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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.
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.
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.
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.
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
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,
