Farah Electronics and Shengxin Lithium Energy fell by the limit, while ETF (159806), a new energy vehicle, fell more than 2%.

Farah Electronics, Shengxin Lithium Energy fell by the limit, Tianqi Lithium Industry, Shi Da Shenghua, Guoxuan Hi-Tech, Zhongwei shares and other stocks fell; new energy vehicle ETF (159806) fell more than 2%, with a turnover of more than 56 million yuan. CSC FINANCIAL CO.,LTD believes that lithium supply and demand is expected to be tight in 2022, and lithium resources have become the bottleneck of positive production capacity release. Considering the continuation of the shortage of lithium resources in the first half of 2022, the release of ternary positive capacity is limited, the supply is tight, the operation is stable in the second half of the year, and the production capacity is tight throughout the year. The shortage of lithium resources will also affect the supply of lithium iron phosphate cathode materials, the status of lithium resources as strategic resources is further determined, positive electrodes, batteries and car factories are all involved in related investment, and leading companies are looking forward to the layout of resources, which is expected to ensure the security of the supply chain in the future.