stakecrashgame| Two A-share 100 billion real estate companies will delist, and major shareholder executives are still increasing their holdings! Big news comes from the United States, is lithium battery materials very popular?

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Big news from overseas, how will the lithium material industry follow up?

Today, the main indexes of the A-share market are mixed, while the Shanghai Composite Index is up 0.Stakecrashgame.22%, up 3150 points in intraday trading, the highest level since the rebound. From the perspective of each plate, the national defense industry, basic chemical industry, real estate and other sectors all rose by more than 1%.StakecrashgameHousehold appliances, communications, public utilities and other sectors fell against the market.

ST plate continued to fall by the daily limit, * ST Ba'an (rights protection), * ST Yinjiang (rights protection) and other stocks 20cm fell by the limit, while dozens of St stocks such as ST Dumas, ST Hangao (rights protection) and * ST Tiancheng (rights protection) all fell by the limit. Stocks that have been locked in delisting continue to suffer heavy losses. * ST Meishang (rights protection) fell by nearly 12%. St Insurance fell by more than 19%, and the two real estate companies * ST Shimao and ST continued to fall by the limit.

Two A-share 100 billion real estate enterprises will be delisted

* ST Shimao and ST Zhongnan are both hundreds of billions of real estate enterprises. Financial report data show that as of the end of last year, * ST Shimao total assets of 122.6 billion yuan, ST Zhongnan total assets of 226.907 billion yuan.

ST Zhongnan announced that as of May 6, the company's stock closing price has been lower than 1 yuan per share for 18 consecutive trading days, and is expected to be lower than 1 yuan per share for 20 consecutive trading days.

* ST Shimao announced on May 5 that the company's shares closed at RMB 0.64 per share on April 29th, which has been lower than RMB 1 per share for 12 consecutive trading days. Even if the trading limit continues for the next 8 trading days (excluding the all-day suspension of the company's shares), it will hit the trading delisting target because the share price is less than 1 yuan for 20 consecutive trading days.

It is worth mentioning that the two proposed delisting stocks have still been increased by major shareholders and senior executives. * ST Shimao recently announced that from May 31, 2023 to April 18, 2024, Fengying International and its concerted actor Shanghai Bora increased their holdings in the company by 150046801 shares, accounting for 4% of the company's total share capital, with an increase of 166.0083 million yuan. The implementation amount of the increase plan has reached the lower limit of 100 million yuan, which has not yet been completed and will continue to be implemented.

ST Zhongnan recently announced that as of May 6, relevant personnel had accumulated 2375200 shares of the company, accounting for 0.062% of the company's total shares, with a total increase of about 2.28 million yuan. The main investors include senior executives such as Shi Jinhua, Zhao Guixiang, Zhu Tingfeng, Chen Jinxing, Xia Zuobo and Liang Jie.

Big news from the United States

On Friday, the US Treasury and the IRS issued the final rules of the inflation reduction Act (IRA) on clean energy vehicles, adding a definition of "untraceable battery material" and setting a buffer period for it, and further clarifying the limits of FEOC.

Huatai Securities believes that this update actually relaxes the restrictions on the origin of battery materials in disguise, and is expected to be good for China's lithium power supply chain as a whole. In addition, after considering the relaxation of material origin restrictions, the number of new energy vehicle models in the market that meet IRA tax credit subsidies is expected to increase, and the policy-driven demand for new energy vehicles in the United States may increase significantly, accelerating the increase in permeability.

From the perspective of the industry chain, the bottom of the performance of lithium materials may have emerged. From the beginning of 2023 to the end of the first quarter of 2024, the decline of lithium main materials is generally more than 40%. The price of upstream lithium carbonate fell from 515000 yuan / ton to 110000 yuan / ton, a drop of nearly 80 percent. In the middle reaches of materials, lithium iron phosphate, electrolyte and ternary cathode decreased greatly. With the change of the price of upstream materials, the price of the battery has dropped from 1 yuan / Wh at the beginning of 2023 to 0.4 yuan / Wh at the end of the first quarter of 2024. China Post Securities believes that the lithium material link is expected to come out of the dark moment.

Whether the lithium electric materials will be extremely successful.

The battery chemicals sector has fallen year after year, down nearly 36% in 2022, nearly 35% in 2023, and nearly 10% so far this year. Some of the leading stocks fell more obviously, Enjie's share price was adjusted back from 300 yuan to the latest less than 44 yuan (after the restoration of power), and the share price of Tianzhi material fell from 84 yuan to the latest 22.19 yuan (after restoration).

The sub-area of lithium materials may have begun a profit-increasing cycle. According to the unanimous forecast of the organization, the net profit of China Science and Technology, Xinde New Materials, Yishitong and German Nano is expected to more than double this year, and the net profits of Greenmei, Putailai, Xiamen Tungsten Xinneng, Rongbai Technology and Tiannai Technology are all expected to grow by more than 30% this year.