This afternoon, the three major stock indexes continued to rise, with the gem index leading the way with a rise of 2.20%, while the lithium plate set off a rising and stopping trend. Some people joked that today is a day when "there is lithium all over the world, but it is impossible to move without lithium".
As of press time, Dow Technology and Ke Heng shares 20cm rose by the daily limit, while Kuwo Hi-Tech, Xingyuan Materials and Oke shares all rose by more than 10%. Tianqi Lithium Industry, Tianci Materials and other materials stocks also stood on the limit board, which can be described as "blooming in an all-round way" in the plate.
On the news side, the new energy sector has been positive since the Politburo meeting of the CPC Central Committee last week called for tapping the potential of the domestic market and supporting the accelerated development of new energy vehicles.
On August 3, the Ministry of Commerce released an investigation report on the Development of Russian New Energy vehicles, which pointed out that in the next step, Chinese enterprises can consider seizing the growth opportunities in the Russian market and, on the basis of full demonstration, increase the export of new energy vehicles to Russia and their marketing and promotion in Russia, and gradually expand their market share in Russia. Discuss with Russia to carry out infrastructure cooperation for new energy vehicles, including the construction of charging facilities, optimization of pipe networks, optimization of dispatching, transmission and distribution, intelligent services, supply in remote areas, etc., so as to share new opportunities in the new energy vehicle market.
According to data released by the China Association of Automobile Manufacturers, in June this year, the national production and sales of new energy vehicles reached 248000 and 256000 respectively, an increase of 135% and 139% respectively over the same period last year, continuing to set a new record for that month. From January to June, the production and sales of new energy vehicles completed 1.215 million and 1.206 million respectively, an increase of 200% over the same period last year.
The "New Energy vehicle Blue Book: China New Energy vehicle Industry Development report (2021)" released by China Automotive Technology Research Center recently predicted that China's automobile industry will usher in a period of strategic opportunity during the 14th five-year Plan period. the popularization of new energy vehicles will accelerate, and intelligent technology will bring about changes in the whole automobile industry chain and even market terminal services. It will lay a more solid foundation for China's automobile industry in the next five years and even by 2035. Production and sales in China's auto market will also grow steadily, and sales are expected to reach an all-time high of 30 million by 2025.
Industry analysts said that in the new energy vehicle sales continue to hit a record high, the industry's material suppliers, battery manufacturers are expected to continue to benefit, the growth of new energy vehicles is very high.