the proposed reduction of shareholders, among which the continuous reduction of national funds attracted particular attention.
In this regard, analysts said that the lithium plate adjustment has been several days, this correction is also reasonable, lithium battery concept companies generally reported good results, market expectations are higher, it is necessary to cool down.
At present, the policy environment is still favorable, which makes lithium electricity enter the industry with high magnanimity. According to the calculation of open source securities, it is expected that the tight situation of supply and demand in the global lithium industry from 2021 to 2022 is difficult to change, and lithium ore is easy to rise and difficult to fall under the rigid gap. In this context, the major domestic lithium battery companies have begun to expand capacity in order to get more say.
However, for hot tracks, investors should also be rational and should be vigilant against the risk of short-term stock prices seriously overdrawing performance expectations and overvaluation.
The Economic Daily has previously said: no investment can be separated from industry and corporate fundamentals, and even areas with good medium-and long-term development prospects, such as lithium batteries, should not overdraw short-term performance and ignore the risk of valuation bubbles.