NIO Surges Over 32% in Five Days, Is an EV Rebound on the Horizon?

Moomoo News GlobalSep 12 08:44 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

The Ministry of Industry and Information Technology: Accelerate the development of mobile Internet of Things from "Internet of Everything" to "Intelligent Connectivity of Everything".

① The notice is based on the development pace of the mobile internet of things industry and the current status of mobile internet of things applications in various industries, and clarifies the development goal of the mobile internet of things. ② By 2027, based on 4G (including LTE-Cat1, which is the category 1 rate type of 4G network) and 5G (including NB-IoT, narrowband internet of things).

cls.cnSep 11 08:15 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

20 companies participated! Photovoltaic leader predicts that the bottom has been reached. Three major directions of lithium battery companies are being watched closely. | Directly hit the earnings conference of the Star New Energy Fund.

① In the photovoltaic industry, leading companies mentioned that the bottom of the industry has been reached, but the turning point still needs time. Many leading companies have disclosed tax incentives for building factories in the USA. ② In the lithium battery industry, solid state batteries, consumer batteries, and overseas markets have become breakthrough points for companies. ③ Enterprise capacity and capacity utilization are of concern. Many companies mentioned that capacity utilization will increase.

cls.cnSep 9 09:56 ET