399266 ChiNext New Energy Index
- 2418.11
- +334.39+16.05%
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.
What are the top brokerage stocks in October? The list of top brokerage stocks has been released, with the highest appearance rate of Ning Wang.
①As of now, at least more than 10 brokerages have released the October list of recommended stocks, with industry distribution mainly covering non-banking financial, new energy fund, pharmaceuticals, semiconductors, and other areas. ②Regarding individual stocks, contemporary amperex technology, sany heavy industry, hkex, sungrow power supply, east money information, bestechnic (shanghai) co., ltd., and xiamen amoytop biotech have been recommended more frequently.
Leading the all market! The science and technology new energy etf (588830) surged by 12.56%, up more than 30% in the past 5 days.
Gelonghui on September 30th: A-shares continued to soar across the board, with the index of growth style performing outstandingly. The star new energy fund (588830) surged by 12.56%, leading the entire market, marking the most resilient segment in the oversold rebound of new energy, with component stocks Qingdao Gaoce Technology and Wuxi Autowell Technology both rising by over 15%. The star new energy fund (588830) has risen for 5 consecutive trading days, with a cumulative increase of up to 30%. As the first new energy index fund on the star market, the star sector of new energy on the star market has brought together a group of hidden champions in sub-sectors such as photovoltaic power inverters, equipment, and auxiliary materials. Industry insiders point out that China's new energy market is entering a deepening phase.
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.
Lithium carbonate "rare surge"! Contemporary Amperex Technology plans to adjust the production arrangement of Yichun lithium carbonate. Industry analysis believes that the main reason for the production suspension is cost.
Regarding the rumors of lithium mine suspension in Jiangxi, Contemporary Amperex Technology stated to Caijing News that, based on the recent market conditions of lithium carbonate, the company plans to adjust the production arrangement of Yichun lithium carbonate. ② An informed source told Caijing News that Contemporary Amperex Technology has not yet taken any action to suspend production and further communication and coordination are needed to determine the next steps. ③ Industry insiders analyze that the suspension of production at this time is mainly due to cost reasons.
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 size of over 5 billion yuan. The limited partners include various local state-owned asset funds in Xiamen, as well as the Zhejiang Tongxiang City, Fujian Ningde City, and Luoyang City state-owned asset funds. Contemporary Amperex Technology is also constructing the first phase of an electrochemical energy storage system project in Xiamen, aiming to create a first-class platform for energy storage system research and development testing and innovative technological research.
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.
The lithium battery sector soared, with Tianqi Lithium Corporation rising more than 13%. UBS Group issued a research report stating that lithium prices in China have bottomed out.
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.
Gross margin halved and investment income is poor luoyang xinqianglian slewing bearing H1 turned to a loss|interpretations
①The decline in revenue year-on-year, the stock price of the investment target dropped, and the assets shrank, causing the star stock luoyang xinqianglian to report a worsened loss in the mid-year report compared to the first quarter; ②In response, the company stated that it will further increase new product technology research and development innovation, and deepen its market expansion and optimization of the supply chain management.
Suzhou Maxwell Technologies' revenue increased by nearly 70% in the first half of the year, but there is now a "hidden concern" as the inventory book value exceeds 10 billion yuan. | Interpretation of financial statements
① The leading company in heterojunction devices saw both revenue and net income increase in the first half of the year, but the inventory's book value reached 10.983 billion yuan, accounting for 45.14% of the total assets for the period; ② With a high inventory scale, it is a common situation among many photovoltaic equipment manufacturers, and the risk of inventory backlog or price decline may have adverse effects on the company's operations and performance.
Is the energy density of 280Wh/kg lower than expected? guangzhou great power energy and technology's solid state battery 'major breakthrough' announcement caused the stock price to drop by more than 8%.
Guangzhou Great Power Energy and Technology releases its first generation solid state battery, using self-developed inorganic composite solid electrolyte layer to replace the separator and electrolyte; In contrast to the two consecutive 20 cm limit-up announcements in the past, today the company's stock price fell over 8%.
AI smartphones drive the upgrade of heat dissipation materials, related products are expected to see an increase in both quantity and price.
① One of the world's largest consumer electronics exhibitions, the IFA Berlin Consumer Electronics Exhibition will open on September 6, 2024. This year marks the 100th anniversary of the event. ② Minsheng Securities Fangjing believes that the localized operation of large models presents new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.
Energy storage shipments "overtake" power, Eve Energy Co., Ltd.'s H1 performance declines, energy storage batteries gradually become the focus of business | Interpretations
In H1, Eve Energy Co., Ltd. achieved a revenue of 21.659 billion yuan, a decrease of 5.73% year-on-year; the net income attributable was 2.137 billion yuan, a decrease of 0.64% year-on-year. In Q2, the company's energy storage battery shipments exceeded that of power batteries, resulting in a year-on-year increase of 9.93% in energy storage battery revenue in the first half of the year, while the revenue of power batteries decreased year-on-year.
Breakthrough in solid state battery technology stimulates the rapid development of related industries.
① Penghui Energy's official WeChat announced that a major breakthrough in all-solid-state batteries is coming soon. The 2024 Penghui Energy Product Technology Conference will be held on August 28, and a series of major new products will be released soon. ② CITIC Construction Investment estimates that by 2025, the global market space for various types of solid-state batteries may reach tens to hundreds of GWH or 100 billion yuan.
The profit of photovoltaic equipment leader slowed down, and the net profit of Zhejiang Jingsheng Mechanical & Electrical in Q2 decreased by 22% year-on-year. Interpretations of financial report.
① The company's Q2 net profit saw a rare decline compared with the same period last year; ② The company's revenue increased in the first half of the year but did not show any profit growth; ③ The performance was affected by the decline of the photovoltaic industry; ④ The company is exploring multiple new businesses to find a second engine.
Leading photovoltaic auxiliary material company suffers defeat, Jolywood's losses are worse than expected in financial report analysis.
1. Jolywood's performance in the first half of the year saw a significant decline, turning from profit to loss, with a net loss of 0.306 billion yuan. 2. This result is far below market expectations. In May of this year, several brokerages predicted that the company's net income for the year would be around 0.3 billion yuan. 3. Due to the increasingly severe competition in the photovoltaic industry chain, the prices of the main products in the industry chain continued to decline in the first half of the year.
Fulin Precision signs a long-term cooperation agreement with Ning Wang to bind their partnership. | Speed read announcement
Fulin Precision and Contemporary Amperex Technology signed a long-term cooperation agreement, with the latter committed to purchasing at least 0.14 million tons of cathode material each year for the next three years; 0.14 million tons of cathode material is more than three times the company's sales volume last year.
Tsinghua's optical chip research has made new breakthroughs, and domestic optical chips are expected to accelerate penetration.
Professor Fang Lu's research group of the Department of Electronic Engineering and Academician Dai Qionghai's research group of the Department of Automation at Tsinghua University have pioneered a fully forward-looking, intelligent optical computing training architecture and developed the "Taiji-II" optical training chip. DAMO Academy believes that the integration of optoelectronics, silicon photonics and silicon electronics will drive continuous improvement in computing power. In the next 3 years, silicon photonics chips will support high-speed information transmission in large data centers.
[Data Analysis] Northbound capital decreased its position in Contemporary Amperex Technology for six consecutive days, while the trading volume of Education ETF (513360) increased significantly.
Among the top ten transactions in the Shenzhen and Shanghai stock connects, BYD and Contemporary Amperex Technology ranked the top two in net sales, of which CATL has suffered from net sales for six consecutive trading days. Intraday trading saw a surge in education stocks, with Education ETF (513360) trading volume increasing by 156% compared to yesterday.
Affected by the lithium price, Canmax Technologies' net profit in the first half of the year decreased by nearly 40% year-on-year. Interpretations.
Affected by the decline in lithium salt prices, Canmax Technologies' revenue and net profit have both decreased in the first half of this year. In terms of the industry, the recent price of lithium carbonate has continued to decline to below 0.08 million yuan/ton. Regarding the trend of lithium carbonate in Q3, industry insiders have stated that based on the current bidding volume of downstream companies, there has not been much improvement in demand growth in Q3.