The mid year report is expected to kick off, with 70% of individual stocks in one sector reporting good news

Entering June, the biggest highlight is the performance report, especially when the market is volatile. In fact, when the market is in turmoil, it is often a sign of a lack of money. When there is a lack of money, the story is not very convincing, and performance becomes the biggest measure, so performance reports naturally receive more attention.

According to the data previously collected by Lao Gai, in theAthigh53Among the listed lithium battery companies, there are already33Home has released a mid-term performance forecast. Among them, companies that are expected to turn losses around, continue to generate profits, slightly increase, and increase in advance are expected to succeed24Home, accounting for a large proportion72.7%. The lithium battery industry has indeed performed well.

The performance of the lithium battery industry has been driven by downstream factors, as sales of new energy vehicles continue to rise. A license plate in a big city can drive buyers crazy, so the sales momentum of new energy vehicles has always been good, which has driven the demand for lithium batteries.

The assembly demand for power batteries has further driven the demand for lithium battery materials, so although performance is driven from bottom to top, stock price performance is likely to be top-down because upstream profits are more easily controlled by manufacturers themselves.

Therefore, with so many individual stocks in the lithium battery industry reporting good news, Lao Gai believes that companies providing raw materials are the most likely to have the most opportunity in terms of profit and performance sustainability. I have published the entire distribution of the lithium battery industry on the official account, and you can see it yourself if you are interested.
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