MIIT proposed moderately advanced layout of hydrogen energy storage technology, which is expected to inject new development momentum into the industry.

①The Ministry of Industry and Information Technology publicly solicits opinions on the action plan for the high-quality development of the new energy storage manufacturing industry (draft for soliciting opinions). The draft proposes to appropriately plan ahead for hydrogen storage and other ultra-long-term energy storage technologies. ②huaan Securities pointed out that in the first half of the year, the progress of green hydrogen projects has been continuous. Looking forward to the second half of the year, with the frequent introduction of green hydrogen support policies in many places, the demand for electrolyzer bidding will double.

cls.cnNov 7 07:56

Tesla's domestic sales in October increased by over 40% year-on-year. Domestic suppliers are expected to continue benefiting.

①Overnight, Tesla's stock surged by over 14%, reaching a new high since July 2023. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase. ②Huaxi pointed out in the research reports that in the medium term, Tesla's layout of new models + new factories + new technologies, rapid response from domestic suppliers, strong cost optimization capabilities, and industry chain related symbols are expected to continue to benefit.

cls.cnNov 7 07:55

Costs for 90% of pig enterprises have dropped to the range of 14 yuan: many companies say there is still room for cost reduction. Will profits stabilize next year? | Industry Observation

1. The cost of 90% of the listed pig companies has dropped to the range of 14 yuan per kilogram, including five companies such as Sunlon, Muyuan Foods, and Wens Foodstuff Group, which have dropped to the range of 13 yuan per kilogram; 2. Several listed pig companies have indicated that there is still some room for cost reduction in the fourth quarter and next year; 3. Industry insiders believe that the cost reduction achievements have become a moat for the long-term development of pig companies, helping companies expand their profit margins and enhance their risk resistance capabilities.

cls.cnNov 4 21:36

Brokerage performance in the third quarter is impressive, with 17 companies showing year-on-year positive growth, looking forward to further boost in the fourth quarter.

The arithmetic average of the quarter-on-quarter increase in net profit attributable to the mother of 18 listed brokerages or listed entities in the third quarter was 85%; asset management and proprietary trading are the "mainstays", with average net income growth of 9.32% and 33.84% respectively year-on-year. On October 30th, according to Caixin, the veil of performance of the top three quarters of brokerage firms is being lifted. On October 29th, 9 brokerage firms disclosed their third quarter reports. There are already 18 listed brokerage firms or listed entities that have disclosed their third quarter reports. The arithmetic average of the year-on-year growth rate of net profit attributable to the mother in the first three quarters of the 18 brokerages is 46.17%, with 11 showing positive growth and 7 showing negative growth. The brokerage performance mainly reversed in the third quarter.

cls.cnOct 30 08:52

Several directors and senior executives of JinGang have been taken criminal coercive measures, the company's 2.2 billion debt rights have been overdue for four consecutive years with financial fraud | Speed ​​Reading Announcement.

1. ST Jin Gang's vice chairman and president, vice president and chief financial officer, vice president, former director, former chairman of the company, and 5 others have been taken coercive measures by public security organs; 2. The company has incurred a total accounts receivable and prepayment balance of approximately 2.171 billion yuan due to its trading business, all of which have been overdue; 3. The company has committed financial fraud from 2018 to 2021, falsely inflating revenue by 8.62 billion yuan, and has not disclosed its interim report for this year.

cls.cnOct 28 20:54

Xiamen Tungsten's Q3 revenue and net profit both continued to decline year-on-year, while the progress of NL cathode material is smooth.

①Xiamen Tungsten's lithium battery cathode material products achieved sales volume of 0.0711 million tons in the first three quarters, with sales volume of 0.0263 million tons in the third quarter; the company's quarterly revenue and net income have continued to decline year-on-year since 2023; ②NL's brand new structured cathode material developed in collaboration with a well-known battery company has progressed smoothly and is expected to be widely used in the fields of 3C consumer electronics, siasun robot&automation, low-altitude economy, solid state batteries, etc.

cls.cnOct 25 23:45