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[Brokerage Focus] Goldman Sachs maintains a "buy" rating on contemporary amperex technology (300750) and is bullish on its plans to build a factory in the usa.
Jinwu Financial News | Goldman Sachs released a research report indicating that the chairman of Contemporary Amperex Technology revealed that the company is considering the possibility of building a factory in the USA. If the Trump administration allows Chinese companies to invest in the USA's electric vehicle supply chain, Contemporary Amperex Technology is expected to increase its market share in the battery sector in the USA. Goldman Sachs believes that this move will help alleviate investors' concerns about geopolitical risks and may enhance the company's valuation multiples. The report mentions that Contemporary Amperex Technology currently has a small market share in the USA, primarily licensing battery technology to auto manufacturers, including Ford and Tesla. Goldman Sachs expects that if Contemporary Amperex Technology can establish a battery plant in the USA, its
Hong Kong stocks fluctuated | Non-ferrous stocks collectively under pressure, jl mag rare-earth (06680) fell nearly 8% in the afternoon as the strong dollar continued to exert pressure on non-ferrous metals.
The colored stocks are collectively under pressure. As of the time of publication, jl mag rare-earth (06680) is down 7.3%, trading at 8.76 Hong Kong dollars; ganfenglithium (01776) is down 7.16%, trading at 24 Hong Kong dollars; lingbao gold (03330) is down 4.92%, trading at 2.9 Hong Kong dollars.
Market Chatter: CATL Looks to Develop Power Grids, Electric Vehicle Platforms
cmoc group limited (603993.SH): The company is conducting exploration work on TFM copper-cobalt ore and KFM copper-cobalt ore.
On November 13, Gleahan reported that cmoc group limited (603993.SH) stated on the interactive platform that the company's TFM copper-cobalt mine and KFM copper-cobalt mine are conducting exploration work, and the ore results are good. Please pay attention to the company's follow-up announcements for specific expansion plans.
Express News | Exclusive-China's Catl Aims to Develop, Manage 'green' Energy Grids for Mines, Cities, Data Centers, Founder and Chairman Zeng Says
Express News | Exclusive-Catl to Launch off-the-Shelf EV Platform in Bid to Reduce Costs for Automakers, Zeng Says
CMOC Group Limited's (HKG:3993) 28% Share Price Surge Not Quite Adding UpNo Data
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