2010年10月11日星期一

new power lithium battery industry’s heavy investments in the dynamic

New energy vehicles are also central to the most valuable part of investment, the market shares of capital on the pursuit of power lithium battery is also heating up again.


Yesterday, Cheng Fei integration,dell laptop battery Desai battery Ganfeng Lithium 3 lithium stocks and emerging markets to drive strong lithium battery plate again. Which integrated into the flight from July 6 rose as high as 161% since the resumption of trading. However, information from public view, lithium batteries is not profiteering industry, investors wary of chasing high-quilt.


It need waiting a long time in a year, the seven new industry planning has finally made substantial progress gradually. Following the completion of the National Energy Board prepared and submitted to the “new energy development plan,” after this week there are reports that, led by the Ministry of Industry and the development of “new energy vehicles and automobile industry development plan” has completed the formulation of the draft, by the end of September 7 major strategic development of new industries planning programs all at a time.


In the July 19 rose 7.12% to continue after the integration into selected high flying sideways trend, stock prices remain above 20 Yuan to run. Sideways half a month later, sealing the daily limit yesterday, the stock price has soared 161% since the resumption of trading, while record high.


Yesterday, shares of the overall strength of new energy vehicles. Among them, the lithium is particularly eye-catching concept stock performance, dell 4834T battery, integration into the flight, the battery Desai, Ganfeng Lithium collective daily limit of three units; when l Technology, 100 000 000 Wei Li energy, ocean machine, dell Inspiron 2000 battery, dell Latitude LS battery, dell 2834T battery, dell 4834T battery, the torch high and so are all more than 3% of increase; Section power far, Tibet Mining, CITIC Guoan, Fluoride and other firms also have a good rose.


Lithium stocks is the star of the recent stock market in order to calculate the latest month rose stock index rose 10.2%, but the lithium stocks rise in the number of shares more than 20%. Which, integrated into the fly up about 58.2% a month, leading the entire plate; Branch power away about a month rose 38.2%, followed by; Ocean Motor rose by about 32.06% over the same period gains were only about 10.2%. Jiangsu Guotai, the torch high-tech, mining in Tibet, Desai battery, Fluoride, CITIC Guoan, 100 000 000 Wei Li can, when the rise of science and technology over the past month rose more than 20% also generally outperformed the broader market.


According to “Panorama data terminal decision-making,” dell 2834T battery, Yesterday’s monitoring data shows that industry and Gan Feng Li Fei integrated into the relative ranking among the top five net capital inflows. Shenzhen Stock Exchange’s public information display, the concept of unit operations involved in lithium battery to the main idle capital, institutional capital is rarely seen in the bid chart. Yesterday Ranking of Ganfeng Lithium integrated into the flight, Desai battery no representation on the appearance.


Effect is becoming apparent in the money; the lithium battery relay plate is becoming hot money toys. Has always been sensitive to smell death squads known daily limit sales South Jiefang Road, Ningbo, China Everbright Securities Department, is relieved yesterday sold 4.12 million Yuan into the fly integration, ranked stock sell list first. Show some hot money began to retreat from the hot stock.


Many enterprises have set foot in this popular new power lithium battery industry’s heavy investments in the dynamic behind the lithium battery industry, the actual earnings do?


As the province and even the earliest one of the enterprises involved in Li-ion battery, dell Latitude LS battery, which began in 1999 after years involved in lithium battery industry. But according to the company’s stakeholders that the existing company’s lithium business accounts for 30% of the company’s total revenues to 40% profit margin at 16%, not “profiteering” industry.


To Shanshangufen more well-known in the industry as cathode material, for example, dell Inspiron 2000 battery, dell Latitude LS battery, dell 2834T battery, dell 4834T battery, in 2009 sales revenue of 414.09 million Yuan, net profit of 23.06 million Yuan, the main products of lithium cobalt oxide. 80% of the cost of lithium cobalt oxide fluctuates significantly. Cobalt oxide huge gains in 2008, thus causing Shanshangufen adversely affected gross margin.


In addition, a lithium battery company Huafang Textile be a battery in the field in the formation of leading-edge technology companies, but its 2009 Annual Report, the company’s textile business is still the main motive power battery business has not yet contributed.


In fact, according to the latest research report Guoyuan Securities display, automotive lithium battery industry is gradually becoming a rational industrial chain, dell Inspiron 2000 battery cell companies are also beginning to profit from the losses. However, the current-related companies are only in small batch production phase, production and marketing costs are high, and Pinzhong, brand relative one, from large-scale production have a long way to go, lithium batteries have yet to be excavated for future investment opportunities.


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