[Data Watch] The four major futures contracts have seen a significant increase in long positions, with algo positions exceeding 0.5 billion selling off grinm advanced materials.
①The main contracts of the four major stock index futures have all increased their long positions by more than 3,000 lots, and the number of long positions is greater than the short positions. ②Stocks related to solid state batteries, grinm advanced materials, were sold by gtja headquarters for 0.505 billion in algo positions, and the stock is also fiercely contested by first-tier private equity funds.
[Data Observation] Institutions have sold off qingdao kutesmart co.,ltd. for two consecutive days, while retail investors and algo are fiercely competing for grinm advanced materials.
① AI asia vets concept stock qingdao kutesmart co.,ltd. experienced a sell-off of 0.106 billion by institutions, with over 90 million sold by institutions yesterday. ② Solid state battery concept stock grinm advanced materials was sold by two top-tier speculative funds totaling over 0.2 billion, while algo seat gtja headquarters brokerage bought 0.261 billion and simultaneously sold 0.19 billion.
The lithium carbonate market is stable with an upward trend, and institutions predict that the inflection point of lithium salt inventory is about to come.
shanghai ganglian e-commerce holdings data shows that on November 1st, the price of lithium carbonate rose by 1000 yuan compared to the previous day, with an average price of 0.074 million yuan/ton. According to the Business Society, the lithium carbonate market has shown a stable and rising trend recently, mainly due to the increased purchasing willingness of downstream customers.
Q3 non-GAAP net profit turned from profit to loss quarter-on-quarter, sinomine resource group's performance "changes color" | interpretations
① Sinomine Resource Group's Q3 non-net income turned from profit to loss; ② Industry insiders analyze that after the bottoming out of lithium carbonate prices in the third quarter, stabilizing rebound is mainly related to the oversupply situation of lithium carbonate in July and August. It is expected that the price of lithium carbonate in the fourth quarter will continue to fluctuate weakly. The current psychological hedge price in the upstream is between 0.078 million-0.08 million yuan/ton. It is expected that the monthly supply of lithium carbonate will turn into surplus in December, and prices will continue to decline.
The competition in flexible circuit boards is intensifying, and guangzhou fangbang electronics reported a loss of 17.6714 million yuan in the third quarter.
①Guangzhou Fangbang Electronics stated that the decline in performance was due to increased market competition in the smart phone and Flexible Printed Circuit (FPC) industry during the reporting period, the industry chain showing a trend of cost reduction, which had a certain impact on the company's sales volume, selling price, and product structure of the screen protective film; ②Haitong Int'l believes that with the leading AI company nvidia releasing GB200, the future market space for high-speed copper cables for servers will grow rapidly.
Huawei's new asia vets smartwatch is about to be released, poised to become a new outlet for AI landing.
①According to the official news from Huawei Terminal, the new extraordinary exploration smartwatch from Huawei will be released at the Huawei Full-Scene New Product Launch Event on October 22. ②Shanxi Securities believes that the launch of the new TruSense system by Huawei indicates that leading domestic consumer electronics manufacturers are bullish on the future of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI implementation.
FaqnDeath99 : Very nice and thorough, thank you