Can't stop the letter?The new leader of sodium batteries 7 days and 6 boards, big shareholders reduced their holdings in advance!"The first year of mass production" is approaching, and the list of high growth potential stocks is here

Source: Data treasure

The institution is expected to basically shape the sodium battery technology and material system at the end of this year. In 2023, it is the first year of the sodium electrical industrialization, realizing small batches of shipments, and mass production in 2024.

Following the lithium battery and 之后 batteries, the A -share market scratched the sodium battery cyclone.

Sodium battery concept new leader 7 days 6 boards

Big shareholders take the opportunity to reduce their holdings

Tongxing Environmental Protection has a daily limit again today. This is the sixth daily limit of its 7 trading days.

On the evening of September 26, Tongxing Environmental Protection announced that the company received a letter of attention from the Shenzhen Stock Exchange, requiring the background and main considerations of the development and cooperation of energy storage battery materials such as sodium ion batteries with the University of Science and Technology of China. In addition, the Shenzhen Stock Exchange requires Tongxing Environmental Protection to explain whether there is a situation of cooperating with shareholders' holdings. Environmental enterprises cross -border sodium ion batteries attract the fiery attention of the market.

While receiving the attention letter from the Shenzhen Stock Exchange, the announcement of the company's shareholders' reduction also surfaced. The company's shareholder Gao Xinjintong has reduced its holdings of 1.958 million shares on September 23, 2022 and September 26, 2022, accounting for 1.48%. Based on a rough calculation of the average transaction price, the shareholder's holdings were reduced by about 50 million yuan.

Prior to this rise, Tongxing's environmental protection stock price had approached a historical low. The company's main business includes smoke governance engineering services and production of smoke control products, because cross -border entry into the field of sodium ion battery in the border has become popular.

On the evening of September 16, Tongxing Environmental Protection announced that the company recently signed a cooperation agreement with the University of Science and Technology of China to decide to jointly establish the "China University of Science and Technology-Tongxing Environmental Energy Storage Battery Materials and Device Joint Labs", and carry out lithium-ion batteries and sodium ions Battery and other energy storage battery electrode materials related to the research, forward -looking technology and key common technology research, and conduct cooperation of industry -university -research cooperation.

The industrialization of sodium batteries is accelerating, and the "mass production of the first year" is coming

The surge in lithium prices to the development of the industry has made sodium ion battery technology regain market attention, and accelerate the opening of the industrialization process under the benefits of policy favorable blessings.

The fire of sodium battery theme is related to the upcoming "mass production". In 2021, the first -generation sodium ion battery launch conference was successfully held in Ningde Times. In 2022, Zhongke Haina and Chuanyi Technology are expected to produce its sodium ion batteries in 2023.

On September 26, Chuanyi Technology said in an interactive platform to answer investors' questions that the company's sodium ion battery projects have made the installation and commissioning of various production equipment and installations of the company smoothly. According to the official website of Jiangsu Xiangying New Energy Technology Co., Ltd., the company was officially put into production on September 1st, and was supplied in mid -September 1 on September 1.

Soochow Securities believes that it is expected that the sodium battery technology and material system at the end of this year is expected to be basically shaped. In 2023, it is the first year of sodium electricity industrialization. It will realize small batches of shipments. In 2024, it will achieve mass production. The scale is expected to reach 30gWh. Sodium in 2025 Battery global demand exceeds 100GWh.

Institutions predict high growth potential stocks

Securities Times · Data Bao statistics, currently over 40 listed companies have sodium battery -related businesses. As of September 26, the total value of these concept stocks A stock market reached more than 2 trillion. Based on a rough calculation of the average transaction price of the interval, since September, Rongbai Technology, Lizhong Group, Pai Neng Technology, Takuka shares have increased by more than 100 million yuan.

Judging from the performance of the secondary market, as of September 26, the average increase in the concept stocks of sodium battery since September has recorded a positive value, and the Shanghai Stock Exchange Index has been won. Chuanyi Technology, Tongxing Environmental Protection, Victoria Technology, Fengshan Group, Colorful Chemistry, Shandong Zhanggu and other 6 shares have risen by more than 10%. The cumulative increase in Chuanyi Technology has increased by more than 80%, one with the highest increase. The stock hit a record high yesterday.

Which sodium battery concept stocks have the most growth potential? The unanimous prediction data of more than five institutions show that the growth rate of net profit in the next three years is expected to exceed 20%of the stocks. The agency predicts the highest net profit growth rate of Wanshun New Materials, followed by Penghui Energy and Paineng Technology. These 3 net profit growth rates have doubled.

According to the valuation level, as of the close of September 26, 60 % of the concept stocks of sodium battery concepts with high growth potential mentioned above were less than 40 times. The lowest price -earnings ratio is polyfloride, and the company's rolling price -earnings ratio is 12.7 times. In the first half of the year, the company achieved a profit of 1.4030 million yuan, an increase of 355.54%year -on -year. Net profit set the best level in the same period.

Disclaimer: All information content of data treasure does not constitute investment suggestions, the stock market has risks, and investment needs to be cautious.

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