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Excess consensus strengthens! Hong Kong stock lithium battery sector accelerates weakness, institutions say "Golden September and Silver October" difficult to meet expectations.
① The Hong Kong listed lithium battery sector is weakening. What bearish factors are continuing to ferment? ② Tianqi Lithium Corporation's H shares hit a historic low. How do institutions view the future market outlook?
Northeast Securities: Overseas lithium mine inventory significantly reduced in 2Q24, selling price rebounded compared to the previous quarter.
As of the end of 2Q24, australia's lithium concentrate cumulative inventory is approximately 0.249 million tons (~ 0.031 million tons LCE), a decrease of 0.236 million tons (~ 0.03 million tons LCE) compared to the previous period, a decrease of 48.7%.
Brokerage Morning Meeting Highlights: The industrialization of solid state batteries is starting, and China's lithium batteries will lead the world.
At today's brokerage morning meeting, HTSC believes that globalization and intelligence have opened up opportunities for bottom fishing in the auto parts industry; China Securities Co., Ltd. pointed out that the commercial aerospace and aviation sectors are growing rapidly and bullish on the structural recovery of the military industry; CITIC Securities stated that the industrialization of solid-state batteries has begun, and China's lithium batteries will lead the world.
Hong Kong stock concept tracking | Solid state battery breakthrough, upstream industry chain lithium carbonate prices rebound (with concept stocks)
solid state batteries are attracting industry attention due to their high energy density and safety.
Bearish pressure continues to push the Hang Seng Index down for two consecutive days. The market has turned cold and the technology sector is showing weakness. | Hong Kong stock market barometer.
① The Hang Seng Index continued to fall for the second consecutive time under the pressure of short selling. Why does the market continue to be weak? ② The tech stocks are weak, what risks need to be noticed?
Brokerage Focus: Guotai Junan International maintains moderate growth expectations for smart phone shipments this year, and expects the trend to continue until 2025.
Jingu Caixun | Pu Yin International said that the global smart phone shipment momentum in 2Q24 is still strong, and the forecast for the year-on-year growth of shipment volume by 4%-5% is basically unchanged. According to the latest data released by IDC, the global smart phone shipments in 2Q24 were 0.29 billion, which is a seasonal chain decline of 3% and a year-on-year growth of 9%. The year-on-year growth rate has been maintained at a high unit number or above for three consecutive quarters. Except for the shipment volume in India, which is lower than the bank's forecast, the shipment in other regions is higher than the bank's previous forecast. The bank pointed out that China's smart phone shipments reached 71.75 million units in the second quarter of this year, a 4% increase compared to the previous quarter, and a year-on-year growth of
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104255742 : All gone![face_with_head_bandage 🤕](https://static.moomoo.com/nnq/emoji/static/image/img-apple-64/1f915.png)