Gotion High-Tech's solid state battery concept continues to rise, with Hunan Lead Power Technology Group, Mengguli 20cm hitting the daily limit, Zhejiang Narada Power Source, Zhongyi Technology, Liwang Stock rising by more than 10%, Goldlok Holdings(Guangdong), Xiangtan Electrochemical Scientific, Shenzhen Prolto Supply Chain Management, Lucky Film, Tianjin Binhai Energy & Development, Shandong Sacred Sun Power Sources and more than ten other stocks limit up. In terms of main funds, according to Wind data, Mengguli has received main funds adding over 0.7 billion yuan, Gotion High-Tech, Contemporary Amperex Technology, Zhejiang Narada Power Source respectively received 0.562 billion yuan, 0.53 billion yuan, 0.396 billion yuan added. On the news front, domestic major players have recently been active in the sulfide route, with Huawei recently releasing the latest sulfide solid-state battery patent; Contemporary Amperex Technology has expanded its all solid-state battery R&D team to over 1000 people, currently focusing on the sulfide route, and according to information from November 7, it has entered the 20Ah sample trial production stage. Haitong Securities stated that from the market perspective, driven by Grinm Advanced Materials and Guangxi Yuegui Guangye Holdings, the solid-state battery concept has become one of the most sustainable themes recently, especially being able to demonstrate strong resilience even when the index is undergoing adjustment. Before significant negative feedback appears in the core targets, there may still be repeated active opportunities in the short term, focusing on opportunities for arbitrage trading in individual stocks during intraday fluctuations. China Merchants believes that solid-state batteries, as a revolutionary technology, are seen by many car manufacturers and energy companies as the core of future changes in related industry chains; companies that first achieve breakthroughs in solid-state battery field are bound to change the current market development pattern and become new giants that can lead the future development of the new energy auto industry.
固态电池概念热度居高不下,国内大厂动作频频,后市涨势能否延续?
The concept of solid state batteries remains popular, with frequent actions from major domestic manufacturers. Can the upward trend continue in the future?
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