Is the New energy Fund market undergoing a "change of weather"? There is a high consensus among industry, academia, and research: range-extended vehicles are the future mainstream.

① Academician Yang Yusheng of the Chinese Academy of Engineering pointed out that range-extender vehicles are not a transition, but the future global Block Orders, whose green, safe, and long-range characteristics will support Carbon Neutrality. ② Liu Liguo, Senior Vice President of Ideal Autos, suggested that hybrid vehicles with an all-electric range of over 150 kilometers should be included in the New energy Fund green license plate system, achieving equal status for range-extender models with pure electric vehicles in urban areas.

cls.cn01:29 ET

Zhejiang Narada Power Source's Executive President Gao Xiubing: The Datacenter Business has a full Order volume, and the mass production cost of Solid State Battery is expected to be lower than 1 yuan/Wh | Financial Special Interview

① This year, the growth of the company's Datacenter Business is a new highlight, with domestic Orders currently full and capacity utilization exceeding 90%; ② Gao Xiubing stated that in two to three years, the company's Solid State Battery will be usable in low-altitude aircraft; ③ With the accelerated layout of computing power center construction, the Datacenter battery products are experiencing explosive growth, with simultaneous growth in both domestic and overseas markets.

cls.cn21:22 ET

Products can be indirectly applied to the Metal surface of industrial robots. Robot Concept stocks hit the limit up. This week, Institutions conducted intensive research on related listed companies.

① Anhui Shenjian New Materials released a research summary on Thursday indicating that the downstream of the company's polyester Resin products is the powder coating industry, and powder coatings can be applied to the Metal surfaces of industrial Siasun Robot&Automation. In the secondary market, Anhui Shenjian New Materials reached a daily limit on Thursday. ② A summary of the industries that institutions focused on this week (attached table), the list of listed companies (attached stocks), and the latest research in the Siasun Robot&Automation industry.

cls.cnMar 30 11:14 ET

Shanghai Electric Group: The 2024 annual report shows a surge in Orders but a decline in profits, and the risk of accounts receivable remains a concern.

Shanghai Electric Group 2024 Annual Report: A surge in orders cannot hide the decline in profits, and the risk of accounts receivable remains a concern. Key points summarizing financial performance: In 2024, total operating income reached 116.186 billion yuan, a slight increase of 1.2% year-on-year; Net income attributable to shareholders was 0.752 billion yuan, down 6.3% from the restated profit of 0.803 billion yuan in 2023; Basic EPS was 0.048 yuan, lower than the restated 0.052 yuan from the previous year. Gross margin was 18.6%, showing slight improvement. The Board of Directors recommends not to distribute a final dividend for the fiscal year 2024. Progress in core business: Revenue from Energy equipment.

wallstreetcnMar 28 08:58 ET

Founding member of Tianqi Lithium Corporation, Jiang Weiping: 2024 will be a challenging year | Directly reporting from the Earnings Conference.

① Tianqi Lithium Corporation held a performance briefing this afternoon. Founder Jiang Weiping stated that 2024 will be a very challenging year and a year to train the management team; ② The Chief Financial Officer stated that the main factors affecting the performance in 2024, such as the impairment provisions for Phase II Assets and inventory impairment provisions, as well as mismatched prices for aluminum concentrate, have been eliminated this year, and the company's performance will improve in Q1 of this year.

cls.cnMar 27 09:58 ET

Global Autos trade is facing a dark moment as Trump announces the imposition of the highest 25% tariffs on imported Autos.

① The President of the USA, Trump, announced that a maximum tariff of 25% will be imposed on all cars not manufactured in the USA; ② The tariffs will take effect on April 2 and will start to be collected the next day; ③ Most Auto Manufacturers' stock prices fell in after-hours trading, with Ford Motor down over 4% and General Motors down over 5%; ④ Canada and the EU have both responded.

cls.cnMar 26 18:42 ET