The Q4 quarter was greatly affected by the epidemic, and it is expected that Meituan may have a quarterly loss again
During Q4 of 22, due to the impact of the epidemic, it is expected that Meituan's core local commercial business will be greatly impacted.
1) The takeaway business, as the company's drainage business, was greatly affected by the epidemic control in October and November 2022, and many merchants closed dow...

The price of lithium carbonate continued to fall this week, and the lithium market was not well sold. During the week, the domestic production of lithium carbonate increased, and the supply of salt lake manufacturers continued to be tight due to low temperature weather. The downstream demand has not improved obviously, and the transaction is sporadic, and it is still mainly wait-and-see, which is difficult to drive the market price to rise. Lithium carbonate prices are expected to maintain a dow...

Tesla’s sales of China-made cars in January were 66,000, a year-on-year increase of 10.3%, compared with 59,800 in January last year. Considering that there were actually only three weeks of working days in January this year, the statistical caliber of the data was inaccurate. With some deviations, this score is okay. It seems that Tesla's price reduction still has a good effect on the delivery. It is expected that the sale...

Since the third quarter of 2022, the "ethylene-naphtha" price difference has been lower than 200 US dollars / ton for three consecutive quarters, at the bottom of history. The bottom of this round of petrochemical boom lasts for a long time and the price difference is low. We expect that with the gradual recovery of downstream demand, the industry's prosperity is expected to pick up. It is recommended to pa...

It just so happened that Ganfeng Lithium released a financial report notice two days ago. Let’s talk about how to go down the lithium mine. Just looking at this financial report, it is quite satisfactory. There is no thunder and it does not exceed expectations. To 22 billion yuan, +244.27% to 320.78% year-on-year. The overall price fluctuation of lithium salt last year was indeed not small. In addition, the price of lithium ...

Solid-state batteries use solid electrolytes to replace the electrolyte and diaphragm of traditional lithium-ion batteries. Compared with traditional lithium-ion batteries, they have greatly improved in terms of safety, low-temperature reliability and energy density.
In terms of safety: Inorganic solid electrolytes reduce safety risks such as battery leakage and short circuit.
In terms of low temperature re...

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Europe: Low penetration rate and high growth potential, energy storage has reached a new level. Under the European energy crisis, the high economic efficiency of European household solar storage has been recognized by the market, and the demand for solar sto...

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On December 30, 2022, the first tax credit model catalog of the "Inflation Reduction Act" (IRA Act) was announced, and models from Audi, Tesla and many other brands were listed. The IRA Act came into effect on January 1, 2023, and the bill is valid until 2032. According to the IRA Act, if requirements including retai...

This round of Tesla’s price drop has been relatively large. We talked to industry experts about the market reaction and outlook since the price cut. Tesla’s price adjustment this time is very sincere (the domestically produced tsl basically has a profit margin of more than 3,000 US dollars), which will stimulate Tesla’s sales in the short term. In the medium term, we still need to wait and see the continuity ...

The inflection point of photovoltaic volume growth has already appeared, and the increase in module production in January exceeded expectations. According to channel research, this week, some first-tier module companies have increased their January production schedule by 5-10% compared with the plan at the end of last month, exceeding market expectations. We believe that it may reflect the expected ...