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Energy storage battery company Shuangdeng Group switches to Hong Kong IPO. The gross margin of its main products in the past three years is only about 20%.
①Energy storage battery manufacturer Shuangdeng Group has launched an IPO in Hong Kong. What are the highlights of the company's business? ②Institutions expect rapid growth in domestic energy storage installation capacity in the future. How large is the industry scale?
china international capital corporation: global energy storage bid winning capacity increased month-on-month, industrial control companies accelerate deployment of humanoid robots
At present, the industrial control company continues to accelerate the layout of the humanoid robot industry from the perspective of core components, and the products continue to iterate and upgrade. china international capital corporation continues to be bullish on the future development of the industrial control company in the field of humanoid robots.
Soochow Securities: Domestic local electric vehicle sales impressive, industry chain Q3 demand improvement.
Domestic electric vehicle sales in July met expectations, with an expected annual growth rate of around 25%. Sales growth in Europe, America, and other regions continues to be weak.
Excess consensus strengthens! Hong Kong stock lithium battery sector accelerates weakness, institutions say "Golden September and Silver October" difficult to meet expectations.
① The Hong Kong listed lithium battery sector is weakening. What bearish factors are continuing to ferment? ② Tianqi Lithium Corporation's H shares hit a historic low. How do institutions view the future market outlook?
Northeast Securities: Overseas lithium mine inventory significantly reduced in 2Q24, selling price rebounded compared to the previous quarter.
As of the end of 2Q24, australia's lithium concentrate cumulative inventory is approximately 0.249 million tons (~ 0.031 million tons LCE), a decrease of 0.236 million tons (~ 0.03 million tons LCE) compared to the previous period, a decrease of 48.7%.
Popular high stocks collectively fell, pay attention to the direction of the theme that first receives capital inflows for repair.
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