Express News | The United States has decided to impose additional tariffs on Chinese products, with a 100% increase in tariffs for electric cars.
The plan for the listing of zoomlion heavy machinery has fallen through. Zoomlion stated that it will not affect the company's existing business.
①Zoomlion plans to terminate the reorganization and listing of its subsidiary Zoomliongaoji with Shenzhen Roadrover Technology. ②Zoomlion stated that the termination of the reorganization project will not affect the production and operation activities of Shenzhen Roadrover Technology and Zoomliongaoji.
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.
[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.
①State-owned enterprise reform concept stock baoding tianwei baobian electric received institutional buy-in of over 60 million yesterday, and also received institutional buy-in of over 60 million yesterday. ②The lithium battery sector surged. Multiple stocks received buy-in from institutions and retail investors, with tianqi lithium corporation receiving 0.106 billion buy-in from citic sec's Xian Zhuque Avenue business department.
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.