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The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research
Battery inventory reaches a new high for the year.
China EV Battery Installations in Jul: CATL's Share 47.3%, BYD 22.83%
BYD ELECTRONIC: NOTICE OF BOARD MEETING
[Brokerage Focus] CMB International is optimistic about the technology industry and expects the sector to have good allocation opportunities at present.
King's Financial News | CMB International expresses an optimistic attitude towards the technology sector. Recently, the global technology sector has seen a correction, mainly due to concerns about the global economic slowdown, impact of the appreciation of the yen, mixed performance of overseas technology leaders, and the postponement of GB200 new products. On the fundamental side, the consumer terminal is steadily recovering, AI computing power demand continues to increase, some industrial demand has reached its bottom, and demand for autos is weak. Looking ahead, the bank believes that the technology sector currently has good allocation opportunities and continues to be bullish on high-growth AI computing power demand and innovative growth in the end-side AI, recovery of mobile/PC demand, and continuous improvement of industry chain performance.
Global EV Battery Market Share in H1 2024: CATL 37.8%, BYD 15.8%
Electrification In The Maritime Industry, Challenges And Prospects
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