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Founder Securities: Prices of non-ferrous industry and industrial metals are weakening, and gold prices are reaching new highs.
Domestic demand for industrial metals has entered the off-season, coupled with increasing expectations of a U.S. economic downturn. Industrial metal prices may remain weak, and attention can be paid to downstream demand changes in the off-season. In addition, the expectation of interest rate cuts is gradually fermenting, coupled with the weakening of the U.S. credit system, and the short-term gold price may maintain a high-level shock trend.
Tianfeng Securities is bullish on the recovery of passive component demand and the increase in AI demand.
In the second quarter of 2024, the mobile phone market showed signs of recovery, with a year-on-year increase of 6.5% in shipments. Honor and ByteDance deepened their cooperation on the large-scale model of AI, empowering the development of the mobile phone market with AI.
Dongya Securities: gives a "buy" rating to BYD Electronic (00285), with a target price of HKD 42.4.
Byd Electronic's forecasted profit CAGR from 2023 to 2025 is 27.6%, and the accelerated growth of profits will help maintain its higher valuation.
Lithium battery stocks under pressure, BYD Electronic (00285) fell 3.7%. Cui Dongshu expects that the demand for electric vehicle batteries will grow slower than the total vehicle growth.
Jingu Finance News | Lithium battery stocks under pressure, BYD Electronic (00285) fell 3.7%, Tianqi Lithium Corporation (09696) fell 3.01%, Ganfeng Lithium (01772) fell 2.33%, and Zhongchuangxinhang (03931) fell 2.44%. Cui Dongshu, secretary general of the China Passenger Car Association, wrote that lithium battery installations in June 2024 reached 43 GWh, an increase of 30% YoY. The installation of ternary batteries was 11 GWh, accounting for 26%, which is lower than the same period last year. The installation of lithium iron phosphate batteries was 32 GWh, accounting for 74%, and the growth rate of ternary batteries has slowed down. The total lithium battery installations from January to June was 203 G, a YoY growth of 3.
Cui Dongshu: In June, 43 GWh of lithium batteries were installed, with phosphate iron lithium batteries accounting for 74%, and the growth of ternary batteries slowing down.
In June, the shipment volume of lithium batteries was 43 GWh, a 30% YoY increase; the shipment volume of lithium iron phosphate batteries was 32 GWh, accounting for 74%, and the growth of ternary batteries slowed down. From January to June, the shipment volume of lithium batteries was 203 G, with a YoY increase of 34%.
Hong Kong stocks fluctuate: the performance of Apple suppliers is weak, and Sunny Optical Technology Group (02382) fell by 3%. Guo Mingchi predicts that there will be no significant change in iPhone 16 orders.
Apple suppliers have performed poorly. As of press time, Sunny Optical (02382) fell 3.12%, reporting HKD 48.1; Tongda Group (00698) fell 2.35%, reporting HKD 0.083.
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