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Huaxi Securities: Commercialization of "Luobo Kuai Pao" breaks through, Apple Intelligence welcomes its explosive first year.
Apple's stock price hit a historical high on July 8th, with a market cap approaching $3.5 trillion, overtaking Microsoft to become the largest market cap stock in the US. From April to now, Apple's stock price has surged more than 30%, while the S&P 500 index has only risen about 5% during the same period. The driving force behind this growth is mainly due to the market's confidence in Apple's global strategy, Apple Intelligence.
Sodium-electric and semi-solid, half flame and half seawater | Jianzhi Research
Thanks to the new energy autos achieving a record high in delivery, the production, sales and installation volume of power batteries also hit a new high in June this year in all dimensions.
Revolutionary changes in lithium mining? IBAT has achieved commercialization of new lithium extraction technology for the first time.
The metal that is crucial for energy transition—lithium, has had a major breakthrough in mining technology. With the direct lithium extraction (DLE) technique, lithium production capacity is expected to double compared to current levels.
90,000, the last defense line of lithium prices? | Jianzhi Research
Has this round of liquidation just begun?
China International Capital Corporation: Multi-dimensional marginal improvement drives energy storage capacity increase, and global energy storage demand is expected to maintain high growth.
From a short-term perspective, the improvement of the US economy promotes the marginal improvement of the large storage market, and tariff policies may bring a rush of orders. From a medium-term perspective, developments such as the US market's energy transformation, extreme weather, and AI will drive the upward demand for energy storage, and the safety of storage batteries will also receive more attention. Although Chinese enterprises face challenges, there are still good development opportunities.
HK stocks soar, tianneng power(00819) up more than 4%, further promoting the standardized management of lithium-ion battery industry.
Tianneng Power (00819) rose more than 4%, and as of press time, it rose 3.84%, to HKD 5.68, with a turnover of HKD 20.0585 million.
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