Popular high stocks collectively fell, pay attention to the direction of the theme that first receives capital inflows for repair.

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cls.cnAug 22 21:19 ET

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

DRAM Q3 growth exceeded expectations! Storage manufacturers' performance strongly rebounds. Will module factories benefit from stocking up?

Due to multiple factors such as active stockpiling by cloud vendors and original factory capacity planning, Q3 DRAM contract prices will be 5 percentage points higher than previously expected. This recovery is driven by structural factors, as the prices of consumer memory have been falling since May. Some module manufacturers are facing pressure from upstream and downstream businesses, but those who have sufficient inventory are under less pressure.

cls.cnAug 19 01:44 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