The rare earth sector hit a new high in the past three years, with major capital inflows and holdings.
On July 8, Tesla’s official website officially launched the Model Y (configuration|inquiry) standard battery life version, and it is expected that deliveries will begin in August. In addition, the new Model Y standard endurance version starts at 276,000 yuan, and has a range of 525 kilometers (national standard working conditions). Under the power configuration of single-motor rear-wheel drive, the zero-hundred acceleration is 5.6 seconds and the top speed can reach 217 kilometers per hour. . And standard high-end interior package.
The Model Y launched this time is Tesla’s second domestically produced model. Previously, it only had a long-range version and a high-performance version. Compared with the longer battery life version, the new Model Y standard battery life version is particularly cost-effective. Compared with the acceleration time of 100 kilometers, the long battery life version is only 69 kilometers and 0.6 seconds less, but the price is 71,900 cheaper. many.
People familiar with the matter said,The Model Y standard battery life version uses lithium iron phosphate batteries, and the supplier is Ningde Times. After the Model Y standard battery life version went online in the morning, CATL’s stock price rose by 3.95% in early trading. As of the close, CATL’s latest stock price was 559.16 yuan per share, and the latest total market value exceeded 1.3 trillion yuan.
Currently, the top three companies in the A stock market value list are Kweichow Moutai, Industrial and Commercial Bank of China and China Construction Bank. The real-time list of the Forbes rich list shows that the chairman of CATL, Zeng Yuqun, is worth US$49.6 billion, ranking third among the rich in China, surpassing Ma Yun, and second only to Zhong Suansuan and Ma Huateng.6On the 28th, CATL and Tesla signed a long-term cooperation agreement to supply lithium battery products to Tesla from January 2022 to December 2025.
The rare earth sector hits a three-year high
Usher in a strategic reassessment opportunity
On July 7, a video conference on industrial and information system industrial policies and regulations was held in Beijing. Wang Jiangping, Vice Minister of the Ministry of Industry and Information Technology, said that efforts should be made to ensure the safety and stability of the industrial supply chain, to formulate guidance on promoting the orderly transfer of manufacturing, and to accelerate the development of new service-oriented manufacturing models and industrial design.Focus on optimizing the development environment of industry enterprises, accelerate the promotion of the legislation of the Telecommunications Law, and promote the promulgation of the “Rare Earth Regulations” as soon as possible.
Recently, lithium battery has become the hottest sector in the A-share market. There was a daily limit wave in two of the first three trading days this week, and today the lithium battery sector has begun to exert force again. In the new energy industry chain, in addition to lithium batteries, the rare earth sector has performed well recently, quietly hitting a new high in the past three years.
Driven by the downstream demand for new energy and consumer electronics, the demand for rare earth permanent magnets has surged. Data show that demand-side consumption has driven the consumption of rare earths to nearly double in five years, mainly light rare earths. Due to the contradiction between supply and demand, the price of rare earths has continued to rise since July.
According to Asian Metal, the price of praseodymium oxide and neodymium oxide was 518,500 yuan/ton on July 7, 2021, an increase of 11% from the 466,500 yuan/ton on June 24. In the first quarter and second quarter of 2021, the average price of praseodymium and neodymium oxide was 500,000 yuan/ton and 510,000 yuan/ton, respectively, up 79% and 89% year-on-year.
Regarding the future price trend of rare earths, industry insiders have analyzed that rare earth magnetic materials (neodymium iron boron) are the core functional materials of electric vehicle drive motors. The accelerated growth of electric vehicle demand in the future is expected to drive the supply and demand of rare earth upstream praseodymium and neodymium to a turning point. Rare earth and magnetic materials The industry is expected to usher in a new era of optimizing the supply and demand structure and increasing valuations, and the industry’s strategic allocation opportunities are highlighted.
A number of concept stocks are reported to be happy
Over 3.3 billion main funds seek the leader
According to the Securities Times·Data Treasure, there are 31 shares in the rare earth permanent magnets sector, and their stock prices have risen by an average of 13.72% since June, significantly outperforming the broader market (-2.49%) over the same period.China Baoan, Jinli Permanent Magnet, Minmetals Rare Earth, Keheng Co., Ltd.withHuahong TechnologyThe stock prices have risen by more than 25%.
The main funds have recently favored the rare earth permanent magnets sector, and the cumulative net inflow of main funds of more than half of the stocks has recorded a positive value this week.northFang Rare Earth, GEM, Baotou Steel, Shenghe Resources, China Baoan, Shengxin Lithium EnergywithMinmetals Rare EarthThe main net inflow of funds is among the top.among themNorthern Rare EarthThe net inflow of the main funds is the largest. Since this week, the main funds have continued to increase positions for 4 consecutive trading days, with a cumulative net inflow of 3.388 billion yuan. Under the attention of funds,Northern Rare EarthThe stock price rose sharply this week, with a cumulative increase of 30.94% in 4 trading days.
As the prices of rare earth neodymium oxide and praseodymium oxide have soared, the rare earth permanent magnet sector has maintained a high degree of prosperity, and the profitability of listed companies in the industry has also improved.As of now, many stocks in the sector have reported interim results. Among themGEM, China Baoan, Huahong Technology, Hengdian Dongci, Hongda XingyewithShenghe ResourcesThe performance of the interim report is expected to increase substantially,Shengxin Lithium Energy, XiangdianwithOriental Zirconium IndustryThe interim performance of the company turned a loss year-on-year.
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