Hurting others does not benefit oneself! Biden plans to ban china's internet-connected car software and hardware. US Department of Commerce: may cause a decline in US auto sales.

The data from the U.S. Department of Commerce shows that if the proposed restrictions on China's networked vehicle software and hardware, as well as related regulations on complete vehicles, are implemented, U.S. auto sales could decrease by up to 25,841 vehicles per year, while car prices may increase, further raising the cost of living for American consumers.

cls.cnSep 28 01:04 ET

Stimulus expectations are realized! The Hong Kong stock market's non-ferrous sector is rising, and domestic copper prices have reached a nearly two-month high.

①Hong Kong-listed sector rose in the non-ferrous sector, which stocks are most favored by funds? ②Domestic copper prices have risen to a near two-month high, what signal?

cls.cnSep 24 04:08 ET

"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