As a non-renewable scarce resource, lithium ore is becoming the most valuable investment link in the new energy battery industry chain, and many bull stocks such as Ganfeng Lithium and Tianqi Lithium have emerged in this field.

As a non-renewable scarce resource, lithium ore is becoming the most valuable investment link in the new energy battery industry chain, and many bull stocks such as Ganfeng Lithium and Tianqi Lithium have emerged in this field. Therefore, from the perspective of the industry track, lithium ore benefits from the growth of the entire new energy vehicle market, and still has good growth space in the next 5-10 years.

From the perspective of the enterprise moat, of course, who has more lithium resources, who has greater future potential. However, this lithium resource, as well as domestic and foreign points, now countries are beginning to realize the value of lithium resources, and began to dominate and control domestic lithium resources to avoid being controlled by foreign capital. This is not good news for Ganfeng Lithium and Tianqi Lithium, which have certain lithium resources overseas, but it is undoubtedly a huge positive for companies with large lithium resource reserves in China, such as Jiangte Motor. This means that Jiangte Motor, which has more lithium ore resource reserves in China, has widened its moat.

However, there is also some uncertainty about the future of Jiangte Motor. In the short term, there is a potential risk of being investigated, and there is a risk of uncertainty that the probe has not been approved; in the long run, there is a risk that the sales of new energy vehicles will not be as good as expected, resulting in a decline in lithium prices, and there is also a potential management risk of Jiangte Motor's management. Of course, if the risk is controllable and does not affect the stable growth of the future performance of Jiangte Motor, then the future of Jiangte Motor is still worth looking forward to and has greater flexibility. #江特电机 #