On September 16, the lithium battery plate fell sharply in intraday trading, and the plate fell by 3.54%. The word "20CM" of Huazi Science and Technology fell by the limit, while stocks such as Ganfeng Lithium, Yongxing Materials, Tibet City Investment, Tianqi Lithium Industry, and Anzhong shares fell by the daily limit, while stocks such as Jinyinhe, Zhenhua Xincai-U, Tibet Mining, and Mount Qomolangma in Tibet plummeted.

For today's Huazi science and technology fell to the limit, the market is not surprised.

On the evening of September 15, Huazi Science and Technology announced that due to changes in the implementation of the project, changes in technical conditions and the schedule of fine mechanical and electrical capacity, the order of the Ningde era was cancelled because of the fact that the subsidiary company won the bid for a total of 480 million yuan. The order accounted for more than 40% of the company's revenue last year, and the impact of the cancelled order on the share price is obvious.

　　The prosperity of the industry is improving, and many institutions are optimistic about the lithium plate.

Judging from the first-half results released by a number of lithium companies, the overall prosperity of the industry is relatively high. For the ups and downs of the sector, as well as the reasons for the current sharp adjustment, some public investors said that it is mainly the transaction level factors, the early plate rose too quickly led to increased market differences.

At present, the policy environment is still favorable, which makes lithium electricity enter the industry with high magnanimity. It is worth mentioning that the high growth of electric vehicles and power batteries has led to an explosion of demand for upstream lithium battery materials. In the first half of 2021, most of the head battery material enterprises are in a state of full production and full sales, while the prices of battery-grade lithium carbonate and lithium hydroxide, which are the core raw materials of power batteries, continue to rise.

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.

Dongguan Securities Research News pointed out that at present, the industry is still in a pattern of strong demand downstream and tight production capacity upstream, the price of the industrial chain remains high, and the performance is expected to maintain rapid growth in the third quarter. It is suggested that we should focus on the links with greater performance elasticity caused by tight supply and demand in the industrial chain, as well as the subdivision leaders with high certainty of performance growth.

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.