Lithium-ion unit "flare up" risks ignoring risk heavily layout

In addition to actively participate in the Agricultural Bank, Everbright Bank and other large stock IPOs, insurance funds recently put "firepower" on the lithium battery this star plate, yesterday on the first day of the IPO is surging Sichuan Tian Qi lithium Industry (002466. SZ), also gathered in the shadow of risk.　　However, the experts believe that, with the lithium unit led by the new energy stocks rose, the risk is also accumulating, investors should be treated differently. The concept of lithium battery has become one of the most popular in this year, with the support of new energy vehicles and other policies.　　According to statistics, since the IPO restart, there are 7 companies involved in lithium battery industry have landed a a-share, the initial total amount of fund-raising amounted to 6.26 billion yuan. At the beginning of this month, Jiangxi Gan Feng Lithium Industry (002460.SZ), its network issued 5 million shares, insurance institutions accounted for more than 10%, a total of 1.3707 million shares were allocated.　　Among them, China's Tai Bao and Taikang life each received 341600 shares, Huatai insurance using 9 accounts, with 292,100 shares, in addition, Sunshine Life, Zhongyi Life and other small and medium-sized insurance companies also get the amount of unequal share. Yesterday, the official landing of the shares of the Tian Qi Lithium Industry (002466.SZ), the insurance agencies are also enthusiastic about this, won 20% of the net placing share, a total of 913,300 shares, of which, China's Tai Bao and Huatai Insurance continued to invest in Gan-Feng lithium industry enthusiasm, respectively, with 205800 shares and 196,200 shares, the Chinese people are also in the tin Qi lithium industry favored by Canada, A total of 6 accounts were allocated for 176,400 shares. In addition, Sunshine Insurance, Dubon insurance and other companies have been involved in Gan Feng Lithium industry "dozen new" small and medium insurers, also in the Tin Qi Li network under the placing list.　　However, the country Shou ping two giants, the absence of the two new shares under the network placement. For why the concept of lithium battery unit, the head of the investment department, an insurer involved in the two concept unit of lithium batteries, said that from a macro perspective, the state investment industry would be the focus of the next 5-10 years, lithium battery is the most suitable for the new application of the development trend of energy storage technology, belongs to the Chaoyang industry,　　With the support of national policies and the extension of lithium battery applications from consumer electronics to electric vehicles, it will have a better growth. In the second quarter, an average of 30% when financial property shares fluctuated, the concept of lithium batteries in the two quarter of the performance of the astonishing, nearly 90% stocks rose, and the average rose nearly 30%, while the market rose only around 10.2%.　　For this month's newly listed two lithium battery concept unit, Sadie consultant New Energy battery consultant Wu Hui pointed out that the lithium carbonate listed companies, Tianhe lithium industry and Gan Feng Lithium industry has the advantage of the first. and Agricultural Bank and other large-market shares struggling in the "break" line to form a sharp contrast, is a group of lithium battery concept stocks, such as the astonishing first-day growth performance. The first day of the first day of the first day of the new Asia process, Li-Feng, the first day of the IPO, surged 186%.　　Tin Qi, the first day of the IPO also rose 176.83%, closed at 83.05 yuan to complete the August IPO boom last wave. Tian Qi Lithium Industry highShare price performance, so that the participation in the "new" insurance companies are happy.　　However, the investment in charge of the insurance companies said that because the network under the placing of three-month lock-up period, in the future, the trend of lithium industry is able to continue this market, is still difficult to judge. From the current point of view, lithium battery plate this year's increase of 33.15%, amplitude 72.49%, turnover rate of up to 1778.36%. The concept of lithium shares average P/E has reached 179.86 times times, higher than the new energy plate 34.67 times times the average, far more than the A-share market level. In particular, the lithium industry, the issuance of multiples of 90.4 times times, creating a recent 4-month new shares issued a new high. Its first-hand turnover rate is as high as 345.24%, creating the first-hand turnover rate of new shares in nearly two months. In this respect, an insurance asset management company in charge said that lithium battery as the representative of the new concept of energy has recently been hyped, the need for rational treatment, lithium battery concept of short-term gains in the stock price is too large, there is no small price overvaluation risk. Some industry analysts pointed out that the domestic lithium battery companies to increase to more than 300, there is excess capacity risk, the real investment value of the enterprise is not much, the need to calm treatment of "lithium electrothermal."