TianNeng Holdings: Solid State Batteries have been delivered in small batches to manufacturers in the Drone field, and a lead Rechargeable Battery factory in Vietnam is planned to be established next year | Directly covering the Earnings Conference.

① In the view of Chairman Zhang Tianren, the Southeast Asian region is a market with significant growth potential. The company has established localized offices in seven countries and signed contracts with about 30 overseas Dealers; ② In terms of Solid State Battery, the company is collaborating with downstream manufacturers in the electric bicycle sector to conduct product testing and verification.

cls.cnDec 13 04:33 ET

A year-on-year increase of 32%! Global electric vehicle sales have set historical highs for three consecutive months, with China accounting for 70% of the market.

The performance of the China market is impressive, with sales in November growing by 50% year-on-year to reach 1.27 million vehicles, accounting for about 70% of Global total sales. Overall Auto sales in China for November increased by 16.6% compared to the previous year, marking the highest growth rate since January this year. BYD is expected to exceed the annual Global sales target and surpass Ford and Honda.

wallstreetcnDec 12 22:04 ET

The new Huawei foldable screen phone sold out in seconds after its release, and its market penetration rate is expected to rise rapidly.

① On December 6, Huawei officially launched the foldable screen phone Mate X6 at its global flagship store in Nanshan. After the X6 went on sale at 10:08, it sold out quickly online at the Huawei store, with all models temporarily out of stock. ② Haitong sec believes that foldable screen phones are expected to continue to improve in quality, slimness, price, and other aspects, achieving an increase in penetration rate.

cls.cnDec 8 19:04 ET

Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.

① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.

cls.cnDec 7 03:48 ET

Avita has become more aggressive.

Counterattack.

wallstreetcnDec 3 04:20 ET

Multiple countries are increasing support for the semiconductor industry, and sector performance may gradually improve quarter by quarter.

Recently, multiple countries are increasing their support for the development of the semiconductor industry. On November 29, the German government is preparing to provide billions of euros in new investment to the country's semiconductor industry. On November 27, in order to support the development of the semiconductor industry, the South Korean Ministry of Finance announced plans to introduce 14 trillion Korean won (approximately 72.8 billion yuan) in low-interest loans next year.

cls.cnDec 1 18:53 ET