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Sinolink: In Q3, the public offering increased positions in non-financial and real estate sectors the most, significantly reducing positions in cyclical sectors.
In the third quarter of 24, the total size of public offering funds has increased significantly, with "passive equity" continuing to be more preferred by investors than "active equity".
China Galaxy Securities: Marginal improvement in wind power in October, actively seizing allocation opportunities.
The global demand for electrical utilities continues to grow due to economic recovery and the rapid development of AI, overlaid with the integration of new energy sources and the demand for electrical grid upgrades, electrical equipment companies going overseas are expected to fully benefit.
Black Mass Recycling Market Forecast Report to 2032, With Profiles of Contemporary Amperex Technology Co., Cirba Solutions, Glencore, Recyclico Battery Materials and Umicore
Cngr Advanced Material (300919.SZ): Sodium battery precursor is suitable for the latest lithium-sodium AB battery introduced by Contemporary Amperex Technology.
Gelonghui October 31st | CNGR Advanced Material (300919.SZ) stated in investor relations that CNGR has established a long-term stable partnership with Contemporary Amperex Technology. The company's sodium battery precursor is suitable for the latest lithium-sodium AB battery introduced by Contemporary Amperex Technology, addressing issues such as low-temperature endurance.
Everbright Securities Lithium Battery Industry 2025 Investment Strategy: Grasping the inflection point from the perspectives of cycle and growth.
The key to the future profitability gap of battery companies lies in the sustainability and incremental space of demand (determining the level of capacity utilization, the higher the level, the smaller the gap), the degree of product differentiation (determining the price difference), solid state batteries, high-voltage fast charging, and other new technologies.
Research reports Prospecting | Open Source Securities: Contemporary Amperex Technology's "Xiaoyao" super Hybrid battery released, maintaining a "buy" rating
Open Source Securities research reports point out that Contemporary Amperex Technology (300750.SZ) has released the "Xiaoyao" super hybrid battery, further improving its product lineup. After the market closed on October 24th, Contemporary Amperex Technology released the world's first pure electric battery with a range of over 400 kilometers and 4C super fast charging capability. On one hand, this will allow car owners to completely bid farewell to the frequent charging troubles caused by the short range of traditional hybrid models, achieving "one charge, one week of commuting"; on the other hand, Xiaoyao's super fast charging performance of "charging for 10 minutes, supplementing energy for over 280 kilometers" addresses the range anxiety of hybrid vehicle owners. The company's Shenxing and Qilin new product customers.
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