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.
The four associations suggest cautious procurement of usa chips, while domestic chips welcome a catalytic opportunity.
On the evening of December 3rd, the China Internet Association, China Semiconductor Industry Association, China Auto Industry Association, and China Communication Enterprises Association successively released statements, recommending caution in purchasing usa chips. East Sea Securities stated that the current domestic production rate of automotive chips in china is only about 10%, indicating significant growth potential.
[Data Analysis] Siasun Robot&Automation ETF trading volume continues to surge, as speculative capital and algo work together to grab shares of Gosuncn Technology Group.
① The siasun robot&automation ETF (562500) trading volume increased by 49% compared to last Friday, and the ETF's trading volume has significantly increased for two consecutive trading days. ② asia vets concept stock gosuncn technology group received buy orders totaling nearly 0.3 billion from four top-tier institutional investors and buy orders exceeding 70 million from one algo trading seat.
Looking to provide benefits for employees? eve energy co.,ltd. is leasing 2,000 electric vehicles from related parties | Quick announcement.
① Eve Energy Co., Ltd. intends to lease no more than 2,000 electric vehicles from Jinlong New Energy, with a total trade amount not exceeding 0.1728 billion yuan. Based on the maximum amount, this order accounts for nearly 40 times Jinlong New Energy's revenue last year. ② Jinlong New Energy is 100% owned by the controlling shareholder of Eve Energy Co., Ltd.
ST Zhizhi was fined for three years of financial fraud. Did the auditing firm Zhitong give a "standard unqualified opinion"? | Quick read announcement.
①Over the years, there has been financial fraud, and special treat Zhizhi has been fined a huge amount, while multiple responsible persons have been banned from the market; ②During the fraud of the company, the annual audit accounting firm has been issuing standard unqualified audit opinions continuously, while the audit fees are also at a relatively high level.
Is the lithium battery industry chain about to bottom out? Insiders predict that prices are expected to rebound next year, with industry leaders emphasizing global layout | Exclusive coverage of the High Work Lithium Battery Annual Conference.
① At the 2024 High-tech Lithium Battery Annual Conference held yesterday, Zhang Xiaofei, chairman of High-tech Lithium Battery, predicted that the first quarter of next year will be the lowest price point, and in the second quarter of next year, the prices of battery raw materials will begin to rise; ② The future industry will face a more severe competitive landscape and capacity thresholds, and the solution offered by leading enterprises is to expand overseas.