Zhongyuan Securities pointed out that in July, the lithium battery sector as a whole continued to be significantly stronger than the main index performance, mainly due to the continued upward prosperity of the industry, and the low valuations of some high-quality targets in the plate, while industry policies were introduced in close succession. The automobile industry has become an important starting point for promoting the economy. Combined with domestic and foreign industry trends, sub-sector price trends, monthly sales and industry development trends, the overall prosperity of the industry continues to rise. Combined with the previous industry trend, the current industry valuation level and sector individual stock performance growth expectations, it is recommended to continue to pay attention to sector investment opportunities in the short term, while paying close attention to the trend of major indices. In the medium and long term, the development prospects of the new energy vehicle industry at home and abroad are determined, and the plate is worth paying attention to. At the same time, it is expected that the performance and trend of individual stocks will also be divided. It is suggested that we should continue to focus on the leading layout of the subdivision field.