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Lithium battery giant collapsed with profits plummeting 17 times.
Potion Wealth did not catch it.
GGII: China's energy storage PCS shipment volume in the first half of the year was 24 GW, and it is expected to reach 52 GW for the whole year.
According to research statistics from the GGII Institute of High-Tech Industrialization, the PCS shipment of China's energy storage is expected to reach 24GW in the first half of 2024, with an estimated full-year shipment of 52GW.
Guotou Securities: production and sales volume increased year-on-year, lithium concentrate prices under pressure.
As global lithium mining exploration and production projects are gradually completed and put into operation, the continuous increase in resources has led to stable growth in production and sales of mining companies. However, the continuous decline in sales prices has further boosted sales while dragging down the company's performance.
CITIC Securities: Hang Seng Index will welcome a new round of review results, and Alibaba-SW is expected to be included in the Hong Kong Stock Connect.
CITIC Securities released a research report stating that the Hang Seng Index will undergo a new round of review results on August 16, and the adjustment will take effect on September 9. Hong Kong Stock Connect will also be adjusted accordingly. The bank predicts that there will be 20 symbols included in the Hong Kong Stock Connect, among which the information technology, optional consumer, and energy sectors have higher market value weights. If Alibaba-SW (09988) successfully converts to a dual primary listing by the end of August, it may be included in Hong Kong Stock Connect in this review. The bank also recommends investors to pay attention to timing opportunities between the announcement date of the Hang Seng Index and the effective date of the Hong Kong Stock Connect. In addition, due to some arbitrage funds or before the effective date of the Hong Kong Stock Connect
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.
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.
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