"Buy more as it falls!" Traders take advantage of the price drop to stock up, and the nickel industry may enter a phase of bottoming out | New cycle of csi commodity equity index

1. Some traders have indicated that the nickel price has already dropped to the psychological bottom range, and they are beginning to stock up on low stock price; 2. Currently, high-cost nickel production capacity is gradually being cleared out globally; 3. The future nickel price has limited downside potential, and may experience a phase of bottoming out.

cls.cnSep 13 03:30 ET

Is the domestic battery production capacity underestimated? JPMorgan: Potential additional capacity reaches 700GWh, it will take at least 3 years to digest.

jpmorgan believes that more than 700GWh of 'under construction fixed assets' will not be fully absorbed until the end of 2027, and this phenomenon is particularly evident among second-tier battery manufacturers. Third-tier companies may exhaust their cash and quietly exit the market in the coming years. However, given the market concentration, the exit of these companies has almost no impact on the industry's competitive landscape.

wallstreetcnSep 12 05:49 ET

Nuclear energy resurgence? Asset management companies are increasing their bets on related stocks.

①Several asset management companies see the potential of nuclear energy-related stocks and are considering adding them to their investment portfolios; ②Fund managers believe that the continuously growing AI and datacenters will significantly increase the demand for electrical utilities in the future, and nuclear energy will play a significant role in increasing power supply; ③However, nuclear energy still faces significant controversies among ESG investors.

cls.cnSep 12 05:25 ET

[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.

①State-owned enterprise reform concept stock baoding tianwei baobian electric received institutional buy-in of over 60 million yesterday, and also received institutional buy-in of over 60 million yesterday. ②The lithium battery sector surged. Multiple stocks received buy-in from institutions and retail investors, with tianqi lithium corporation receiving 0.106 billion buy-in from citic sec's Xian Zhuque Avenue business department.

cls.cnSep 11 06:22 ET

The price of lithium carbonate futures has surged, with a single-day increase of nearly 0.03 million contracts. The rumor of production suspension at Contemporary Amperex Technology has been confirmed. Will there be a bottoming out and rebound?

① Market experts have stated that if there is a significant reduction in the output of lithium carbonate in the coming months, the destocking level in September and October may exceed expectations; ② As the consumer market enters the peak season of "Golden September and Silver October", the fundamentals have improved recently and a turning point in inventory has already emerged.

cls.cnSep 11 06:10 ET

Did the lithium battery sector rise sharply? Is the cyclical bottom here?

In the futures market, the main contract for lithium carbonate rose more than 7% at one point during the intraday trading, reaching a high point in over a week.

cls.cnSep 11 01:01 ET