Surge in Lithium Battery Prices: What's the Outlook?

The market index is now hovering around 2700 again.

Fortunately, today's protective actions by lithium battery companies and the ChiNext board have given people a sense of hope, as if they have seen a glimmer of light.

Although the stock market has brought us too many troubles, we still need to keep track.

Investing is not only a way of life but also an attitude.

Giving up is easy, but persistence is the most difficult!

In the evening, let's focus on two topics: First, there are rumors that the subsidiary of CATL responsible for producing lithium mica mines is going to suspend production.

What do you think about this?

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Second, let's discuss the overall trend and future direction.

The core reason for the surge in lithium batteries is first reported by foreign media, and then it continues to ferment domestically.

It is said that the subsidiary of CATL responsible for lithium mica mine production plans to suspend production, and the capacity is quite large.

At that time, all kinds of news were flying everywhere.

Some people say it's true news, while others say it's false news.

In my opinion, because everyone is speculating on expectations, the market's expectations have changed a lot.

In the past, people expected that the de-capacity of lithium batteries might take some time, but now it seems that due to the decline in lithium carbonate, it has broken everyone's cost price.

Various expectations of suspension of production, as well as actual suspension of production, are already on the way.

Therefore, the big direction of lithium batteries should continue to play music and be happy on Thursday, but there is some divergence in the market.

This kind of divergence is more conducive to speculation and more conducive to ordinary investors to buy and sell.

Without divergence, there will be no better buying point.

At the same time, lithium batteries drive the rise of the ChiNext board, driving the recovery of popularity, can they drive the big board?

It's hard to say.

At present, although lithium batteries are active, high dividend stocks have fallen sharply.

CATL is only worth 800 billion, while those high dividend stocks are worth tens of billions or even hundreds of billions, so it is estimated that the main board is still relatively weak.

Regarding the overall trend, it is only after breaking 2,700 that there is an opportunity.

If it doesn't break, it is difficult to say that there is a big opportunity!

If it breaks 2,700, I suggest that everyone go to the bottom.

Why?

Every time the whole position is broken, there is a positive line, whether it is forced by the Wang Wang team or taken the initiative, but this phenomenon exists.

Therefore, 2,700 is not broken and not established, and it is broken and there is an opportunity.

What about the direction?

Because there are so many high dividends, he will definitely choose a new direction to break through the market.

What does the market choose?

Let's follow what!

Don't guess actively.

Some people say I can't make it in time.

When it's too late for me to change, you can choose a broad base, such as the SSE 300, CSI 1,000, you can choose this kind of broad base to replace it first, and then cut in when the direction comes out.

In short, there are various uncertainties in the long term.

However, in the short term, the lithium battery sector is actually an opportunity in the divergence, and the big board breaks 2700 and has a greater opportunity.

If it doesn't break, there is no opportunity!

The hot spot and new direction will be selected after the collapse of the high dividend bubble, and the market chooses what we do.

This is the so-called follow-up.