ENSEnerSys
101.9600.980+0.97%359.42K36.58M101.010100.980102.870100.0104.02B3.99B39.43M39.13M+1.04%+1.15%+3.33%+3.25%+1.12%+13.91%+10.31%0.91%0.92%12.6515.692.83%Electrical Equipment & Parts
FMCFMC Corp
38.2400.270+0.71%2.45M93.43M37.90037.97038.42037.7884.77B4.74B124.84M123.97M+0.61%+8.95%-31.60%-36.31%-39.72%-24.26%-21.33%6.07%1.97%14.0614.061.67%Agricultural Inputs
SQMSociedad Quimica Y Minera De Chile
39.7800.050+0.13%891.07K35.41M39.89039.73040.50039.27011.36B4.11B285.64M103.21M+2.79%+3.67%+2.92%+2.42%+2.53%-9.42%+9.41%3.34%0.86%Loss5.643.10%Specialty Chemicals
QSQuantumScape
4.990-0.010-0.20%11.28M56.01M4.9755.0005.0504.8802.56B1.85B512.47M371.08M-9.93%-0.40%-1.58%-6.73%-14.11%-19.39%-3.85%--3.04%LossLoss3.40%Auto Parts
MVSTMicrovast
1.700-0.040-2.30%5.76M9.61M1.7401.7401.7851.600550.62M320.81M323.89M188.71M-23.77%+1.19%-14.14%+134.16%+490.28%+117.20%-17.87%--3.05%LossLoss10.63%Auto Parts
ALBAlbemarle
78.420-2.610-3.22%3.20M250.98M80.90081.03081.03076.6909.22B9.18B117.57M117.05M-6.17%+4.37%-11.67%-28.41%-12.36%-34.46%-8.90%2.05%2.73%LossLoss5.36%Specialty Chemicals
LACLithium Americas
2.760-0.110-3.83%4.20M11.63M2.8402.8702.8602.720602.72M516.43M218.38M187.11M-10.10%-7.07%-10.10%-31.68%+12.65%-37.41%-7.07%--2.25%LossLoss4.88%Other Industrial Metals & Mining
ENVXEnovix
9.440-0.380-3.87%8.23M77.17M9.5209.8209.6409.0301.81B1.58B191.27M167.20M-15.41%-19.93%-15.26%-0.94%-0.84%-2.78%-13.16%--4.92%LossLoss6.21%Electrical Equipment & Parts
FREYFREYR Battery
1.590-0.090-5.36%2.32M3.73M1.6801.6801.6801.575223.38M117.14M140.49M73.67M-23.19%-10.17%-18.46%-28.70%+29.27%-2.45%-38.37%--3.14%LossLoss6.25%Electrical Equipment & Parts
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水月老师 : why will this link to MVST? China have its battery maker why will China give business MVST?
ValueTech Investor OP : From a revenue perspective,China alone accounts for over 50%of the company’s total earnings—a testament to both the size of the Chinese market and its strong policy support for energy storage. However,energy storage is in high demand worldwide, and numerous companies operating at a larger scale are competing intensely in this space. Despite the competition,Microvast (MVST)distinguishes itself throughbreakthroughs in solid-state battery technology, highlighting the company’s capacity for innovation and potential for growth.
For a relativelylow-priced, high-volatility stocklike MVST, I personally suggestlimiting exposure to no more than 1% of your portfolio. While this may sound overly cautious, it’s worth noting that many now-prominent companies—such asNVIDIA and Palantir—started at a similarly modest scale before growing into market leaders.
水月老师 ValueTech Investor OP : Thank you, will consider your suggestion