BYD Company Limited has breathed a sigh of relief for its competitors.

The price war is difficult to stop.

wallstreetcnJul 26 06:50 ET

Founder Securities: Prices of non-ferrous industry and industrial metals are weakening, and gold prices are reaching new highs.

Domestic demand for industrial metals has entered the off-season, coupled with increasing expectations of a U.S. economic downturn. Industrial metal prices may remain weak, and attention can be paid to downstream demand changes in the off-season. In addition, the expectation of interest rate cuts is gradually fermenting, coupled with the weakening of the U.S. credit system, and the short-term gold price may maintain a high-level shock trend.

Zhitong FinanceJul 25 01:53 ET

Nvidia, Tesla, Alphabet Drag Stock Market Lower | Wall Street Today

Moomoo Recap USJul 24 16:33 ET

Cui Dongshu: In June, 43 GWh of lithium batteries were installed, with phosphate iron lithium batteries accounting for 74%, and the growth of ternary batteries slowing down.

In June, the shipment volume of lithium batteries was 43 GWh, a 30% YoY increase; the shipment volume of lithium iron phosphate batteries was 32 GWh, accounting for 74%, and the growth of ternary batteries slowed down. From January to June, the shipment volume of lithium batteries was 203 G, with a YoY increase of 34%.

Zhitong FinanceJul 22 03:43 ET

The surplus situation is difficult to change, and the price of lithium carbonate continues to decline! How long can the cost line of 0.08 million yuan/ton last?

Approaching the cost line

Gelonghui FinanceJul 18 03:08 ET

Soochow Securities: domestic forklift lithium battery short delivery advantage can be sustained, bullish on increasing market share and structural optimization for going abroad.

In 2024, under the trend of tightening eco-friendly policies, the stock of National IV diesel vehicles will replace National II and below diesel vehicles, and the penetration rate of high-value lithium electric forklifts will increase. Domestic sales are expected to continue to grow, optimizing the structure.

Zhitong FinanceJul 17 23:45 ET