Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.
Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.
A stock market is closed, but A stock etf is still soaring!
"Bets on China" trades are hot, with funds flowing continuously from A-shares during holidays to Hong Kong, US-related ETFs. The ChinaAMC STAR50 ETF listed in Hong Kong once rose over 200%, with many Chinese concept stock ETFs soaring together. Market observers have noticed that funds from other regions in Asia are flowing back into the Chinese stock market.
Contemporary Amperex Technology's headquarters Z base caught fire. Previously named as the world's first 'lighthouse factory' in the lithium battery industry.
1. Today at noon, a fire broke out at the Z base factory at the headquarters of contemporary amperex technology; 2. As of around 17:30 in the afternoon, the fire has been preliminarily controlled; 3. Earlier, the Z base was rated as the world's first 'lighthouse factory' in the lithium battery industry.
Has the harsh winter passed? Pig feed demand is now picking up: a frontline salesperson sold 100 tons more in a single month compared to the beginning of the year.
①Affected by the recovery of the breeding market, the demand for first-line pig fodder is trending upwards. Some frontline fodder sales staff have reported: "In September, sales were 100 tons higher than in January."; ② Although pig feed has seen continuous improvement compared to the previous month, there is still a gap compared to the same period last year; ③ According to industry experts, the positive trend in pig feed demand, coupled with low raw material costs, may become a support point for future corporate performance improvement.
Piglet prices 'halved', disagreement on restocking in breeding industry, industry expects pig farming to remain profitable next year | Industry Dynamics
①The price of piglets has plummeted, nearly halving from the highest point this year, with 7KG piglets in some regions falling to 140 yuan each; ② The sentiment of adding pens at the breeding end is now polarized, with some breeders stably adding pens while others are quite cautious; ③ Most breeders and industry experts are optimistic about the overall market outlook for next year, with profitability still being the main trend.
Can't the stock price keep up with the price of pork? Wens Foodstuff Group intends to buy back shares in large quantities to protect the market | Speed read announcement
1. wens foodstuff group announced this evening that it plans to repurchase shares at a value of 0.9 billion to 1.8 billion yuan; 2. Since June, the company's performance has continued to improve, with the average selling price showing a monthly upward trend; 3. Since June, the secondary market performance of related pork stocks has been sluggish, with wens foodstuff group's stock already falling by 28.67%.
Prince Ning vigorously attacks the commercial vehicle market.
Development will be conducted on 80 vehicle models.
Goldman Sachs: The short-term reduction in production by Contemporary Amperex Technology may cause lithium prices to bottom out, but the overall prospects for the lithium cycle are still very negative.
Goldman Sachs analysts Trina Chen and Joy Zhang said in a client report on Thursday that Ningde Times' production cuts may provide a 'short-term' bottom for lithium prices in the years-long bear market, temporarily alleviating concerns of oversupply. However, they emphasized that the overall outlook for the lithium cycle remains very 'negative'.
Lithium carbonate "long-lost surge"! Contemporary Amperex Technology plans to adjust the production arrangement of lithium carbonate in Yichun. Industry analysis believes that "production suspension is mainly due to cost."
1. Regarding the rumored suspension of lithium production in Jiangxi, Contemporary Amperex Technology expressed to the Cailian Press journalists that based on the recent situation in the lithium carbonate market, the company plans to adjust the production arrangement of Yichun lithium carbonate. 2. An informed source informed the Cailian Press journalists that Contemporary Amperex Technology has not yet taken any measures to stop, and further communication and coordination are needed before a decision is made. 3. Industry insiders analyze that the main reason for the suspension at this time is cost-related.
With a scale exceeding 5 billion yuan, contemporary amperex technology's new fund has landed in Xiamen.
Recently, Contemporary Amperex Technology has launched a new fund in Xiamen with a scale of over 5 billion yuan. LPs include local state-owned asset funds in Xiamen, as well as Zhejiang Tongxiang City, Ningde City in Fujian Province, and Luoyang City's state-owned asset funds. Contemporary Amperex Technology is also constructing the phase one of an electrochemical energy storage system project in Xiamen, aiming to create a top-notch platform for energy storage system research and development testing, as well as technological innovation verification.
The price of lithium carbonate futures has surged, with a single-day increase of nearly 0.03 million contracts. The rumor of production suspension at Contemporary Amperex Technology has been confirmed. Will there be a bottoming out and rebound?
① Market experts have stated that if there is a significant reduction in the output of lithium carbonate in the coming months, the destocking level in September and October may exceed expectations; ② As the consumer market enters the peak season of "Golden September and Silver October", the fundamentals have improved recently and a turning point in inventory has already emerged.
UBS Group: Contemporary Amperex Technology suspends lithium production in Jiangxi, China's lithium prices hit bottom.
UBS estimates that the suspension of Contemporary Amperex Technology's lithium business in Jiangxi will lead to an 8% decrease in China's monthly production of lithium carbonate. The lithium price is expected to rise by 11%-23% within the year and will be supported at $8600/ton.
August is the peak period of profitability for pig enterprises, with daily profits exceeding one billion yuan. | Industry News
①In August, the pig market continued to recover, with sales prices of major pig companies reaching a new high this year; ②The peak of profitability for pig companies still focuses on reducing costs and increasing efficiency. Muyuan Foods, Shennong Group, and Wens Foodstuff Group have all reduced their fully loaded costs to below 14 yuan/kg; ③Some industry insiders believe that breeding companies will continue to maintain a considerable profit trend this year.
Energy storage shipments "overtaking" power, eve energy co.,ltd. H1 performance decline, energy storage batteries gradually becoming the focus of the business | Financial report interpretation
Eve Energy Co., Ltd. achieved a revenue of 21.659 billion yuan in H1, a year-on-year decrease of 5.73%; its net income attributable to shareholders was 2.137 billion yuan, a year-on-year decrease of 0.64%. In Q2, the company's shipment of energy storage batteries exceeded that of power batteries, resulting in a year-on-year increase of 9.93% in revenue from energy storage batteries in the first half of the year, while revenue from power batteries decreased year-on-year.
'Ning Wang' enters the low-altitude track of trillion-dollar investment.
Searching for a new curve.
Deep Blue has played Huawei's trump card.
I don't want to be low-key anymore.
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.
In 2019, the head brokerage's secretary was appointed as the "older insurance agent".
China Securities Co., Ltd., a leading brokerage firm, recently announced an important personnel change. The company's board of directors has approved the appointment of Liu Naisheng as the company's board secretary, and Wang Guangxue will no longer hold this position. Liu Naisheng is a veteran investment banker and the first generation of securities salespeople in China. He has led successful underwriting projects for numerous companies and is best known for overseeing the IPO projects for Contemporary Amperex Technology and the representative Beijing-Shanghai High Speed Railway. As a seasoned securities industry veteran, Liu Naisheng's appointment as board secretary after seven years of serving as a senior executive (executive committee member) at China Securities Co., Ltd. is certainly worth following in terms of his future contributions. According to publicly available information about skilled post-70s workers, Liu Naisheng belongs to the post-70s generation of securities professionals.
"Ningwang" targets the new trillion-dollar track.
Looking for growth opportunities.
Contemporary Amperex Technology, which does not make cars, is crazy about investing in car companies | Jianzhi Research.
Contemporary Amperex Technology, which has repeatedly publicly announced that it will not produce autos, is increasing its investment in auto manufacturers. Recently, Zhiji Auto, a subsidiary of SAIC, welcomed a new round of financing. The new shareholders not only include the five largest banks' investment companies such as ICBC and Agricultural Bank of China, Shanghai State-owned Assets Supervision and Administration Commission and other top institutions, but also the leading power battery company Contemporary Amperex Technology participated in this capital increase. Since 2018, Contemporary Amperex Technology has invested in 9 new energy auto companies. What impact will the continuing expansion of this "friends circle" have on Contemporary Amperex Technology and related electric vehicle institutions? 1. Contemporary Amperex Technology has invested in nearly 10 new energy vehicle institutions. Now, coupled with Zhiji Auto, Contemporary Amperex Technology has