The Shenzhen Stock Exchange is China's growth-focused exchange and home to battery metals, EV manufacturers and solar energy — the new commodity cycle. Lithium, cobalt and silicon photovoltaic cycles play out here.
| # | Stock | Signal | Cycle return | Duration | Period |
|---|---|---|---|---|---|
| 1 | Ganfeng Lithium002460.SZ | Lithium Price | 30 mnd | 2020-03 → 2022-09 | |
| 2 | Tianqi Lithium002466.SZ | Lithium Price | 28 mnd | 2020-03 → 2022-07 | |
| 3 | LONGi Green Energy601012.SZ | Solar / WFE | 36 mnd | 2019-01 → 2022-01 | |
| 4 | BYD002594.SZ | LME Copper / EV | 36 mnd | 2020-03 → 2023-03 | |
| 5 | Contemporary Amperex (CATL)300750.SZ | Lithium / WFE | 24 mnd | 2020-03 → 2022-03 | |
| 6 | CITIC Pacific Special Steel000708.SZ | Steel HRC / BDI | 22 mnd | 2015-12 → 2017-10 |
| # | Company | Signal | Return |
|---|---|---|---|
| 1 | Tianqi Lithium002466.SZ | Lithium Carbonate | |
| 2 | LONGi Green Energy601012.SZ | Polysilicon + Solar | |
| 3 | BYD002594.SZ | China EV Sales | |
| 4 | CATL300750.SZ | Global EV + Lithium | |
| 5 | CITIC Special Steel 002362 Jiangxi Copper SZ000708.SZ | Global PMI |