Ningde Zeng Yuqun: Musk does not understand batteries, the "zero carbon" power grid will be ten times larger than the electric vehicle battery business.

Musk's bet on cylindrical batteries (i.e., 4680) "will fail and will never succeed." "We had a very intense debate. He (Musk) was silent because he did not know how to manufacture the battery. This is about electrochemistry, and he is good at chips, software, hardware, and machinery."

wallstreetcnNov 13 21:17

Yifei Laser: Order growth rate of 46 series equipment is significantly accelerating, actively promoting the research and development of solid state battery related technologies | Direct hit on earnings conference

①In the revenue of Yifei Laser in the first three quarters of this year, the cylindrical full-pole ear cell equipment and module PACK equipment business revenue accounts for a high proportion, and the revenue growth of the cylindrical full-pole ear cell equipment business is fast. Among them, the 46 series equipment orders grow significantly; ②The chairman and general manager of the company, Wu Xuan, stated that in the future, large cylindrical full-pole ear batteries will be one of the mainstream battery technology paths; the company has also made new breakthroughs in multiple laser research and development areas.

cls.cnNov 11 13:31

The rise of the domestic substitution concept! ZTE's straight rise exceeds 10%, semiconductors stocks are soaring one after another.

ZTE's stock price hit the daily limit, reaching a new high of more than 1 year, with over 1.5 million shares blocked. Lately, companies whose names start with the middle letter have frequently seen a bullish trend. Previously, China Greatwall Technology Group had consecutive trading limit up, China National Software & Service has also been consistently bullish, and Dawning Information Industry hit a historical high.

Brokers in ChinaNov 11 11:22

[Market Data] The trading volume of multiple quanshangetf has increased significantly. china greatwall technology group was jointly sold by four institutional investors, with sales exceeding 1.5 billion.

①The brokerage sector saw a significant rise, with the trading volume of multiple brokerage ETFs surging, among which the e fund csi hongkong bond investment theme etf (513090) saw a 149% increase in trading volume compared to yesterday. ②China Greatwall Technology Group faced selling pressure from four institutional investors, with a total sell-off exceeding 1.5 billion, of which three institutions had relatively low rankings on the sales list previously.

cls.cnOct 31 18:08

Raw material prices have risen, sales have decreased, and TBEA Co., Ltd.'s net profit in Q3 has been "halved" year-on-year.

①Regarding the decline in performance, Tianeng Co., Ltd. stated that the significant increase in raw material prices in the first half of the year combined with the decrease in sales volume in the third quarter led to this situation; ②Since the beginning of this year, lead prices have experienced a roller-coaster market. Industry analysts predict that lead prices will overall maintain a fluctuating trend.

cls.cnOct 29 20:22

Foreign public fund latest hold positions exposure! Fund managers are bullish on china's stock market valuation repair.

With the disclosure of the third quarter report, public funds under international asset management giants such as BlackRock and Fidelity have all their holdings exposed.

Securities TimesOct 29 10:07