Multi -short and huge amount of hands -Pangang Vanadium Titanium stock price four consecutive boards

Recently, Pangang Vanadium Titanium (000629) has become an important vane of the scarce resource sector. Because of the concept of cymbal battery, the stock has risen for four consecutive days since July 1.

On Wednesday, the stock opened a "word" daily limit. However, only 15 minutes after the opening, affected by the weight of the energy sector, the stock was opened up. At about 10:56, the stock had tried to repay, but due to heavy throwing, the stock price re -entered the shock. In the afternoon, as the market stabilized, the main force of the stock once again increased the stock price. As of the closing, the stock rose 10.08%to close 5.57 yuan/share, renewed 11.03%, and the turnover of the day was as high as 5.15 billion yuan.

From the perspective of the Dragon Tiger List, on July 4, Shen Wanhongyuan Securities Shanghai Jiacheng Road Securities Sales Department, Huatai Securities Wuxi Liangqing Road Securities Sales Department, CITIC Securities Shanghai Jiading Securities Sales Department, Caitong Securities Shaoxing Renmin Middle Road Securities Business Business The Ministry of East Asia Qianhai Securities Shenzhen Branch bought a total of more than 258 million yuan, while the three institutions and the special seats of Shenzhen Stock Connect sold 203 million yuan. On July 6, Caitong Securities Shaoxing Jiefang Avenue Securities Business Department bought 150 million yuan, Shenzhen Stock Connect was specially bought for 116 million yuan, and 194 million yuan was sold at the same time; At the same time, it sold for 900 million yuan.

On the news, the company recently signed a cooperation agreement with Dalian Poporor and others to invest in the construction of the national demonstration project of Dalian liquid battery storage and peak power station. It is expected to be officially put into commercial operation in August this year. It is worth noting that the National Energy Administration solicited opinions on June 29, requiring that the medium and large electrochemical energy storage power stations must not be selected from the ternary lithium battery and sodium sulfur battery.

The main business of Pangang Vanadium titanium includes three major sections of titanium, titanium, and electricity. The company is the largest domestic production company in China. It has the production capacity of 22,000 tons/year (with V2O5). The oxidation two -achid, medium -sized iron, high -tech iron, rigid nitrogen alloy, and aluminum alloy alloy products have become China's largest and complete varieties.

What is the battery? According to Zhejiang Shang Securities, the full name of the vanadium redium redux battery (VRB) is a type of liquid stream battery system. Sulfate electrolytes of ionic ions with different prices. Depending on the active substances in electrochemical reactions, liquid flow batteries can be divided into liquid flow batteries, zinc -based liquid flow batteries, iron chromium liquid battery. Among them, the full -liquid stream battery, with long life, large scale, safe and reliable advantages, is particularly prominent. It has become the first choice technology for scale energy storage. It has broad Application prospects.

低 Battery has low cost characteristics. According to the international renewable energy agency Irena, the total installation cost of liquid flow batteries can decrease by two -thirds by 2030. According to its published data, in 2016, the total installation cost of all -round liquid stream batteries was $ 315/kWh, and it was expected to fall to $ 108/kWh by 2030, and the total cost of all -crickets flowing. $ 360/kWh.

In terms of installed capacity, according to the prediction of the New Energy Research Institute (GGII) of High Industry Research Research (GGII), the installation volume of domestic full -scale liquid flow battery in 2025 is expected to break through 1GW. Guotai Junan also said that according to the required 5,500 tons of 1GW 钒 batteries, it is estimated that the new 钒 battery installed volume was 4GW in 2025, and the number of new batteries brought by 22,500 tons, which is equivalent to the size of the battery market in 2020 4 times.

Minsheng Securities believes that benefiting from explosive growth in the field of energy storage and is more suitable for the application of the battery battery in the field of large -scale energy storage. The penetration rate in the energy storage industry will rise rapidly.

Guotai Junan's latest research report pointed out that in the context of "double carbon", the energy storage industry that matches clean energy will usher in rapid development.安全 Battery will become an important part of electrochemical energy storage under its own security, environmental protection, and long cycle. The 1GW 池 battery is about 10,000 tons with five oxidation. With the increase in the demand of the 钒 battery, the supply of resources may gradually tighten. Pan Gang's vanadium titanium plowing the battery field will fully benefit from the growth of the demand for batteries. In addition, the policy side has further increased the requirements for energy storage security, or it may make liquid flow batteries mainly based on the battery -based battery. It is expected that the EPS from 2022 to 2024 EPS is 0.24, 0.29, and 0.33 yuan, respectively, and the corresponding net profit is 20.42 and 24.792.867 billion yuan.

Reporter Tang Xiaofei

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