No Data
Pork prices are skyrocketing, combined with a bull market 'pouring wealth from the sky', pig enterprises are expected to regain their king status.
After a period of correction, the pork prices are showing a "thunderous takeoff" trend.
Hyperscience's upcoming IPO: planning to raise 0.783 billion yuan, continuous price reduction of energy storage products suppresses gross margin.
①In the first half of the year, the company achieved energy storage system revenue of 3.65 billion yuan, a 24.50% increase compared to the same period in 2023. ②In the first half of the year, the company's procurement amount of Yiwei power cell increased significantly, reducing the risk of purchasing from a single supplier. However, the concentration of its suppliers remains high, mainly due to a few leading companies dominating the market supply of upstream cells. ③As of the date of the prospectus signing, Haibo Sichuang has six significant impact lawsuits pending.
In September, the group's pig farming enterprises actively slaughtered, and the profitability of Q4 breeding may continue | Industry Trends
1. The pig price continues to rebound, combined with continuous cost decline, leading to a simultaneous increase in volume and price of pig enterprises in the third quarter. 2. In September, the average sales price of the group's pig enterprises ranged between 18.6 yuan/kg and 19 yuan/kg, with the majority of pig enterprises' breeding costs around 14 yuan/kg, and the profitability of breeding companies is considerable. 3. It is widely believed in the industry that there is still profit space expected for pig enterprises in the fourth quarter.
Toyota's director general warns: Transitioning to pure electric vehicles will lead to a large number of Japanese people losing their jobs.
①Akio Toyoda stated that if electric vehicles simply become the only option, including for our suppliers, those people's jobs will be lost; ②Akio Toyoda pointed out that the market share of pure electric vehicles will at most reach 30%, with the rest being taken over by hybrid cars, hydrogen fuel cell vehicles, and rbob gasoline cars.
Under cost pressure, the battery technology is shifting towards lithium iron phosphate. Why is general motors silent on contemporary amperex technology?
①Once high-profilely promoted the Ultium (Alt Energy) platform battery solution, it is now being abandoned by General Motors, instead shifting its electric transformation path towards a variety of chemical systems, multi-party procurement, and various new strategies. ②General Motors is once again adjusting its battery strategy, undoubtedly to enhance its profitability and market competitiveness in electric vehicles, in response to intense industry competition.
The 'European version of contemporary amperex technology' may be in financial difficulties, and the company has dismissed the head of the flagship factory.
①In a statement, Northvolt announced that Mark Duchesne, CEO of the Ett mega-factory, will be temporarily replaced by Bilodeau, Vice President of Operations for the company's North American business; ②The day before, the subsidiary Northvolt Ett Expansion AB, responsible for the Ett expansion project, filed for bankruptcy in district court.