Ningde Zeng Yuqun: Musk does not understand batteries, the "zero carbon" power grid will be ten times larger than the electric vehicle battery business.
Musk's bet on cylindrical batteries (i.e., 4680) "will fail and will never succeed." "We had a very intense debate. He (Musk) was silent because he did not know how to manufacture the battery. This is about electrochemistry, and he is good at chips, software, hardware, and machinery."
【Data Analysis】Trading volume of honglietf surges, institutions and speculative funds join hands to snap up iflytek co.,ltd.
① Among the top ten etfs with the highest transaction value growth, the invesco great wall csi dividend low volatility 100 etf (515100) saw a nearly fivefold increase in transaction value compared to yesterday, ranking first. ② iflytek co.,ltd. received 0.192 billion from institutions today, with a total buy of 0.388 billion from two major speculative trading positions.
Apple plans to launch wall-mounted smart home devices, which may be released as early as March next year.
①Apple plans to launch a wall-mounted display in March next year, which can control smart home devices, participate in video calls, etc., similar to Amazon's Echo Hub; ②Renowned Apple analyst Ming-Chi Kuo revealed that Apple will debut in the smart home IP camera market for the first time, with production expected in 2026.
The biggest dark horse of the car circle was born this year.
Charge towards the giants.
"Waterproof King" Beijing Oriental Yuhong Waterproof Technology has once again crossed boundaries and taken over a landmark hotel in Chengdu from Sun Hongbin.
The 'waterproof leader' Beijing Oriental Yuhong waterproof technology took over the InterContinental Hotel in Chengdu Paradise Island Center, which was previously unsold for 1 billion yuan.
Trina Solar Co., Ltd.: The 'deceleration strategy' correctness remains to be observed. Energy storage will become a new profit growth point. | Focus on earnings conference
①In the third quarter, the price of photovoltaic modules continued to decline, but the gross margin of the energy storage business improved, and energy storage will become a new profit growth point; it is expected that by the end of the year, silicon wafer capacity will be 55GW, module capacity will be 120GW, N-type battery capacity will be 70GW, and P-type battery capacity remains to be clarified; ②The industry is facing positive changes, and the industry chain profitability will certainly be restored, but in the future, there will be more and more differentiation space on the brand side, channel side, and customer side.