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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.
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 | Honbridge Holdings FY Revenue HKD 71.4 Million
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.
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.
