Brokerage Morning Meeting Highlights: The industrialization of solid state batteries is starting, and China's lithium batteries will lead the world.

At today's brokerage morning meeting, HTSC believes that globalization and intelligence have opened up opportunities for bottom fishing in the auto parts industry; China Securities Co., Ltd. pointed out that the commercial aerospace and aviation sectors are growing rapidly and bullish on the structural recovery of the military industry; CITIC Securities stated that the industrialization of solid-state batteries has begun, and China's lithium batteries will lead the world.

cls.cnAug 22 20:24 ET

How will the announcement of free highway tolls for hydrogen-powered vehicles in many places affect?

Industry insiders say that highway tolls account for about one-third of the total cost of hydrogen commercial heavy trucks. Waiving this fee can significantly reduce vehicle operating costs. From January to June this year, a total of 0.4077 million tons of green hydrogen projects have started, and 906 sets of electrolysis tanks will be tendered in succession. At the same time, the export orders of the electrolysis tanks are rapidly increasing, and the domestic and foreign demand is resonating.

cls.cnAug 16 04:23 ET

The battery inventory is a tale of two extremes under high pressure, with a stable leading position and shuffling at the tail end. | Jianzhi Research

Battery inventory reaches a new high for the year.

wallstreetcnAug 9 06:37 ET

When will the lithium salt industry be cleared out as prices drop below 8? | Jianzhi Research

The spot and futures prices of lithium carbonate hit a new low for the year, posing a challenge for lithium salt manufacturers to survive.

wallstreetcnAug 1 02:30 ET

Sodium-electric and semi-solid, half flame and half seawater | Jianzhi Research

Thanks to the new energy autos achieving a record high in delivery, the production, sales and installation volume of power batteries also hit a new high in June this year in all dimensions.

wallstreetcnJul 11 06:18 ET

Revolutionary changes in lithium mining? IBAT has achieved commercialization of new lithium extraction technology for the first time.

The metal that is crucial for energy transition—lithium, has had a major breakthrough in mining technology. With the direct lithium extraction (DLE) technique, lithium production capacity is expected to double compared to current levels.

wallstreetcnJul 11 05:24 ET