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Brokerage morning meeting highlights: It is recommended to pay attention to companies in the humanoid robot industry that have the capability for low stock price bulk supply of components.
In today's Brokerage morning meeting, China Securities Co.,Ltd. suggested focusing on companies in the humanoid robot Industry that have the capacity for low stock price mass supply of components; Tianfeng stated that the wind turbine Sector will undergo a value reassessment; Galaxy Securities believes that the peak season de-stocking turning point in the non-ferrous Industry is emerging, and the spring market is expected to unfold.
China Galaxy Securities: The peak season for the non-ferrous Industry inventory reduction turning point is emerging, and the spring market is expected to unfold.
The impact of the Democratic Republic of the Congo's halt on cobalt exports continues to ferment, with domestic prices for electrolytic cobalt, cobalt tetroxide, and cobalt sulfate rising significantly this week. Under the threat of potential raw material shortages, downstream companies have a strong willingness to rush to purchase, and cobalt prices are expected to have further upward momentum.
Tianqi Lithium Corporation (09696.HK) plans to hold a Board of Directors meeting on March 26 to approve the annual performance.
On March 13, 2023, Gelonghui announced that Tianqi Lithium Corporation (09696.HK) will hold a Board of Directors meeting on March 26, 2025 (Wednesday) to consider and approve the annual performance of the company and its subsidiaries for the year ending December 31, 2024, and its release, consider the distribution of a final dividend (if any), and address Other matters.
TIANQI LITHIUM: NOTICE OF BOARD MEETING
The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
GTJA: Lithium prices continue to show a downward trend, with signs of bottoming out.
GTJA issued a Research Report stating that although lithium prices will continue to be under pressure in Q4 2024, a significant increase in prices is unlikely, but they have already entered the bottom Range.