After nearly 9 months, Saudi Aramco and rongsheng petro chemical have finalized some details of their new round of cooperation | Speed reading announcement.
1. Both parties have reached a consensus on the expansion of the Jubail Refinery and Petrochemical Company; 2. Starting from the date of cooperation announcement, it took nearly 9 months to finalize the details; 3. The overall investment scale, investment method, and other core details are still subject to negotiation; 4. Saudi Arabia continues to increase its investments in China to promote its own energy transformation.
Lithium carbonate "long-lost surge"! Contemporary Amperex Technology plans to adjust the production arrangement of lithium carbonate in Yichun. Industry analysis believes that "production suspension is mainly due to cost."
1. Regarding the rumored suspension of lithium production in Jiangxi, Contemporary Amperex Technology expressed to the Cailian Press journalists that based on the recent situation in the lithium carbonate market, the company plans to adjust the production arrangement of Yichun lithium carbonate. 2. An informed source informed the Cailian Press journalists that Contemporary Amperex Technology has not yet taken any measures to stop, and further communication and coordination are needed before a decision is made. 3. Industry insiders analyze that the main reason for the suspension at this time is cost-related.
With a scale exceeding 5 billion yuan, contemporary amperex technology's new fund has landed in Xiamen.
Recently, Contemporary Amperex Technology has launched a new fund in Xiamen with a scale of over 5 billion yuan. LPs include local state-owned asset funds in Xiamen, as well as Zhejiang Tongxiang City, Ningde City in Fujian Province, and Luoyang City's state-owned asset funds. Contemporary Amperex Technology is also constructing the phase one of an electrochemical energy storage system project in Xiamen, aiming to create a top-notch platform for energy storage system research and development testing, as well as technological innovation verification.
POET Technologies And Chengdu Insiga Semiconductor Technologies Announced That They Will Develop And Demonstrate Laser Driver And Optical Engine Combinations For 800g And 1.6t Optical Modules
[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.
①State-owned enterprise reform concept stock baoding tianwei baobian electric received institutional buy-in of over 60 million yesterday, and also received institutional buy-in of over 60 million yesterday. ②The lithium battery sector surged. Multiple stocks received buy-in from institutions and retail investors, with tianqi lithium corporation receiving 0.106 billion buy-in from citic sec's Xian Zhuque Avenue business department.
The price of lithium carbonate futures has surged, with a single-day increase of nearly 0.03 million contracts. The rumor of production suspension at Contemporary Amperex Technology has been confirmed. Will there be a bottoming out and rebound?
① Market experts have stated that if there is a significant reduction in the output of lithium carbonate in the coming months, the destocking level in September and October may exceed expectations; ② As the consumer market enters the peak season of "Golden September and Silver October", the fundamentals have improved recently and a turning point in inventory has already emerged.
August electric vehicle sales: BYD sold nearly 0.38 million units, sokon industry group stock surged nine-fold year-on-year.
①After surpassing a 50% market penetration rate in July, the market penetration rate of new energy vehicles further increased in August, achieving a steady and robust development with a "step-by-step" approach. ②In August, BYD not only broke its own monthly sales record, but also achieved the highest year-on-year growth rate of the year. ③Chery Automobile and Chongqing Sokon Industry Group Stock achieved year-on-year retail sales growth of 251.5% and 912.3% in August respectively.
Tsubota Lab has signed an exclusive implementation license agreement with shenyang xingqi pharmaceutical.
On the 5th, Tobita Lab <4890> announced that they have signed a patent license agreement with China's ophthalmology drug manufacturer Shenyang Xingqi Pharmaceutical (hereinafter referred to as Xingqi) to grant exclusive rights to certain patents in specific regions.
UBS Group: Contemporary Amperex Technology suspends lithium production in Jiangxi, China's lithium prices hit bottom.
UBS estimates that the suspension of Contemporary Amperex Technology's lithium business in Jiangxi will lead to an 8% decrease in China's monthly production of lithium carbonate. The lithium price is expected to rise by 11%-23% within the year and will be supported at $8600/ton.
The stock price of Bear Electric Appliance fell due to declining performance, and it has decided not to lower the conversion price of convertible bonds for debt-for-equity swaps. | Quick read announcement
Bear Electric Appliance revealed today in an announcement, announcing no downward revision of the conversion price of "Bear Convertible Bonds". Affected by the overall consumer environment, the fundamentals of Bear Electric Appliance have weakened.
In August, the penetration rate of new energy exceeded 50% again, with byd company limited and chongqing sokon industry group stock leading the way. China Association of Automobile Manufacturers: Adjusting the annual sales volume expectations upwards.
①The China Passenger Car Association released data showing that the narrow definition of passenger vehicle retail sales in August was 1.905 million units, a year-on-year decrease of 1.0%. ②Looking ahead for the whole year, the China Passenger Car Association will provide specific numbers for the expected increase in the electric vehicles market after comprehensive assessment.
chongqing zhifei biological products' 23-valent pneumonia vaccine joins the "price reduction group" just one year after its launch.
① Chongqing Zhifei Biological Products 23-valent pneumococcal polysaccharide vaccine has lowered its online price by nearly 30% in provinces such as Jiangsu and Jilin; ② Currently, China's pneumococcal vaccine market is showing a competitive situation of "wrestling" between overseas MNCs and domestic companies, and more and more companies are expanding their presence in this field; ③ Industry experts believe that in order to occupy the market, companies can only choose to actively reduce prices.
Norway leads the global countries by a wide margin! In August, the market share of electric vehicles reached as high as 94%.
①The statistics released on Monday showed that electric car sales in Norway accounted for 94% of the local market share in August, setting a new world record; ②Meanwhile, electric car sales in other European countries remained stagnant.
Direct hit Chengdu Auto Show | The three major tracks of hybrid gasoline and diesel are flying together, and traditional automakers are not letting BYD have a "unique beauty"
①From the perspective of products, whether it is pure electric or plug-in hybrid, the acceleration of the introduction of new energy vehicles is a common feature of auto companies at the Chengdu Auto Show; ②Although various signs indicate that electric vehicles will become the main force in the domestic auto market sales, rbob gasoline cars have not yet exited the stage.
Avita fired a shot at the ideal.
Urgently anticipating a 'bestseller'.
Automobile companies' semi-annual reports: BYD's revenue growth is over 1200 times that of Zotye, Chongqing Sokon's revenue growth is nearly 500%, and Xiaopeng is the most loss-making.
①Ten car companies achieved double growth in revenue and net income, accounting for half of the total. ②Among the 20 car companies, BYD outperformed the others, ranking first in both revenue and net income, with revenue 1,209 times that of Zotye Automobile. ③The declining performance of joint venture brands has also dragged down the performance of old car companies such as SAIC Motor Corporation and Guangzhou Automobile Group.
The batch issuance of the quadrivalent HPV vaccine has dramatically decreased, and chongqing zhifei biological products' revenue and net profit have both declined. Interpretation of the financial report.
Due to the decrease in sales volume of H1's main products, Chongqing Zhifei Biological Products reported a decrease in revenue and net income in its semi-annual report. The volume of Merck's quadrivalent HPV vaccine, which the company represents, decreased by more than 90% compared to the previous year. With the accelerated development of domestically-produced nine-valent HPV vaccines, the company's pressure will further increase.
Yunnan Copper's net income in the first half of the year increased slightly, while Southwest Copper's production reduced by more than 0.2 million tons of copper. | Interpretations of the financial report
① Due to the combined impact of rising prices of nonferrous metals such as copper and the relocation of Yunnan Copper, the net income of Yunnan Copper in the first half of the year increased slightly; ② In the first half of the year, the relocation of Yunnan Copper resulted in a loss of over 0.2 million tons of copper for the company.
Suzhou Maxwell Technologies' revenue increased by nearly 70% in the first half of the year, but there is now a "hidden concern" as the inventory book value exceeds 10 billion yuan. | Interpretation of financial statements
① The leading company in heterojunction devices saw both revenue and net income increase in the first half of the year, but the inventory's book value reached 10.983 billion yuan, accounting for 45.14% of the total assets for the period; ② With a high inventory scale, it is a common situation among many photovoltaic equipment manufacturers, and the risk of inventory backlog or price decline may have adverse effects on the company's operations and performance.
Intense market competition combined with inventory reduction, Shenzhen Kangtai Biological Products' performance in the first half of the year has significantly declined | Interpretation of financial reports
①Affected by market competition and factors such as inventory reduction, the total revenue and net income attributable to the mother of shenzhen kangtai biological products declined in H1. ②The sales revenue of the business sector with the largest revenue contribution of the company decreased by more than 30% year-on-year. ③The accounts receivable of shenzhen kangtai biological products continued to climb, with a substantial decrease in cash flow.