Semi-solid-state battery electric vehicles are coming, and the organization unanimously predicts that this concept stock will make a substantial loss in net profit next year.

Is the loading tide of semi-solid batteries coming?

Towards the end of the year, the market sentiment was cautious, and the Shanghai Composite Index returned below 3,1 points. On the whole, the recent focus is mainly on antipyretics and cold medicines, consumption recovery, data assets and other thematic sectors. Today, the market basically maintained this style in early trading, with the consumer sector among the top gainers, and hotels and restaurants rose by over 6%.

in terms of individual stocks, three new shares went public today, and two of them rose more than 1%; Among them, N Yuanjie listed in science and technology innovation board rose by nearly 2%. It is worth mentioning that the delisting "high-risk stocks" *ST Zeda rose by more than 14%, and once rose by nearly 45% in less than three days.

The "high-risk stocks" delisted from the market soared by 45% in three days

Yesterday, *ST Zeda, which had a daily limit of 2cm, opened lower and went higher this morning, and rose by over 18% at one time, reaching the highest level in 5.2 yuan. On December 19th, the stock dropped to a minimum of 3.59 yuan. In other words, in less than three trading days, the stock once soared nearly 45%. In terms of transaction, *ST Zeda traded 34.2 million yuan yesterday, with a turnover rate of nearly 2%; The turnover this morning was 51.37 million yuan, with a turnover rate of nearly 26%.

according to the trading information released by the Shanghai and Shenzhen stock exchanges on December 2th, *ST Zedyne became the top five securities stocks with a daily increase of 15%. The top two sales departments are Ping An Securities Member Headquarters and china galaxy Securities Rugao Jiankang Road Sales Department, with the purchase amount exceeding 1 million yuan; The top two sales departments were Bank of China International Securities Hohhot Xinhua East Street Sales Department and the second sales department of Lhasa East Ring Road Securities, both of which sold more than 1 million yuan.

on the whole, as one of the stocks with the lowest market value in Shanghai and Shenzhen stock markets, this kind of stock is hard to be favored by mainstream big funds such as institutions. Coincidentally, another science and technology innovation board delisting "high-risk stock" *ST amethyst is also rising continuously.

Semi-solid battery electric vehicles are coming

Recently, Lantu Automobile, a subsidiary of Dongfeng Group, released a new energy vehicle "Zhuiguang". It is worth noting that, in terms of battery safety, Lantu Zhuguang adopts a self-developed "mica" battery system, and the 82kWh battery pack is the first semi-solid battery in the industry. In the industry's first 8-series ternary lithium soft-packed battery core acupuncture test, no smoke, no liquid leakage, no fire and no explosion are realized. It is reported that this is the first electric vehicle with semi-solid battery in the industry.

Semi-solid batteries are made by coating solid electrolyte on the surface of electrodes or separators, but the batteries still rely on liquid electrolyte for lithium ion exchange. As a subdivision of power battery, semi-solid battery has the advantages of higher safety and higher energy density compared with the current mainstream liquid batteries such as lithium ternary battery and Ferrous lithium phosphate battery, which effectively solves the problems of "endurance anxiety" and "safety anxiety" of new energy vehicles.

The net profit of this concept stock is expected to turn a big loss next year

Semi-solid batteries are the transition route of all-solid batteries, and there will be a wave of loading semi-solid batteries in more than 1 years before they are officially commercialized.

According to the statistics of Securities Times and DataBao, there are more than 2 companies related to semi-solid batteries in the A-share market. Some companies have publicly responded to semi-solid batteries on the interactive platform.

guoxuan hi-tech said in response to investors' questions and answers on the interactive platform of Shenzhen Stock Exchange that the semi-solid battery developed by the company will be loaded this year.

ganfeng lithium said on the interactive platform that it is expected that the planned production capacity of 2GWh first-generation solid-state batteries (semi-solid) will be gradually released this year.

to a certain extent, semi-solid battery concept stocks are mostly derived from the layout of lithium battery concept stocks on this technical route. For example, Contemporary Amperex Technology Co., Limited and Guoxuan Hi-Tech, which make batteries, etc. BYD and Great Wall Motor, which build cars; Enjie shares, star source materials, etc. Most of these stocks are strong in the industrial chain of new energy vehicles, and they have also received great attention from institutions.

judging from the organization's forecast of the growth rate of net profit next year, Funeng Technology's net profit next year is expected to turn losses substantially, approaching 1.5 billion yuan, and the organization of this stock unanimously predicts that the net profit will be a loss of 23.83 million yuan this year. In terms of other stocks, Guoxuan Hi-Tech, BYD, Zhongyuan New Materials and other stock institutions unanimously predicted that the net profit growth rate will exceed 5% next year.