(Original title: Lithium battery giants have had a setback in their acquisitions, and opponents have raised prices to grab lithium resources! The latest bargaining chip concentration stocks are here, and the most bullish stocks have been concentrated for 19 consecutive periods. Beijing Capital is optimistic about this large-scale repurchase of the leading stock (attached shares))
The latest bargaining chip stocks list was released, and 23 stocks were concentrated for 3 consecutive periods.
On November 2, Lithium Americas Corp announced that it has made a purchase offer of approximately US$400 million to Millennium Lithium, which is higher than the approximately US$297 million acquisition offer of the Ningde era.
Regarding this quotation, the board of directors of Millennium Lithium unanimously agreed that compared with the agreement of the Ningde era, the quotation of American Lithium is a more generous proposal. At the same time, American Lithium said that according to the acquisition proposal, if Millennium Lithium terminates the acquisition agreement with Ningde Times, then the US$20 million cooperation termination fee payable to Ningde Times will be borne by American Lithium.
Industry insiders analyze that this battle for the acquisition of lithium mines is becoming increasingly fierce. Since the beginning of this year, the prices of lithium battery raw materials have risen rapidly, and the auction prices of lithium mines have repeatedly hit record highs. Lithium battery giants have focused on lithium resources. The major shareholder of American Lithium is Ganfeng Lithium. Ganfeng Lithium previously acquired Millennium Lithium for a maximum of 353 million Canadian dollars. 377 million Canadian dollars (approximately 297 million US dollars) reached an acquisition agreement.
In response to the online transmission that Ganfeng Lithium “instructed” American Lithium to issue a tender offer to Millennium Lithium, the relevant person in charge of Ganfeng Lithium responded that due to competition in the same industry and the binding of confidentiality clauses signed with Millennium Lithium In this case, Ganfeng Lithium did not actually participate in the relevant discussions and voting of the American Lithium’s board of directors. “According to the agreement, Ganfeng Lithium After Jubilee makes a better offer, the matching price has the right to subscribe first, and there is no need to pay a higher cost for bidding.”
In addition to CATL and Ganfeng Lithium, Zijin Mining has recently decided to spend approximately 960 million Canadian dollars to acquire 100% of Canadian Neo Lithium Corp. The latter’s core asset is the 3Q lithium salt lake project in Catamarca province in northwestern Argentina. , The 3Q lithium salt lake project is regarded as one of the largest and highest grade lithium salt lake projects of its kind in the world.
The latest bargaining chip stocks are here
According to the statistics of Securities Times•Databao, more than 300 companies have announced the latest number of shareholders as of October 31. Compared with the previous period (October 20), the number of shareholders has decreased by 162. Shengyang Technology, Xinhan New Material, North Huachuang, Guoxuan Hi-Tech, Shanghai Xiba, Wanma Technology and Lihexing all fell by more than 10%.
Compared with the previous period, the largest decline in the number of shareholders is Shengyang Technology. As of October 31, the latest number of shareholders was 15,800, a decrease of 17.04% from October 20.
According to statistics from Databao, 16 stocks in the latest phase of bargaining chip stocks have increased by more than 10% since October 20. The top gainers are Trisun New Materials, Guangxin Shares, Huaya Intelligence and Maijie Technology, etc. Trisun New Materials’ share price The increase was the first, with a cumulative increase of 37.51%.
Extending the time interval forward, it can be found that the number of shareholders of 23 shares has decreased by more than 3 consecutive periods recently, and the number of shareholders has decreased by 19 consecutive periods at most.
Compared with September 30, the number of shareholders of Yiwei Lithium Energy, Maijie Technology, AVIC Optoelectronics, Ruida Futures, Degut, AVIC Electromechanical and Jinmo Technology have all decreased by more than 10%. Yiwei Lithium Energy has the largest reduction. Compared with the 157,900 households on September 30, the latest 113,600 households have been reduced by more than 28%.
Among the stocks with consecutive declines in the number of shareholders, U’an Design and Ou Feiguang have a long time of continuous decline. Among them, U’an Design’s latest shareholder number is 23,000, which has been reduced for 19 consecutive periods, with a cumulative decline of 42.57%. Ou Feiguang’s shareholders The number of households dropped for 15 consecutive periods, the latest number of households was 292,300, a cumulative decrease of 13.65%, and the number of shareholder households with more consecutive declines include AVIC Electromechanical, Kangsheng Co., Ltd., Zhaomin Technology, etc.
According to data statistics, among the 23 shares that have recently dropped in the number of shareholders for three consecutive periods, 7 stocks have risen since the bargaining chip concentration. The stock prices of AVIC Electromechanical, Yiwei Lithium Energy, AVIC Optoelectronics and Yiheda have increased by more than 10%. Since October, they have risen by 17.9%, 14.72%, 13.62%, and 10.51% respectively.
Yiwei Lithium Energy, Maijie Technology, Oufeiguang, Ruida Futures and many other chip-concentrated stocks have obtained northward funds to increase positions. Among them, Yiwei Lithium has the largest net purchase of northward funds, and has received 512 million yuan of northward funds since October. Buy in. While winning the favor of Beijing Capital, the company vigorously repurchases. The company announced yesterday that as of October 31, 2021, the company has repurchased 1,372,400 shares through a centralized bidding transaction through a special securities account for share repurchase. The highest transaction price was 75.2 yuan/share, the lowest transaction price is 71 yuan/share, and the total transaction amount is about 100 million yuan (excluding transaction costs).
Disclaimer: All information content of Databank does not constitute investment advice. The stock market is risky and investment needs to be cautious.
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