Tianqi li-business the first day is set to open higher

Posted by admin on September 20, 2010
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Lithium hot concept, can not help but take advantage of the public was not yet understand the real fish in troubled waters. Yesterday’s “dialogue, chief analyst” as we sort of Lithium plate hot potato, and apple of his eye, and today continues to dig deep Lithium theme, look under the nature of representation.
Lithium hot topic in the context, as Ganfeng Lithium shadow shares, new shares Tian Qi Li industry has been a lot of attention. Recently, his claim exclusive ownership of the mineral laws direct the system to take the core technology of lithium batteries have been subjected to the same industry and the media questioned. So whether or not the technology exclusively? And how in the industry’s position? Prospects for the industry? Listed on the first day, what exactly will the trend? With these problems, China Economic Net “dialogue, chief analyst” column reporter interviewed CCID Consulting Tribune of new energy battery and Huarong Securities chief strategist Xiao Bo.
Crazy justified lithium plates have the apple hot potato
Every potter praises hit exclusive technology
Lithium carbonate is the traditional production process to go through industrial-grade lithium carbonate and then to the battery level of lithium carbonate. Tian Qi Li industry prospectus said it has “direct use of battery grade lithium carbonate ore extraction core technology,” The Impact that it is possible for a claim, the industrial grade lithium carbonate as a link rather than the product directly with later, in fact, the traditional techniques no essential difference.
Tian Qi Li industry’s position in the industry should be said that is still relatively high, battery grade lithium carbonate market share Tian Qi Li sector accounted for 54%. While it is the exclusive reference to core technology, or intentionally exaggerating, but technically speaking, ore extraction of lithium is indeed the most sophisticated extraction method, salt lake is not very mature.
Unjustified trade advantage
Wu Hui told reporters, days, Qi Li mining resources in the upstream industry are more advantages, and it is relatively early into the industry, its products can now also the largest in the industry, new listings Ganfeng Lithium with it smaller than the particular. Tian Qi Li should be said that the domestic lithium industry leader in the industry.
In the new energy battery that is the trend value, Tian Qi Li industry to industry the next step is likely to extend downstream. From its mining resources, it should be still very promising. Although new energy battery but not sure what materials to use, but no matter in what, we need to do raw materials used in lithium carbonate. From this point, it’s market risk is still relatively small.
Wu Hui believes that listed companies in the lithium carbonate, lithium-day business and Gan Feng Qi Li said the industry should have more first-mover advantage. Ganfeng Lithium has been listed, Tian Qi Li sector will also be listed, it will be more in the capital on edge, but they also have the ability to produce battery grade lithium carbonate, and now many companies can only produce industrial-grade lithium carbonate.
Lithium Carbonate Lithium theme in fish in troubled waters in the
Although there are many advantages, but Tian Qi Li industry and its presence in the lithium industry or the risk can not be ignored, for the small investors should be especially careful. Huarong Securities chief strategist Xiao Bo pointed out that lithium is a lithium battery upstream industry, first of all, the core competitiveness of lithium batteries is not here, but rather to increase battery life, better durability, higher power conversion efficiency energy consumption is smaller (that is, the consumption of lithium carbonate based solution to small), environmental costs are lower. The production process is needed lithium core technology, from this direction, the present listed companies, Xiao Bo that is most likely to have future Foshan lighting.
As has been listing and upcoming company, industry and Gan Feng TianQi Li is the industry sector should be a good business, even if they can, in 2007 -2009 years, three years, its growth rates are declining, and decline was relatively serious. This shows that the development of lithium carbonate in this industry is not optimistic. Threshold of lithium carbonate industry, technology is not high, competition is fierce. Both from close-range and long-term view is not optimistic. Near term, and now the market demand for lithium carbonate should be said that there did not, as you’d think, if the fast growing demand for lithium batteries, two companies of sales income should be increased rapidly, but the two companies growth rate has been reduced rather than increased; from future development, the wait for the market demand for lithium carbonate formed a certain scale, the result of technological threshold is not high, it is easy intervention, inevitably’s crowded and competitive, loss of profits.
Therefore, the current stocks of the popular lithium carbonate lithium is only taking advantage of the confusion speculation hot topics, but also is likely to be earned later shouted unprofitable trade. Now this law is really quite dangerous speculation.
Qi Li-business day the first day is set to open higher
Ganfeng Lithium listed on the first day rose about 186%, for the days listed on the first day of Qi Li industry trend, Xiao Bo that, in terms of the direct interest of underwriters, or recent market speculation on the subject lithium, certainly not low , might also open to 60 yuan in the vicinity. Xiao Bo recommend small investors in shares should be appropriate caution, the current price of not settling. Basically nothing to gain high open space.
Xiao Bo last reminder, as ordinary investors or industry to address the underlying risk. Of lithium carbonate industry is not like a lot of media propaganda and difficult as technology, in fact, from the industry’s trends, the future competition is very intense.

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