No matter how advanced your battery is, as long as it's still a lithium battery, it can't function without lithium ore.
The most popular saying in China's secondary market in 2021 was "With lithium, you can go anywhere in the world".
The price of lithium carbonate has been rising steadily worldwide.
As early as the beginning of 2022, the price of lithium carbonate had already reached 500,000 yuan per ton, and related companies saw a continuous and significant correction in their A-share listings.
Later, as production capacity expanded, the price of lithium carbonate fell. However, influenced by the super lithium battery of Kechuang Biotechnology, the prices of related companies and futures rose sharply.
The news is currently circulating only within the organization and has not yet been announced to the public.
As a result, retail investors are somewhat puzzled by the sudden surge in both volume and price in the lithium extraction sector from salt lakes, as there seems to be no unexpected positive news.
"The A-share market's lithium extraction sector from salt lakes has rebounded by more than 15 percent, with the total market capitalization of the sector increasing from 2.067 trillion yuan to 2.301 trillion yuan, an increase of nearly 240 billion yuan."
"Currently, the market speculates that relevant institutions have obtained the full-year production figures for new energy vehicles in 2022, which significantly exceeded expectations, thus prompting lithium mines to rush to start production."
In 2022, not only did the price of lithium carbonate surge, but the prices of all commodities, including steel, copper, nickel, and crude oil, also rose.
Soaring raw material prices have wiped out most of the profits of new energy vehicle companies.
By the time retail investors learn of positive news, the stock price has already already reacted.
Because Kechuang Bio's lithium battery technology represents an innovation in lithium battery cathode materials, related stocks in the cathode material sector have experienced a sharp decline.
The capital market is a reflection of future possibilities in advance; it speculates on expectations.
The reason why Zhonggai Internet has been declining for the past two years is because expectations have fallen. The high-growth dividend period of the Internet is over, and it is becoming increasingly difficult to acquire traffic and monetize it.
With stricter regulations, the expectation of high growth for internet companies in the future has disappeared, which is why Zhonggai Internet has been declining.
As the holder of the technology, Kechuang Bio has such a high market value that there are almost no retail investors who can trade it.
It has maintained a relatively moderate upward trend.
The first company to receive a sample of the super battery was not CATL or BYD, but the State Intellectual Property Office of China.
Yes, BYD is not only a new energy manufacturer, but also the second largest battery manufacturer in China in terms of market share.
CATL's battery installation market share exceeds 50%, and BYD's market value accounts for more than 20%. These two companies have completely covered the Chinese battery market, leaving the remaining battery manufacturers with less than 30% of the market share.
As a top innovative enterprise in China, Kechuang Biotechnology also provided a copy of the relevant samples to the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and other ministries.
Has the new lithium battery technology from Kechuang Biotechnology been confirmed?
"According to the test report from the Institute of Chemistry of the Chinese Academy of Sciences, the new cathode material developed by Kechuang Biotechnology has a unique structural design for lithium materials at the microscopic level."
Its energy density is three times that of mainstream lithium batteries currently on the market, and its charging speed is twice as fast.
With the support of new battery technology, the penetration rate of new energy vehicles is expected to accelerate further.
"First, what is the cost of this battery technology? Second, if the cost is higher than that of existing lithium battery technology, by how much? We can appropriately use subsidies to encourage innovation by Chinese companies."
In addition, we asked Xiao Zhang to contact the Chinese Academy of Social Sciences to jointly produce a report predicting how the new battery technology will change the new energy industry.
Furthermore, with the support of new battery technology, we need to bring the head of Kechuang Biotechnology to Yanjing so we can have in-depth discussions.
The Chinese government has been encouraging the development of the new energy industry for many years.
Firstly, it aligns with global environmental initiatives; secondly, traditional gasoline-powered car joint venture brands have been trying to catch up with leading automakers for so many years with little hope. It's better to achieve a leapfrog development through new energy vehicles.
Energy security is merely icing on the cake.
People say that new energy sources also need energy and charging. But the problem is that new energy vehicles can be charged using electricity generated from coal, while gasoline vehicles can only use gasoline. China has a shortage of oil, not coal.
"Also, I would like to ask Kechuang Bio if it is willing to increase its capital and expand its shares. The number of shares they have released for circulation is too small. The original shares are only five percent of those held by Jiaotong Bank Investment. Kechuang Bio should appropriately increase the proportion of state-owned assets. We will proceed in accordance with market behavior in this regard."
Social security funds and pension funds have bought a significant amount of the shares released from the IPO of Kechuang Bio.
Stock market investors have a long-standing habit of copying the social security fund's strategies. When the social security fund's holdings for the first quarter of 2022 were released, the largest increase in holdings was in the science and technology innovation sector, leading many stock market investors to complain: "This is a strategy we can't afford to copy."
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