Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.

At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.

cls.cnMar 3 19:24 ET

In March, the shipping volume of power Batteries is expected to grow significantly, Goldman Sachs: Battery sales are "strongly correlated" with stock prices.

Goldman Sachs found that since 2024, the shipment volume of Batteries has shown a high correlation with the stock performance of companies like Contemporary Amperex Technology and Hunan Yupower. According to ICCSino's data, the shipment volume of China's power battery Industry in March is expected to exceed market expectations, with a month-on-month growth of 15%. Goldman Sachs believes that this strong monthly growth expectation further solidifies their determination of the cyclical recovery in the Industry.

wallstreetcnMar 3 03:44 ET

Guosen: Lithium resource capacity is beginning to clear, and lithium prices are expected to gradually reach a bottom reversal.

Global lithium resource supply is beginning to signal a capacity release, and lithium prices are expected to bottom out and reverse by 2025.

Zhitong FinanceMar 3 03:12 ET

China Securities Co.,Ltd.: The demand for lithium batteries and performance catalysts are approaching, focus on symbols with performance certainty.

The electric vehicle Industry has strong momentum every year when the peak season arrives.

Zhitong FinanceMar 2 18:58 ET

Express News | JPMorgan Chase & Co's Long Position in H Shares of Ganfeng Lithium Decreases to 8.49% on Feb 21 From 9.10% - HKEX

ReutersFeb 27 04:49 ET

Research Reports Gold Mining | HAITONG INT'L: GANFENGLITHIUM expected to incur a loss of over 1.4 billion yuan in 2024, while the Mariana project brings new opportunities.

HAITONG INT'L Research Reports indicate that GANFENGLITHIUM (01772.HK) is expected to report a net loss attributable to Shareholders of 1.4-2.1 billion yuan for 2024, compared to a net income of 4.95 billion yuan in the same period last year. The company has a Global resource layout, with Lithium resources spread across Argentina, Australia, Ireland, and various locations in China. In 2024, the first phase of the Goulamina spodumene project in Mali, Africa, is set to be successfully put into production, the Mariana salt lake project in Salta, Argentina, is entering the trial production stage, and the Cauchari-Olaroz salt lake project in Jujuy Province is showing significant scalability results. As the company's own resources gradually increase,

Gelonghui FinanceFeb 26 02:26 ET

The continuous decline in lithium-nickel prices has led to a deterioration in Earnings Reports of Australian mining companies, and signs of an Industry consolidation wave are beginning to emerge.

① Three Lithium miners in Australia have reported their largest half-year losses in over six years and will not distribute dividends; ② Lithium prices have cumulatively fallen by over 80% since 2022, and nickel prices have dropped by half since the beginning of 2023. Miners are entering an era of capital discipline, and future acquisitions may trigger a wave of Industry consolidation.

cls.cnFeb 24 08:28 ET

Ganfeng Lithium to Fully Buy Solar Equipment-Making Subsidiary for 200 Million Yuan

MT NewswiresFeb 24 00:35 ET

Hong Kong stock announcement for treasure hunting | STANCHART (02888) released its full-year performance for 2024, with revenue increasing by 14% year-on-year to 19.7 billion USD, setting a historical high.

Great Wall Motor (02333) plans to acquire the remaining 80% stake in Wuxi Xindong to enhance industry synergy and overall competitiveness……

Zhitong FinanceFeb 23 07:02 ET

GANFENGLITHIUM (002460.SZ) plans to directly Hold 71.352% equity in Shenzhen Yichu to enhance Operation management capabilities.

GANFENGLITHIUM (002460.SZ) announced that the company plans to sell to its holding subsidiary Jiangxi GANFENGLITHIUM at a price of 0.2 billion yuan...

Zhitong FinanceFeb 21 06:46 ET

Statistics of the open positions in Hong Kong stocks | February 21

Zhitong Hong Kong Stock Short Position Held | February 21

Zhitong FinanceFeb 21 05:30 ET

[Brokerage Focus] CITIC SEC: The industrialization of Solid State Battery is accelerating, significantly increasing the demand for lithium.

Jingwu Financial News | CITIC SEC indicates that leading battery and auto manufacturers are laying out plans for Solid State Batteries, and the industrialization of Solid State Batteries is on the horizon. High-performance Solid State Batteries bring more application scenarios, and downstream demand may have greater imaginative potential, such as in electric vertical takeoff and landing aircraft (eVTOL), humanoid robots, VR terminals, and high-performance Consumer Electronics, which have high requirements for battery performance and are expected to be equipped with Solid State Batteries, bringing a new growth curve to the Lithium Battery Industry. The firm estimates that by 2030, global Solid State Battery shipments will reach 642.6 GWh, with a CAGR of 133% from 2024 to 2030. The firm noted that Solid State...

Jinwu Financial NewsFeb 18 19:49 ET

When will Solid State Batteries take off? Materials, Cells, and vehicle companies are all "rushing" to break through to batteries under 500Wh/kg before 2030 | Industry Observation

① Academician Ouyang Minggao predicts that in the future three stages of technological development, the focus before 2030 will be on breakthroughs in batteries below 500Wh/kg; high-nickel ternary and silicon anodes will be mainstream materials. ② From the perspective of industrial development, materials, Cells, automakers, and academia are joining forces to collaboratively tackle the challenges of mass production of Solid State Batteries, promoting the early realization of large-scale commercial applications of Solid State Batteries.

cls.cnFeb 18 07:29 ET

Hong Kong stocks are moving differently | Lithium stocks have warmed up in the morning, and the popularization of smart driving is Bullish for the long-term electric vehicle market. Institutions say lithium prices will overall maintain a bottoming pattern

Lithium stocks warmed up in early trading; as of this report, GANFENGLITHIUM (01772) rose by 5.1%, priced at 22.65 HKD; Tianqi Lithium Corporation (09696) rose by 4.02%, priced at 25.9 HKD.

Zhitong FinanceFeb 17 21:43 ET

Future Battery Minerals Enhances Gold and Lithium Prospects

TipRanksFeb 17 21:17 ET

China EV Battery Installations in Jan: CATL Share at 47.08%, BYD 22.90%

CnEVPostFeb 17 04:40 ET

Eight departments: accelerate the iteration and upgrading of mature technologies such as Lithium Battery and support disruptive technological innovation.

① The plan requires accelerating the iteration and upgrade of mature technologies such as Lithium Battery, promoting engineering and application technology breakthroughs for Supercapacitors, Sodium Battery, and developing long-duration energy storage technologies such as compressed air. ② Moderate and ahead-of-time layout of hydrogen storage and other ultra-long-duration energy storage technologies, supporting basic research for next-generation battery and Asia Vets technologies.

cls.cnFeb 17 02:49 ET

Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.

According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.

cls.cnFeb 13 22:37 ET

Hong Kong stock early report | The central bank stated that it will adjust and optimize the policy intensity and pace at an appropriate time. Apple is reportedly continuing its cooperation with Baidu to develop AI features for the iPhone.

① Apple continues to collaborate with Baidu to develop AI features for the iPhone to mitigate risks. ② Xiaopeng Autos states that new products will deeply cooperate with Huawei. ③ Institutions predict that rents for Grade A offices in Hong Kong may fall by 10% this year. ④ The first retail tokenized Fund in the Asia-Pacific has been approved and is expected to be listed by the end of February.

cls.cnFeb 13 18:41 ET

Express News | Ganfeng Lithium Says First Phase of Mariana Lithium Salt Lake Project Put Into Operation

ReutersFeb 13 06:58 ET