Spark Global Limited reports:
A shares today ushered in A retaliatory rise, the three major indexes closed higher, the gem index once beyond the Shanghai Composite Index, attracting market onlookers. However, these are not the most important things. What is important is that the market structure is too explosive. Salt Lake Lithium-lifting index closed up 9.55%, the nine major industry index closed up more than 5%, lithium battery and semiconductor industry two of the most high.
On an event-driven level, the lithium price hike is a major factor. It is reported that yesterday, the domestic battery grade lithium carbonate quotation rose 500 yuan/ton, after a quarter again. However, there is another piece of information that deserves more attention: technological progress. A new solid state electrolyte, lithium zirconium chloride (Li2ZrCl6), was designed and synthesized by Professor Ma Cheng’s team at the University of Science and Technology of China (USTC) on July 20.
From the disc point of view, there is a phenomenon worthy of attention, that is the end of the market value of more than 100 billion Goer shares suddenly flash collapse. Analysts believe that the letter Wei communication due to the sudden collapse of the Chinese newspaper may cause the market concerns about the industry chain companies. In addition to the Goer shares, Lixun precision also has a small dive. The market may also be worried about the impact of the flooding in Zhengzhou on Apple’s shipment schedule.
Lithium electricity rose hi
Today’s market pattern is roughly like this. Salt Lake Lithium-lifting index surged nearly 10% closing, lithium ore closed up 8.71%, semiconductor equipment, rare metals all skyrocketed. Nine indexes closed up more than 5 percent. You can see how hot the market is.
So, why is lithium rising? Analysts say there are two possible reasons.
One is the rise in product prices. Yesterday, the price of domestic battery grade lithium carbonate rose by 500 yuan/ton, and rose again after a quarter. A leading brokerage said the price increase indicates strong growth in downstream demand for lithium raw materials against the backdrop of a significant increase in lithium carbonate supply. The second half of the year is the concentrated expansion cycle of domestic cathode material enterprises, but there is still no significant increase in the supply end, even the fastest increment of salt lake in South America will be released at the end of this year.
Recent middle battery materials enterprises have unveiled a large expansion plan, the anode material of 100000 tons of capacity expansion threshold into 20 – and even the corresponding lithium demand will also enter the 50000 tons and 100000 tons level, in contrast, increases production of lithium salt, most enterprise expansion pace are 1-2 – another step forward, The huge mismatch between the two will make the supply contradiction of lithium salt become more and more serious. Lithium plate is one of the links with the highest certainty of price rise in the industrial chain.
Second, there has been significant progress in technology. University of Science and Technology of China (USTC) Professor Ma Cheng’s team has designed and synthesized a solid-state electrolyte for lithium-ion batteries that has both cost and performance advantages, Workers’ Daily reported today. This work overcomes the bottleneck of the production cost and comprehensive performance of solid electrolyte materials, and makes the commercialization of all solid state batteries no longer just a distant “lithium”. The results were published in Nature Communications at 18:00 on July 20, Beijing time.
A new solid chloride electrolyte, lithium zirconium chloride (Li2ZrCl6), was designed and synthesized by the research group of Professor Ma Cheng in University of Science and Technology of China. The material has successfully reduced the raw material cost to $1.38 per square metre at a thickness of 50 microns, a rare drop well below the $10 per square metre threshold needed to ensure competitiveness in the all-solid-state battery market. In addition, lithium zirconium chloride remains stable at humidity up to 5% (corresponding to the dew point of -15°C), so its synthesis and storage are not demanding in the atmosphere, further reducing production costs. In addition, Toyota will unveil its solid-state battery electric car at the opening ceremony as the Olympics approach, according to previous reports.
The semiconductor also flew
A – share market is basically around three lines in recent days: lithium, photovoltaic and semiconductor. At least two lines are flying today, the aforementioned lithium-ion and the soon-to-be-launched semiconductor. Today, semiconductor equipment also ushered in the tide.
After the plate, the General Office of the Shanghai Municipal People’s Government issued the Shanghai strategic emerging industries and forerunner industry development “Fourteenth Five” planning. Efforts will be made to improve research and development of core chips such as 5G communications, desktop CPUs, artificial intelligence, the Internet of Things and automotive electronics, speed up development of core IP, and promote research and development of key devices such as FPGA, insulated-gate bipolar transistor (IGBT) and high-end microcontrol unit (MCU), according to the plan. Improve the supply ability of integrated circuit design tools, cultivate the whole process electronic design automation (EDA) platform, and optimize the ecological environment for the development of domestic EDA industry. Accelerate the development of world-class etching machines, cleaning machines, ion implantation machines, measuring equipment and other high-end products. Carry out research and development of core equipment and key components. Enhance the R&D and industrialization capability of 12-inch silicon wafer and advanced photoresist.
And the real stimulus today’s market may be semiconductor expansion cycle is on the upside. According to Skywind Securities, global foundry capital expenditures accounted for 53% of revenue, rising for the third consecutive year. Semiconductor capacity is expected to continue to transfer to the mainland, 2020-2030 mainland semiconductor capital expenditure compound growth is expected to be higher than the world. Under the background of trade friction, the rate of domestic production of semiconductor equipment materials in mainland China is expected to continue to increase in the future. Integrated manufacturing plate accelerated expansion, superposition of the rate of localization, semiconductor equipment material plate is expected to improve the space, continue to be optimistic about the opportunity of domestic semiconductor equipment materials. At the same time, TSMC also revised up its full-year forecast for the semiconductor industry.
It is in semiconductor and lithium under the stimulation, today’s GEM and science and technology board index trend is very strong. Among them, the GEM index once surpassed the Shanghai index.
Billions of white horse tail flash crash
From the point of view of the whole dish, today’s market to make money effect is good, the whole market up the stock also rose more fell less, but the end of the scene appeared not calm. Billions of big white horse goer shares suddenly flash collapse. Subsequently, the whole apple industry chain has a problem, Li Xun precision small diving, Lansi technology is also the case.
Is apple industry chain kill suddenly drop why reason? According to analysts, there are probably two main reasons:
One is the flooding in Zhengzhou, where Foxconn currently makes most of its iPhones. The market is worried that the flooding will affect shipment problems. However, Foxconn has responded to the outside world, the current Zhengzhou campus staff safety, the group will be based on the change of water conditions to adjust operations.
Second, the performance of letter – dimensional communication affects the whole industrial chain. As Apple industry chain leader, the stock plunged more than 16 percent today. On the evening of July 20, Xinwei Communications disclosed the semi-annual report of 2021, the company achieved operating revenue of 3.055 billion yuan in the first half of 2021, a year-on-year growth of 19.48%; The net profit returned to the mother was 172 million yuan. Analysis shows that the company is in the stage of business transformation and optimization, the first half of the company’s operating income continued to grow, the net profit has been affected to a certain extent.
After the flash crash of Goer shares, the company responded after the plate: the company’s production and operation are all normal, all the businesses are in normal development, no major business changes have occurred. The company’s pre-announcement for its half – year results has been released.
However, analysts believe that the Goer flash crash and the letter of the Wei slump is also a warning to semiconductor chips, after all, the downstream of the semiconductor chip is mobile phones and cars, and the two sales growth is not ideal.