Brokerage Morning Meeting Highlights: The historical bottom of real estate stock valuation may have been established.

At today's brokerage morning meeting, China Securities Co.,Ltd. proposed supply-side optimization, suggesting to focus on industries such as steel, photovoltaic, cement, coal, and rare earths; htsc stated that domestic sales of household appliances are improving with stable exports, focusing on two major themes for the year 2025; China International Capital Corporation believes that the historical bottom of real estate stock valuation may have been established.

cls.cn19:13 ET

Lithium battery elimination match exam question: Will solid state batteries be cheaper than liquid ones? Will sodium batteries account for half of the market? | Direct hit at the "Battery Davos".

①After the expansion of power batteries, the industry elimination has also entered a deep water area; ②Although the industry generally expects full solid state batteries to become the "next generation battery", experts point out that the bottleneck of conductivity, production equipment and cost still needs to be addressed; ③Affected by the sharp drop in lithium prices, the industrialization speed of sodium batteries has slowed down, and sodium batteries will still need time to reduce costs and increase efficiency in order to win market share in the new round of energy storage competition.

cls.cnNov 17 09:45 ET

National Wealth Hydrogen Energy debuts on the Hong Kong stock market, with Suzhou celebrating an IPO. The "Yongjin System" sees an investment profit increase of 20 times.

① With the listing of Guofu Hydrogen Energy, not only did Suzhou achieve an IPO, but also the early investments by the "Yongjin system" in Guofu Hydrogen Energy have come to light, yielding a twenty-fold profit. ② Currently, Suzhou has formed two major hydrogen energy industrial clusters, one of which is the Zhangjiagang Hydrogen Energy Industrial Demonstration Zone. By 2025, Zhangjiagang aims to reach a production value of 50 billion yuan for the hydrogen energy industry.

cls.cnNov 15 07:26 ET

Reports suggest that the Trump team plans to cancel the $7,500 tax credit for electric autos, leading to a sharp drop in electric car stocks.

The Trump team is considering canceling the $7,500 electric vehicle subsidy policy to fund its tax reduction plan. This policy is one of the measures adopted by the Biden administration to combat inflation. Trump supporters and the oil industry hope to cancel electric vehicle tax incentives, while the auto industry groups are calling for retention. Musk believes that canceling the subsidy policy will not have a significant impact on Tesla, but will rather cause more trouble for competitors. Electric vehicle stocks plummet, with Tesla down 5.77% and "Tesla rival" Rivian down 14.3%.

wallstreetcnNov 14 16:17 ET

Behind the annual production of over 10 million autos in China's new energy vehicles: How is the market share 'battlefield situation' for each brand?

① In terms of the number of mandatory traffic accident insurance policies for electric vehicles, BYD holds a one-third market share in China, with Tesla and Wuling ranking second and third; ② In terms of retail sales of electric vehicles from January to October, BYD also accounts for one-third of the domestic market share, and Geely's market share has surpassed that of Tesla this year.

cls.cnNov 14 04:51 ET

The improvement in the supply-demand relationship has led to the average price of battery-grade lithium carbonate returning to 0.08 million yuan per ton. What will happen in the future?

Shanghai Ganglian e-commerce holdings' new energy fund research team analyzed to journalists that the short-term demand exceeding expectations has eased the continuous accumulation of warehouse inventory pressure, thereby promoting the market to repair the price level of this category; Founder Mo Ke of True Lithium believes that there is a 3-month time difference between lithium ore procurement and battery production, and this rise may be caused by capital disturbance. Next year, prices are feared to fall below 0.06 million yuan/ton, and it will still take about a year to clear the excess production capacity.

cls.cnNov 13 05:38 ET