The dual catalysis of 'technology + demand' has once again brought a 'mini spring' to the industrialization process of solid state batteries.

As of today's closing, stocks related to solid state battery concept have risen by 2.64%. On November 7, Chongqing Changan Automobile and Tianneng New Energy jointly released solid state lithium battery technology without separator. This technology achieves for the first time in the industry the elimination of traditional liquid lithium battery separator by introducing a high-density composite solid-state electrolyte layer on the surface of the polarity sheet to replace the separator function.

cls.cn06:31 ET

[Brokerage Focus] Citic Securities pointed out that lithium battery equipment manufacturers are expected to explore the second growth curve in the solid state battery field.

Jingu Finance News | Citic Securities stated that recently, leading automotive factories have made progress in the solid state battery field. In October 2024, top automotive factories at home and abroad have been continuously advancing the research and application of solid state batteries through cooperation or layout. Looking ahead to November, Chongqing Changan Automobile will hold a solid state battery technology release conference in partnership with Tailan New Energy, and the industry is expected to welcome another catalyst. In addition, the aviation sector is gradually becoming an important landing scene for solid state batteries, and lithium battery equipment manufacturers are expected to explore a second growth curve in the solid state battery field. Battery factories, solid state electrolyte companies, and companies in various links of the solid state battery industry chain that are laying out solid state battery businesses are expected to benefit fully.

Jingu Wealth InformationNov 5 20:03 ET

Brokerage Focus: Guotai Junan Securities maintains a "buy" rating on BYD Electronic (00285), pointing to the potential for rapid growth in its automotive electronics business.

Jingu Finance | Open source Securities released a research report, indicating that in 2024Q3, Byd Electronic (00285) recorded a total revenue of 43.55 billion yuan, a 21% year-on-year increase, basically in line with the bank's expectations. The analysis pointed out that the inclusion of Jupu structural components' revenue and the rapid growth of auto electronics business partially offset the decline in household storage business income. The gross margin in 2024Q3 was 8.5%, exceeding the bank's expectations, mainly benefiting from the peak shipment of high-margin business from major clients in high-end structural components. The net income in 2024Q3 was 1.55 billion yuan, in line with expectations, with a slight adverse impact from the appreciation of the Renminbi on foreign exchange gains and losses. The bank stated that based on the gross margin.

Jingu Cai XunNov 4 03:31 ET

[Brokerage Focus] CMB International: Apple's FY4Q24 performance exceeds expectations, focusing on the progress of Apple Intelligence and ChatGPT integration.

Jingu Financial News | CICC International stated that Apple announced its fourth quarter financial performance for the 2024 fiscal year last Friday (November 1), with a 6% year-on-year increase in revenue and a 12% year-on-year increase in adjusted earnings per share, outperforming previous market expectations. The adjustments primarily involve one-time tax expenses related to an EU ruling, leading to a 34% year-on-year decline in unadjusted earnings per share. This quarter, iPhone business revenue and comprehensive gross margin performance exceeded market expectations. Apple achieved record-high revenues in most regions this quarter, with revenue in China narrowing significantly but still weaker than market expectations. Looking ahead.

Jingu Financial NewsNov 3 23:02 ET

Apple suppliers generally trending upwards. AAC Tech (02018) rose by 3.11%, reportedly launching devices using the M4 Ultra chip next year.

Kingwu Financial News | Apple suppliers generally rise, aac tech (02018) up by 3.11%, q tech (01478) up by 2.07%, byd electronic (00285) up by 1.54%, cowell (01415) up by 1.28%, sunny optical (02382) up by 1.02%. According to reports, Apple plans to launch devices using the M4 Ultra chip next year, which is said to integrate up to 32 cores CPU and up to 80 cores GPU. By comparison, this is double the specs of the current M4 Max chip, M4 Max chip.

Jingu Financial NewsNov 3 21:04 ET

Great Wall Announces Featured (Hong Kong Stock) | BYD Company (01211.HK) October sales reached approximately 0.5027 million vehicles.

【Today's Highlights】Byd Company (01211.HK) October sales reached approximately 0.5027 million vehicles. Byd Company (01211.HK) announced that in October 2024, the production of new energy autos reached about 536,134 vehicles, with sales of about 502,657 vehicles. The cumulative sales from January to October reached about 3,250,532 vehicles, a year-on-year increase of 36.49%. In October 2024, the company's overseas sales of new energy passenger vehicles totaled 31,192 vehicles, including exports of 28,012 vehicles. In October 2024, the total installed capacity of new energy auto power batteries and energy storage batteries was about 21.0

Gelonghui FinanceNov 1 10:59 ET