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Citic Securities: The circle of swapping batteries is gradually expanding, and the industry may usher in new development opportunities.
Citic sec released a research report stating that compared to charging, battery swapping is a more efficient refueling method, while also having multiple advantages such as high safety and user-friendliness.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.
The lithium battery sector has sounded the clarion call for a market counterattack, with technology stocks such as siasun robot&automation poised for takeoff.
Track the entire lifecycle of the main sector.
The three major Hong Kong stock indexes continued to show a volatile trend, with the lithium battery and golden industrial concept sectors performing prominently.
① Why have international gold prices strengthened? ② What news has stimulated the strength of consumer electronics stocks? ③ Has the short sell ratio in the Hong Kong stock market shown a decline?
Price fluctuations do not hinder supply clearance, the lithium battery sector welcomes layout opportunities.
Production cuts, maintenance, and spot price increases could not suppress market expectations despite the block orders' aggressive selling. After erasing a week's gains over two trading days, the market rebounded significantly. On November 19th, the lithium sector surged, with ganfenglithium and tianqi lithium corporation both reaching their upper limits on A-shares, while Hong Kong stocks rose by over 10%, with funds pouring in aggressively.
Hongbridge Group (08137) surged more than 20% at the close of trading, propelled by internal synergy integration promoted by Geely. Significant changes have recently occurred at the company's senior management level.
Honbridge Group (08137) rose over 20% in the last trading session, as of the time of writing, it is up 18.37% to HKD 0.58, with a transaction volume of 4.5362 million HKD.
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