The adjustment of the lithium mine sector because of "stock review" or market trend?

On July 10, Xu Xiang's wife Ying Ying released the Weekly Market Comment on the WeChat public platform, saying that "Tianqi Lithium Industry Davis Double -click has reached its peak, and the price has been overestimated." On July 11, the "Lithium Mine" sector was adjusted, and the 35 listed companies in the Salt Lake Lithium concept sector fell to varying degrees. Among them, the "lithium king" Tianqi lithium industry once touched the daily limit, and finally closed at 134.45 yuan/share, with a decline of 9.16% Essence In addition, nine of Shengxin Lithium, Ganfeng Lithium, and Made in Kodak have fallen by more than 5%.

In response to this, Tianqi Lithium responded to the reporter of the Securities Daily: "According to the public response of Ying Ying herself on the evening of July 10, she did not have a stock account and did not buy or sell stocks. Stocks. At the same time, we also remind investors to treat market comments rationally and pay attention to investment risks. The company's current operation is normal. "

"Lithium belongs to a small metal, and any type of resource -based products are cyclical. After the formation of any resource cycle, there is often a period of acceleration. At present, the acceleration of the lithium industry is due to the imbalance of supply and demand. If it is high, this situation can only be resolved only when the demand is slowed or the technical end is improved. "Xuan Jiyou, director of Qianmen Asset Investment Research, said in an interview with reporters," I think the improvement of the efficiency of lithium salt lithium in the future, battery technology The increase in energy density and the decline in the demand for lithium resources will be the time when the Davis double -click 'top is really coming. But from the perspective of the industry, it has not yet appeared. "

Davis double -clicking was early?

Tianqi Lithium Industry reported that the company has steadily developed into the world's leading lithium -battery new energy core materials supplier integrating upstream lithium resource reserves, development and midstream lithium chemical products. The company takes the Green Bush Lithium Mine in Western Australia as the resource base, and the Sichuan Yajiangcura Lithium Mine is reserved as a resource, and through some of the equity of SQM and Shigatse Zabe, it has achieved the layout of high -quality salt lake resources at home and abroad.

As of July 11, 2022, the total market value of Tianqi Lithium was approaching 200 billion yuan, known as the A -share "Lithium King".

对于国内盐湖提锂行业的发展态势，宣继游向记者介绍，目前，国内的盐湖提锂主要以高原盐湖提锂为主，现在形成了两条线：第一是国内自主，主要涉及西藏、 Lithium Lake Lakes in the Qinghai Plateau area. Second, large domestic enterprises including Ganfeng Lithium and Tianqi Lithium Industry have achieved overseas expansion through investment, which is conducive to promoting the balance of lithium resources in the world.

Qi Haizheng, president of Beijing Tyyunda Sunshine New Energy Technology Co., Ltd., said: "In recent years, my country's salt lake lithium lifting technology has improved rapidly, enterprise research and development has also made breakthroughs. It has a certain cost advantage. I have also seen the scarcity of lithium resources, and even starting from the strategy of seizing resources. As the downstream lithium battery manufacturers' demand for lithium resources increases, mines and locks have become the most living security operations. As lithium lithium. The rise in the prices of products such as lithium salt and high -level consolidation, and the technical progress and cost characteristics of lithium lithium lithium lifting will gradually be reflected. "

"At present, the domestic salt lake lithium -lifting is not enough to solve the current demand for lithium resources such as new energy vehicles such as new energy vehicles. The industry is in a state of imbalanced supply and demand. The overall lithium of salt lake is still worthy of optimism. Lithium technology and industries are worthy of attention. The real outbreak of the industry has not arrived yet. "Xuan Jiyou believed.

Yingying's "Published on the Stock Review" attracted controversy

Yingying was the wife of "Private Equity Brother", the former "Private Equity Brother" of Shanghai Zexi Investment Management Co., Ltd. On July 4 this year, Yingying first released the "weekly market review" on her personal public account, with a number of clicks exceeding 70,000. On July 10, Yingying released the "weekly market review" in the public account twice. As of the press release, the number of clicks has exceeded 88,000.

Tianyancha APP shows that Yingying has a total of 4 companies, including Beijing Dinghui Weixin Entrepreneurship Investment Center (Limited Partnership), Shanghai Zexi Investment Management Co., Ltd., Shanghai Zexi Equity Investment Management Co., Ltd. Essence Among them, Shanghai Zexi Investment Management Co., Ltd. and Shanghai Zexi Equity Investment Management Co., Ltd. are the legal representative.

It is worth mentioning that the Xu Xiang family holds A shares Ningbo Zhongbai listed companies. Among them, Ningbo Zhongbai's "Ningbo Zhongbaizhong's First Interim Sharers Conference Meeting Information" released on May 21 this year shows that with the negotiation with the company's shareholders, the board of directors of the board of directors is reviewed, the board of directors nominated Ms. Ying Ying and others as the company's tenth as the company's tenth Candidate candidate for the board of directors.

However, three days later, on May 24th, Ningbo Zhongbai issued an announcement saying that due to the need to adjust the content of some proposals, the company decided to cancel the first temporary shareholder of 2022, which was scheduled to be held on May 25, 2022, 2022, 2022, 2022, 2022. General Assembly. To this day (July 11), Ningbo Zhongbai has not yet issued a progress announcement on the adjustment of the board of directors.

In response to this, the reporter of the Securities Daily called Ningbo's public phone call. Ningbo Zhongbai Commission Secretary Office told reporters that because some directors may be adjusted, the shareholders' meeting was extended.

Regarding the comments on the market and Tianqi Lithium publicly released by Yingying, Ningbo Zhongbai Commission Secretary Office told reporters: "Yingying is not yet a company director, and the views they published are personal behavior." It also said that listed companies will restrict the public remarks of board members. In addition, some market participants asked: "Tianqi Lithium Hong Kong stocks will be listed on July 13th. At the current more subtle point, Yingying is eligible to comment as a non -securities investment consulting class. She is more at present? Will the sensitive time point make a misleading of listed companies and investors? "

"In terms of information dissemination, the law stipulates that the directors of listed companies cannot disclose the inside information of the company without authorization. The company's directors have no special requirements for other companies or reviews of the stock market. , Can't disrupt the securities market. As an ordinary public, citizens have the right to express their own views on the stock market. This is a category of personal freedom of speech. But this kind of speech can not make people mistakenly think that I am a professional who holds licensed licenses. Artificially fabricated false information. "Lawyer Yang Zhaoquan, director of the Beijing Wino Law Firm, said in an interview with the Securities Daily reporter.

Our reporter Zhang Min Shu Yajiang

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