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Ningde Zeng Yuqun: Musk does not understand batteries, the "zero carbon" power grid will be ten times larger than the electric vehicle battery business.
Musk's bet on cylindrical batteries (i.e., 4680) "will fail and will never succeed." "We had a very intense debate. He (Musk) was silent because he did not know how to manufacture the battery. This is about electrochemistry, and he is good at chips, software, hardware, and machinery."
Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation
① 90% of the listed pork enterprises have reduced their costs to the range of 14 yuan per kilogram, including 5 enterprises such as Sunlon, Muyuan Foods, and Wens Foodstuff Group have reduced to the range of 13 yuan per kilogram; ② Many listed pork enterprises have indicated that there is still some room for cost reduction in the fourth quarter and next year; ③ Industry insiders believe that the cost reduction achievements have become the moat for the long-term development of pig enterprises. While helping companies expand profit margins, it also enhances the resilience of the companies against risks.
Sungrow Power Supply: The growth rate of performance continues to slow in the first three quarters. Plans to issue GDR for fundraising to expand production capacity|Interpretations
①The dual leading sungrow power supply in energy storage and power inverter no longer maintains high growth momentum, with revenue growth but profit declining in Q3 this year; ②The company plans to issue GDR to raise 47.8 billion yuan and indicates that the existing production capacity is far from enough to meet the future broad market demand, urgently needing to prepare for production capacity construction.
Delayed hospital purchases, sluggish non-rigid medical demand, and other factors dragged down shenzhen mindray bio-medical electronics' Q3 net income by 9.31% | Financial report watch
Due to factors such as delayed hospital procurement, tight hospital construction funds, and sluggish non-rigid medical demand, in the third quarter, Shenzhen Mindray Bio-Medical Electronics' net income decreased by 9.31% year-on-year, while total revenue increased by 1.43% year-on-year. In the second interim profit distribution in 2024, Shenzhen Mindray Bio-Medical Electronics will distribute 16.50 yuan for every 10 shares.
Nvidia and Zhongji Innolight are entering the game! The high-speed rate optical module shipments are driving the doubling of demand for optical chips. Which domestic manufacturers can get a piece of the pie?
①AI drives the demand for high-speed optical modules, leading to a shortage of optical chips, prompting international major factories to announce price hikes; ②The demand for optical chips is expected to continue rising, with various parties such as Guangdong, Wuxi, and nvidia recently announcing investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by foreign manufacturers, with domestic 100G EML optical chips still not being shipped in large quantities.
Hybrid pure electric range up to 400 kilometers! Contemporary Amperex Technology releases new sodium-ion batteries to enhance performance in low-temperature scenarios.
Contemporary Amperex Technology has launched a new product, Xaoyao super mixed battery, the first pure electric vehicle in the world with a range of over 400 kilometers, and features 4C supercharging; Sodium-ion batteries are once again being applied. CAT incorporates sodium-ion battery technology into the Xaoyao super mixed battery, pioneering the lithium-sodium AB battery system integration technology, allowing the battery to discharge in extreme cold conditions as low as minus forty degrees.