Target Price raised by 33%! JPMorgan is bullish on Contemporary Amperex Technology: technological innovation and global market expansion drive growth.

JPMorgan believes that due to the accelerated growth in sales, potential increases in unit economic efficiency, and its position as a CSI Leading Technology Index, the core competitive advantages of Contemporary Amperex Technology are promising. The target price has been significantly raised from 300 yuan to 400 yuan, indicating a potential increase of 53.9% compared to Tuesday's closing price.

wallstreetcnJan 22 23:02 ET

Electrolyte is trapped in a low stock price competition dilemma, with Rui Tai New Materials expecting a decline in net profit for two consecutive years | Interpretations

① Rui Tai New Material's projected Net income for 2024 is expected to decrease by about 80%, and the company will experience a decline in Net income for two consecutive years; ② The continuous release of production capacity for Battery materials has led to intensified competition in the Industry, with a noticeable decrease in product prices last year; ③ Due to substantial losses from the affiliated listed company Tonze New Energy Technology, the company expects to recognize investment losses of 0.075 billion yuan to -0.09 billion yuan.

cls.cnJan 21 09:33 ET

Peking University has made breakthroughs in Solid State Battery materials technology, which is expected to bring new development opportunities to the Industry.

According to reports, journalists learned from Peking University that the team led by Pang Quanquan at the School of Materials Science and Engineering has developed a new type of Glass phase sulfide solid electrolyte material, and used this material to create an all-solid-state lithium-sulfur battery with excellent fast-charging performance and ultra-long cycling life.

cls.cnJan 19 19:19 ET

Cailian Press Autos Morning Report [January 16]

① The Ministry of Commerce: This week, detailed implementation rules for new purchase subsidies for mobile phones and other digital products will be issued successively; ② Guangdong: The production of New energy Fund vehicles will grow by 43% in 2024, accounting for a quarter of the national total; ③ Chongqing Changan Automobile: It will enter the Europe market in 2025;

cls.cnJan 15 19:39 ET

In Q4, expected losses could exceed 0.8 billion yuan due to intensified competition and industry cycle adjustments. China Greatwall Technology Group anticipates an expanded loss last year | Interpretations

① Due to intensified market competition combined with multiple impacts from industry policies and adjustments in the industrial cycle, China Greatwall Technology Group reported a maximum expected loss of 1.52 billion yuan last year, with the highest single-quarter loss in Q4 potentially exceeding 0.8 billion yuan, reaching a new high. ② As of now, there has been no progress on the public listing for the sale of 40% equity in Greatwall Galaxy Technology. ③ From October 16 to November 11, the stock price of China Greatwall, a Concept stock, increased by 141.83%, while its performance exhibited some peculiarities.

cls.cnJan 15 09:20 ET

Premium rate of 200%, valuation increased fivefold. Eve Energy Co., Ltd. intends to acquire employee-held subsidiary equity for 0.579 billion yuan ｜ Quick announcement read.

① Eve Energy Co.,Ltd. (300014.SZ) plans to acquire part of the equity of its subsidiaries held by the employee stock ownership platform for 0.579 billion yuan; ② A report by Caixin found that the employees spent 0.193 billion yuan to acquire this part of the equity that year, with a premium rate of 200%, but the valuation of the equity subsidiaries has increased fivefold compared to that year.

cls.cnJan 14 20:18 ET